2025-05-09T09:59:17-05:00 2024-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-01-01 362007481 COOPERATIVE LEAGUE OF THE UNITED STATES OF AMERICA COOP 2026386222 1775 EYE STREET NW 8TH FLOOR WASHINGTON DC 20006 VALERIA R ROACH EVP & CHIEF FINANCIAL OFFICER 2026386222 2025-05-09 1 1 FRANK H SMITH P00639053 2022274000 2025-05-09 2024 2025-03-06 01:10:19Z NATIONAL COOPERATIVE BUSINESS ASSOCIATION VALERIA R ROACH 1775 EYE STREET NW 8TH FLOOR WASHINGTON DC 20006 31567658 0 X WWW.NCBACLUSA.COOP X 1916 DC NCBA CLUSA'S MISSION IS TO DEVELOP, ADVANCE AND PROTECT COOPERATIVE ENTERPRISE IN THE UNITED STATES AND ACROSS THE GLOBE. NCBA CLUSA ADVANCES MISSION WITH ADVOCACY, DEVELOPMENT, PUBLIC AWARENESS AND THOUGHT LEADERSHIP. 25 25 82 45 0 0 24150476 30514570 962274 988107 42140 57570 582 7411 25155472 31567658 2300671 4670328 0 0 11616266 13795011 0 0 0 11618461 14171815 25535398 32637154 -379926 -1069496 38436236 47080415 20242292 30286145 18193944 16794270 X NCBA CLUSA IS THE PRIMARY VOICE IN THE UNITED STATES FOR PEOPLE WHO USE COOPERATIVES TO BUILD A BETTER WORLD AND BUILD MORE INCLUSIVE ECONOMY. WE ARE THE APEX TRADE ASSOCIATION FOR COOPERATIVES IN THE U.S., WITH MORE THAN A CENTURY OF PROMOTING THE COOPERATIVE BUSINESS MODEL. NCBA CLUSA HAS ENGAGED IN COOPERATIVE DEVELOPMENT OVERSEAS FOR MORE THAN 70 YEARS BY PARTNERING WITH LOCAL ACTORS TO ADVANCE COMMUNITY-LED SOLUTIONS. WE CURRENTLY MANAGE A PORTFOLIO OF 25 PROJECTS IN THE U.S. AND 15 OTHER COUNTRIES AND HAVE WORKED IN MORE THAN 90 COUNTRIES. 0 0 PEOPLE, NATURE AND SPICES PARTNERSHIP (PENS):THIS FIVE-YEARS PROJECT (SEP 2022-SEP 2027) IS FUNDED BY USDA/FOOD FOR PROGRESS ($23 M) TO SUSTAINABLY INCREASE THE PRODUCTIVITY AND TRADE OF THREE SPICES (GINGER, OREGANO AND TURMERIC) PRODUCED IN PERU AND FOLLOWING A COST-EFFECTIVE MODEL. THIS IS EXPECTED TO HAVE A POSITIVE SOCIAL, ECONOMIC AND ENVIRONMENTAL IMPACT, INCLUDING IMPROVING LOCAL FARMER'S INCOME, THE USE OF ENVIRONMENTALLY FRIENDLY PRODUCTION PRACTICES, AND THE STRENGTHENING OF LOCAL ASSOCIATIVITY CAPACITY -INCLUDING WOMEN, YOUTH AND INDIGENOUS ASSOCIATIONS. THE PROJECT IS EXPECTED TO DIRECTLY BENEFIT 12,100 PRODUCERS WITHIN THE GINGER, TURMERIC, AND OREGANO VALUE CHAINS, 90 PRODUCER ORGANIZATIONS AND COOPERATIVES, PARTICULARLY IN THE GEOGRAPHICAL AREAS OF PIURA, LAMBAYEQUE, SAN MARTN, JUNN, CUSCO, AREQUIPA, MOQUEGUA, AND TACNA. PROJECT ACTIONS ARE GROUPED INTO SEVEN CLUSTERS, AS FOLLOWS: CLUSTER 1 FACILITATING ACCESS TO FINANCIAL SERVICES; CLUSTER 2 TRAINING OF AGRICULTURAL EXTENSION AGENTS WITH FOCUS ON DELIVERY OF HIGH-QUALITY AGRO-SERVICES; CLUSTER 3 TRAINING ON AGRICULTURAL PRODUCTION TECHNIQUES (WITH FOCUS ON ORGANIC PRODUCTION AND ECO-FRIENDLY TECHNIQUES); CLUSTER 4 CAPACITY BUILDING ON RELEVANT QUALITY STANDARDS AND CERTIFICATIONS WITH FOCUS ON ORGANIC PRODUCTION; CLUSTER 5 CAPACITY BUILDING TO STRENGTHEN PRODUCER GROUPS AND COOPERATIVES, WITH FOCUS ON ASSOCIATIVITY AND MANAGEMENT SKILLS; CLUSTER 6 FACILITATION OF BUYER-SELLER LINKAGES AS A WAY TO ENHANCE ACCESS TO MARKETS; CLUSTER 7 -SUPPORT TO RELEVANT LOCAL-LEVEL REGULATIONS AND POLICIES, INCLUDING UPDATES TO STRENGTHEN COMPETITIVENESS AND WORK OF TECHNICAL COMMITTEES. THE PROJECT'S BASELINE WAS APPROVED BY USDA IN NOVEMBER 2023, AND OFFICIAL PROJECT LAUNCH FOLLOWED IN 29 NOVEMBER. BETWEEN DEC 2023 AND MARCH 2024, THE PROJECT HAS BEEN IDENTIFYING BENEFICIARIES FOR PROJECT ACTIVITIES, SIGNING MOUS WITH STRATEGIC PARTNERS, DEVELOPING TRAINING MATERIAL FOR CAPACITY BUILDING ACTIVITIES, AND ENGAGING IN THE ORGANIZATION OF ACTIVITIES FACILITATING BUYER-SELLER LINKAGES. USDA CLIMATE-SMART COMMODITIES:THIS 4.5-YEAR PROJECT (APRIL 2023 - SEP 2027) IS FUNDED BY USDA/NATURAL RESOURCES CONSERVATION SERVICE (NRCS)'S PARTNERSHIP FOR CLIMATE-SMART COMMODITIES ($15,6 M). ITS MAIN GOAL IS TO BUILD MARKETS FOR CLIMATE-SMART COMMODITIES AND INVEST IN AMERICA'S CLIMATE-SMART PRODUCERS TO STRENGTHEN U.S. RURAL AND AGRICULTURAL COMMUNITIES. TO ACHIEVE THIS, THE PROJECT DEVELOPS WORK AROUND SUPPORTING, THROUGH TECHNICAL AND FINANCIAL ASSISTANCE, UNDERSERVED PUERTO RICAN FARMERS IN ADOPTING CLIMATE-SMART AGRICULTURE AND FORESTRY PRACTICES (CSFA) MEETING NRCS' PRACTICE STANDARDS FOR THE PRODUCTION IN 10,000 ACRES OF LAND OF CLIMATE-SMART COMMODITIES -NAMELY: RUST/CLIMATE CHANGE RESISTANT VARIETALS OF ARABICA COFFEE, SHADE, HARDWOOD, AND CITRUS. THE PROJECT PROVIDES VOLUNTARY INCENTIVES TO PRODUCERS AND LANDOWNERS, INCLUDING EARLY ADOPTERS, TO IMPLEMENT CLIMATE-SMART AGRICULTURAL PRODUCTION PRACTICES. IT ALSO WORKS IN MEASURING/QUANTIFYING CARBON AND GREENHOUSE GAS BENEFITS ASSOCIATED WITH THOSE PRACTICES; AND ENGAGES IN DEVELOPING MARKET OPPORTUNITIES FOR RESULTING CLIMATE-SMART COMMODITIES. IN TOTAL, THE PROJECT EXPECTS TO INVOLVE AROUND 2,000 PRODUCERS/FARMERS, DISTRIBUTE OVER 2 MILLION TREES, AND ESTABLISH OVER 30 NEW MARKETING CHANNELS. AMONG THE WORK DONE TO DATE, IT IS WORTH TO MENTION THE PARTNERSHIP WITH PROCAFE WHICH INCLUDES THE DISTRIBUTION OF OVER 15,000 TREES. INDONESIA SPICE TRADE ALLIANCE (ISTA):THE USDA-FUNDED INDONESIA SPICE TRADE ALLIANCE (ISTA) PROJECT IS A SEVEN YEAR (2019-2026) IMPLEMENTED BY NATIONAL COOPERATIVE BUSINESS ASSOCIATION CLUSA INTERNATIONAL (NCBA CLUSA). THE PROJECT COLLABORATES WITH LEADING ORGANIZATIONS IN SPICE SECTOR INCLUDING U.S. COMPANIES SUCH AS MCCORMICK & COMPANY, LEADING INDONESIA AGRIBUSINESSES AS WELL AS LOCAL COOPERATIVES AND FARMERS TO INCREASE PRODUCTIVITY AND EFFICIENCY IN THREE INDONESIAN SPICE VALUE CHAINS (BLACK PEPPER, CINNAMON, AND VANILLA) THROUGH STRENGTHENING THE CAPACITIES OF FARMERS, COOPERATIVES, AND OTHER PRIVATE ENTITIES; AND TO IMPROVE AND EXPAND THE PRODUCTION OF THESE CROPS THROUGH IMPROVING QUALITY TO MEET INTERNATIONAL STANDARDS; STRENGTHENING COOPERATIVES; STRENGTHENING PUBLIC-PRIVATE PARTNERSHIPS; CONNECTING FARMERS AND COOPERATIVES WITH INDONESIAN AND U.S. INTERNATIONAL SPICE TRADERS; IMPROVING ENVIRONMENTAL RESILIENCY, SUSTAINABLE CERTIFICATIONS, AND SPICE CROP DIVERSITY; AND LINKING RECENT UNIVERSITY GRADUATES TO CAREERS IN EXTENSION SERVICES. TO DATE, ISTA HAS HELPED 10,054 INDIVIDUALS IN AGRICULTURE TO APPLY IMPROVED MANAGEMENT PRACTICES AND TECHNOLOGIES ON 4,900 HECTARES; AND GENERATE $6 MILLION IN ANNUAL SALES. OVER 1.8 MILLION IMPROVED SEEDLINGS/CUTTINGS HAVE BEEN PRODUCED AND DISTRIBUTED WHILE OVER 7,000 ISTA FARMERS ACHIEVED CERTIFIED STATUS. ADVANCING FOOD SYSTEMS AND NUTRITION:THIS USAID FUNDED PROJECT ($15 M) WAS EXPECTED TO BE IMPLEMENTED IN TIMOR OVER A FIVE-YEAR PERIOD (SEP 2023 TO SEP 2028). HOWEVER, IN JANUARY 2025 RECEIVED A STOP WORK ORDER, AND SUBSEQUENTLY IN FEBRUARY A CANCELLATION NOTICE. THE MAIN GOAL OF THIS PROJECT WAS TO STRENGTHEN THE COUNTRY'S FOOD SYSTEMS BY INCREASING THE AVAILABILITY, ACCESS, AFFORDABILITY, DESIRABILITY, AND CONSUMPTION OF HEALTHY DIETS THAT ARE SAFE, DIVERSE, AND MADE UP OF NUTRITIOUS FOODS, PARTICULARLY FOR WOMEN AND CHILDREN. IT DEVELOPED WORK IN FOUR TARGET LOCATIONS (EMERA, AILEU, AINARO AND DILI) IN PARTNERSHIP WITH THE LOCAL COOPERATIVE "COOPERATIVA CAFE TIMOR" (CCT) AND HAMUTUK ITA AJUDA MALU (HIAM) HEALTH. THE WORK CARRIED OUT IN 2024 HELPED TO REGISTER 1,040 FARMERS KEEN ON LEARNING AND GROWING NUTRITIOUS FOODS FOR HOME CONSUMPTION AS WELL AS FOR LOCAL TRADITIONAL MARKETS (FARMER DISTRIBUTION: AILEU: 269, AINARO: 284, DILI: 235, ERMERA: 252). IT ALSO ORGANIZED IN COLLABORATION WITH THE MINISTRY OF HEALTH A COMMUNITY OUTREACH EVENT FOCUSING ON COMMUNITY'S NUTRITION AND GOOD HEALTH -THE EVENT COUNTED WITH THE PARTICIPATION OF 150 COMMUNITY MEMBERS. A FARMER-TRADE FORUM WAS ORGANIZED IN AILEU TO EXPLORE OPPORTUNITIES AND CHALLENGES IN MARKETING VEGETABLES, AND EFFECTIVE COLLABORATION FOR FARM PRODUCTS TO REACH LOCAL MARKETS. SEVERAL ASSESSMENTS WERE CARRIED OUT, INCLUDING ON ENVIRONMENT, NUTRITION BARRIERS, AND WATER RESOURCES. COOPERATIVE ECOSYSTEM AND SOCIAL INCLUSION (CESI):THIS USAID FUNDED PROJECT ($9,4M) WAS EXPECTED TO BE IMPLEMENTED OVER A FIVE-YEAR PERIOD (OCT 2023 TO SEP 2028). HOWEVER, IN JANUARY 2025 RECEIVED A STOP WORK ORDER, AND SUBSEQUENTLY IN FEBRUARY A CANCELLATION NOTICE. IT INCLUDED WORK WITH LOCAL SUB AWARDEES IN PERU AND IN MADAGASCAR, AS WELL AS WITH COOPERATIVES IN GUATEMALA AND KENYA. ITS MAIN GOAL IS TO CONTRIBUTE TO ADVANCE COOPERATIVES IN COUNTRIES WHERE USAID ENGAGED, AS PART OF ITS COOPERATIVE DEVELOPMENT PROGRAM, TO IMPROVE COOPERATIVES' CAPACITY, ENABLING ENVIRONMENT, AND RESOURCES GENERATION AND MANAGEMENT. THE PROJECT HAD AS TARGET BENEFICIARIES 49 COOPERATIVES (10 IN MADAGASCAR, 16 IN KENYA, 11 IN PERU, 12 IN GUATEMALA), AND ABOUT 197,000 MEMBERS OF COOPERATIVES. TECHNICAL ACTIVITIES WERE ORGANIZED UNDER THE FOLLOWING MAIN CATEGORIES: (I) COOPERATIVE CAPACITY STRENGTHENING; (II) COOPERATIVE ENABLING ENVIRONMENT; (III) LEARNING APPLIED TO COMMUNITY'S DEVELOPMENT. IN KENYA, THE PROJECT SUPPORTED WORK TO ENHANCE THE COOPERATIVE BILL AS PART OF ENHANCING ENABLING ENVIRONMENT FOR COOPERATIVES, WHILE IN PERU WORKED WITH THE COOPERATIVES ASSOCIATION IN CARRYING OUT LEARNING ACTIVITIES FOR COOPERATIVES. STRENGTHENING THE COOPERATIVE ECOSYSTEM:THIS 5-YEAR (2022-2027) $4,6 M PROJECT FUNDED BY USDA NATIONAL INSTITUTE FOR FOOD AND AGRICULTURE (NIFA) LOOKS AT STRENGTHENING THE COOPERATIVE ECOSYSTEM FOR HISTORICALLY UNDERSERVED FARMERS, RANCHERS, COOPERATIVES, AND THEIR COMMUNITIES. IT OPERATES IN THE UNITED STATES, AND IN PUERTO RICO. THE PROJECT IS FOCUSED ON PROVIDING ACCESS TO USDA SERVICES, INCLUDING PREPARING GRANT APPLICATIONS, INCREASING CAPACITY AND TECHNICAL ASSISTANCE OPPORTUNITIES FOR FARMERS AND COOPERATIVES TO CREATE BUSINESS PLANS AND CONDUCT FEASIBILITY STUDIES FOR THEIR COOPERATIVE. THIS PROJECT PROVIDES SMALL GRANTS TO COOPERATIVES FOR PROGRAMMING AND EDUCATIONAL RESOURCES. OUR MAIN OBJECTIVES INCLUDE INCREASING AWARENESS OF THE COOPERATIVE MODEL AMONG HISTORICALLY UNDERSERVED FARMERS, RANCHERS, FORESTERS, AND THE ORGANIZATIONS THAT ASSIST THEM; CREATING CULTURALLY APPROPRIATE RESOURCES TO DEVELOP AND RUN COOPERATIVELY OWNED BUSINESSES; PROVIDING EDUCATIONAL AND TRAINING OPPORTUNITIES TO DEVELOP A CADRE OF COOPERATIVE DEVELOPERS WITH ECONOMIC AND CULTURAL TIES AND EXPERIENCE WITH HISTORICALLY UNDERSERVED COMMUNITIES; AND RESEARCHING POLICY AND REGULATORY FACTORS THAT ENCOURAGE SUSTAINABLE COOPERATIVE DEVELOPMENT. TUDITUALE: THIS 5-YEAR (NOV 2023-SEP 2028) FUNDED PROJECT IS LED BY THE CATHOLIC RELIEF SERVICES (CRS) AND NCBA CLUSA PROVIDES TECHNICAL SUPPORT SERVICES AS SUB AWARDEE WITH APPROVED TOTAL BUDGET OF $10,1 M. THE PROJECT IS EXPECTED TO SUPPORT LOCAL COMMUNITIES AND AUTHORITIES IN THE DRC (SPECIFICALLY LOCATED IN THE KASAI CENTRAL REGION) TO ADDRESS FOOD, NUTRITION AND ECONOMIC INSECURITY, AS WELL AS LACK OF RESILIENCE TO CLIMATE-RELATED SHOCKS. WITHIN THIS CONTEXT, NCBA CLUSA LEADS TECHNICAL WORK RELATED TO THE STRENGTHENING OF PRODUCER ORGANIZATION'S GOVERNANCE AND CAPACITY, THE DEVELOPMENT OF SMALL BUSINESSES, THE ACCESS TO MARKET OPPORTUNITIES (FOR FARMERS), THE IMPROVEMENT OF THE CONDITIONS NEEDED FOR SUSTAINABLE AGRICULTURAL PRODUCTION, AS WELL AS THOSE FOR ACCESS TO QUALITY FOOD BY LOCAL COMMUNITIES, ESPECIALLY THOSE IN VULNERABLE CONDITIONS. IN 2024 NCBA CLUSA CARRIED OUT TECHNICAL ASSISTANCE WORK AROUND THESE ASPECTS -ACTIVITIES INCLUDED: WORKSHOPS FOR LOCAL COMMUNITY MEMBERS, REPRESENTATIVES OF LOCAL INSPECTION FOR RURAL DEVELOPMENT (LOCAL AUTHORITY) AND SMALL-BUSINESS OWNERS, TO EXCHANGE ON OPPORTUNITIES AND CHALLENGES FOR BUSINESS OPPORTUNITIES DEVELOPMENT. ALSO WORK SESSIONS FOCUSING ON WATER RESOURCES MANAGEMENT, AND PRACTICAL MEASURES TO STRENGTHEN COMMUNITY-LEVEL COLLABORATION DYNAMICS. RURAL FINANCIAL INCLUSION PLAN IN GUATEMALA (RFIP):THIS 5-YEAR (NOV 2023 - NOV 2028) USAID FUNDED PROJECT ($13M) RECEIVED IN JANUARY 2025 A STOP WORK ORDER, AND SUBSEQUENTLY IN FEBRUARY A CANCELLATION NOTICE. IT AIMED AT IMPROVING ACCESS AND USE OF FINANCIAL SERVICES BY RURAL POPULATIONS, ESPECIALLY SMALL FARMERS, LOCATED IN REGIONS (WESTERN HIGHLANDS AND THE VERA PACES) WITH HIGH VOLUME OF LOCAL POPULATION TRYING TO MIGRATE TO THE U.S. DUE TO LACK OF OPPORTUNITIES IN THEIR COMMUNITIES/REGIONS. IT HAD AS LOCAL SUB AWARDEE THE NATIONAL ASSOCIATION OF SAVINGS AND CREDIT COOPERATIVES, AND A LOCAL NONPROFIT WITH EXPERIENCE IN FINANCIAL SERVICES IN GUATEMALA (MICOOPE). THE PROJECT WORKED SIMULTANEOUSLY AROUND THE FOLLOWING GOALS: 1. INCREASE THE SUPPLY OF FINANCIAL PRODUCTS AND SERVICES ENABLING FINANCIAL SERVICES PROVIDERS TO INCREASE THEIR PRESENCE AND CAPACITY TO DELIVER IN-PERSON AND DIGITAL FINANCIAL SERVICES AS A PATH TO FINANCIAL AND SOCIAL INCLUSION AND THE CREATION OF ECONOMIC OPPORTUNITIES FOR RURAL POPULATIONS. 2. INCREASE THE DEMAND FROM RURAL CONSUMERS (HOUSEHOLDS, SMALLHOLDER FARMERS, MSMES) AND MARKET SEGMENTS BY ADDRESSING THEIR UNIQUE NEEDS AND STRUCTURING THEIR DEMAND SO THEY CAN BUILD TRUST IN FORMAL FINANCIAL SERVICES; AND PROMOTING FINANCIAL LITERACY THAT DRIVES THE RESPONSIBLE AND INFORMED USE OF FINANCIAL PRODUCTS AND SERVICES. 3. MOBILIZE REMITTANCES TOWARDS SAVINGS AND PRODUCTIVE INVESTMENTS, REDUCING BARRIERS FOR REMITTANCE SENDERS AND RECEIVERS TO ACCESS AND USE FINANCIAL SERVICES WITH THE PERSPECTIVE OF CREATING ECONOMIC OPPORTUNITIES FOR THEMSELVES AND THEIR FAMILIES. BY THE END OF 2024, THE PROJECT REACHED OVER 3,000 PEOPLE WITH ACCESSIBLE FINANCING PRODUCTS DESIGNED TO MEET THE NEEDS OF THE AGRICULTURAL AND MICROENTERPRISE SECTOR AND FACILITATED THE PLANNING OF THE DIGITAL INNOVATION FOR AGRICULTURAL RESILIENCE AND THE VOLCANO SUMMIT. IT HELPED THE INTERACTION BETWEEN PRIVATE FINANCIAL ENTITIES AND LOCAL FARMERS, RESULTING IN OVER $3,3M IN AGRICULTURAL FINANCING CREDITS GRANTED. 0 1 0 1 0 0 0 0 0 1 1 0 1 1 1 1 0 0 1 1 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 43 0 1 82 1 0 1 CG DR TT EC GT HO ID KE MA MI MZ NG PE RQ 0 0 1 1 0 0 0 X 25 25 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X VALERIA R ROACH 2026386222 1775 EYE STREET NW 8TH FLOOR WASHINGTON DC 20006 JEFFREY CONNOR - BOARD MEMBER UNTIL 06/24, 1ST VICE-CHAIR 2.00 X X 0 0 0 CHRISTINA JENNINGS - SECRETARY UNTIL 06/24, 2ND VICE CHAIR 2.00 X X 0 0 0 BRIAN CAVEY - BOARD MEMBER UNTIL 06/24, TREASURER 2.00 X X 0 0 0 LADONNA SANDERS REDMOND - BOARD MEMBER UNTIL 06/24, SECRETARY 2.00 X X 0 0 0 ANN DIVJAK BOARD MEMBER AS OF 01/24 2.00 X 0 0 0 ANN FEFORCHAK BOARD MEMBER AS OF 01/24 2.00 X 0 0 0 BRAD CAPTAIN BOARD MEMBER 2.00 X 0 0 0 CARLA DECKER BOARD MEMBER 2.00 X 0 0 0 CHRISTOPHER ROE BOARD MEMBER 2.00 X 0 0 0 CORNELIUS BLANDING BOARD MEMBER 2.00 X 0 0 0 DEBBIE WEGE BOARD MEMBER 2.00 X 0 0 0 DEVIN FUHRMAN TREASURER UNTIL 06/24, BOARD MEMBER 2.00 X 0 0 0 EMMA MCCORMICK BOARD MEMBER 2.00 X 0 0 0 ERBIN CROWELL BOARD MEMBER 2.00 X 0 0 0 FRED GIBBS BOARD MEMBER 2.00 X 0 0 0 JILL TOMALIN - 1ST VICE CHAIR UNTIL 06/24, BOARD MEMBER 2.00 X 0 0 0 JUAN FERNANDEZ BOARD MEMBER 2.00 X 0 0 0 KAREN ZIMBELMAN - 2ND VICE CHAIR UNTIL 06/24, BOARD MEMBER 2.00 X 0 0 0 MATTHEW WEHLAND BOARD MEMBER AS OF 01/24 2.00 X 0 0 0 MICHELLE SCHRY BOARD MEMBER 2.00 X 0 0 0 PAUL BRADLEY BOARD MEMBER 2.00 X 0 0 0 ROSEMARY MAHONEY BOARD MEMBER 2.00 X 0 0 0 SYLANDI BROWN BOARD MEMBER 2.00 X 0 0 0 TRACY MCINTYRE BOARD MEMBER AS OF 01/24 2.00 X 0 0 0 DAVID SWANSON BOARD MEMBER UNTIL 05/24 2.00 X 0 0 0 JACOB HAMLIN BOARD MEMBER UNTIL 09/24 2.00 X 0 0 0 ESTEBAN KELLY CHAIR 2.00 X X 0 0 0 DOUGLAS O'BRIEN PRESIDENT & CEO 40.00 X 366881 0 52354 VALERIA ROACH EVP & CHIEF FINANCIAL OFFICER 40.00 X 310397 0 36896 MANUEL SERRANO SENIOR VICE PRESIDENT 40.00 X 254087 0 41085 JACQUELINE BASS VP, BUSINESS DEVELOPMENT 40.00 X 210021 0 24209 MARY GRIFFIN EXECUTIVE DIRECTOR - CDF 40.00 X 184497 0 22512 BAGESHWARI SHERCHAND CHIEF OF PARTY 40.00 X 267522 0 20412 TAMELA BLALOCK VP, COOPERATIVE RELATIONS 40.00 X 178374 0 28349 SAMUEL FILIACI REGIONAL DIR. OF SOUTHEAST ASIA 40.00 X 282205 0 31203 2053984 0 257020 32 0 1 0 AMERICAN TECHNOLOGY SERVICES 2751 PROSPERITY AVE FL 6 FAIRFAX VA 22031 INFORMATION TECH NETWORK SERVICES 402083 SARAMAC CONSULTING LLC 3333 N STREET NW WASHINGTON DC 20007 MONETIZATION SERVICE 231407 CONVENE PO BOX 23585 NEW YORK NY 10087 CONVENTION SERVICES 210233 JUST RESULTS LLC 5009 WORTHINGTON DRIVE BETHESDA MD 20816 INDUSTRY ASSESSMENT OF TEXAS AND PUERTO 201360 DIGIT42 600 SAW MILL ROAD WEST HAVEN CT 06516 MONITORING AND EVALUATION SYSTEM DEVELOP 101830 5 26620228 3894342 30514570 MEMBERSHIP DUES 900099 743391 743391 REGISTRATION AND SPONSORSHIPS 900099 244716 244716 988107 57570 57570 OTHER INCOME 900099 7411 7411 7411 31567658 988107 0 64981 X 1310673 253250 3106405 1061700 9023799 426096 2681022 602394 77031 71258 37009 3788572 1306 977115 22224 1464121 1422486 719262 224710 211768 IN-COUNTRY TRAINING 3900444 VEHICLES & EQUIPMENT 644307 DUES, LICENSES & FEES 514686 STAFF TRAINING 45572 49944 32637154 2961686 3683653 13568389 21294905 2405657 2554464 408675 1144106 8705857 9397043 136407 159880 2306015 1887715 643009 418300 74660 74383 2745619 2415440 6786277 5938241 38436236 47080415 1913253 2936962 9583063 19616543 8745976 7732640 20242292 30286145 X 6089319 5890546 12104625 10903724 18193944 16794270 38436236 47080415 -1069496 -330178 0 X X 0 1 X 1 1 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 743391 37009 16947 53956 37170 16786 1581678 1297366 284312 369579 362301 7278 354758 228048 126710 418300 INVESTMENT IN CBI 2199436 F INVESTMENT IN DOTCOOPERATION, LLC 216004 F 2415440 DEPOSITS 91634 ROU ASSETS 5846607 5938241 LEASE LIABILITY - OPERATING 7732640 7732640 X 31237480 -330178 -330178 31567658 0 31567658 32637154 0 32637154 0 32637154 PART X, LINE 2: MANAGEMENT OF NCBA CLUSA EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED DECEMBER 31, 2024, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. 1 SOUTH AMERICA 2 42 PROGRAM SERVICES COOPERATIVE DEVELOPMENT, GENERATE ECONOMIC GROWTH IN AGRICULTURE SECTOR, INCREASE UNDERSTANDING OF US. 3209566 SUB-SAHARAN AFRICA 8 86 PROGRAM SERVICES COOPERATIVE DEVELOPMENT, GENERATE ECONOMIC GROWTH IN AGRICULTURE SECTOR, IMPROVED NUTRITION, NATURAL RESOURCE MANAGEMENT, CLIMATE CHANGE. 3004119 CENTRAL AMERICA & THE CARIBBEAN 2 22 PROGRAM SERVICES COOPERATIVE DEVELOPMENT, GENERATE ECONOMIC GROWTH IN AGRICULTURE SECTOR, INCREASE UNDERSTANDING OF US, AND SANITARY PRACTICES, EXPORT AND MARKETING OF AGRICULTURAL. 2378286 EAST ASIA & THE PACIFIC 3 231 PROGRAM SERVICES IMPROVE FARMER PRODUCTIVITY, FARM MANAGEMENT, COOPERATIVE MANAGEMENT, NATURAL RESOURCE MANAGEMENT, INCREASED EXPORTS. 2204112 EAST ASIA & THE PACIFIC 0 0 GRANTMAKING 2219824 SOUTH AMERICA 0 0 GRANTMAKING 192277 SUB-SAHARAN AFRICA 0 0 GRANTMAKING 134724 CENTRAL AMERICA & THE CARIBBEAN 0 0 GRANTMAKING 7151 15 381 0 0 15 381 13350059 0 13350059 EAST ASIA AND THE PACIFIC DELIVERING ON-THE-GROUND TECHNICAL SUPPORT 564614 CHECK 0 EAST ASIA AND THE PACIFIC FARMER ASSISTANCE (CATTLE FARMERS) 0 548290 FARMER ASSISTANCE (CATTLE FARMERS) BOOK EAST ASIA AND THE PACIFIC FARMER ASSISTANCE (COFFEE FARMERS) 0 350455 FARMER ASSISTANCE (COFFEE FARMERS) BOOK EAST ASIA AND THE PACIFIC PROVIDE NUTRITION EXPERTISE AND SUPPORT 195125 BANK TRANSFER 0 SOUTH AMERICA SUBAWARD APASEM SPECIALIZED TECHNICAL ASSISTANCE 0 84402 BOOK EAST ASIA & THE PACIFIC SECURITY SERVICES 74318 CHECK 0 SUB-SAHARAN AFRICA IMPROVE FOOD SECURITY AND LIVELLIHOODS OF SMALLHOLDER FARMERS 49277 CHECK 0 SOUTH AMERICA IMPLEMENT TWO DEMONSTRATION PLOTS FOR GINGER CULTIVATION, INCORPORATING ORGANIC INPUTS FOR NUTRITION AND PEST PREVENTION, IN ORDER TO ENSURE PROFITABLE AND SUSTAINABLE PRODUCTION IN THE LONG TERM WITHOUT AFFECTING THE ENVIRONMENT 0 30275 PURCHASE OF SEED FOR THE INSTALLATION OF 2 DEMONSTRATION PLOTS FOR GINGER CULTIVATION/EXTERNAL CONTRACTOR BOOK SOUTH AMERICA DEVELOPMENT OF SERVICES REQUIRED FOR ASSESSMENT ON AGRO-POTENTIAL FOR THE ESTABLISHMENT AND SUSTAINABLE DEVELOPMENT OF TWO VALUE CHAINS (GINGER AND TURMERIC) IN SAN MARTIN 0 23924 DEVELOPMENT OF SERVICES REQUIRED FOR ASSESSMENT ON AGRO-POTENTIAL FOR THE ESTABLISHMENT AND SUSTAINABLE DEVELOPMENT OF TWO VALUE CHAINS (GINGER AND TURMERIC) IN SAN MARTIN BOOK SOUTH AMERICA ENSURE THE IMPLEMENTATION OF TREES OR NETTING STRUCTURES THAT OPTIMIZE THE SUSTAINABLE PRODUCTION OF PASSION FRUIT CULTIVATION 0 12342 PURCHASE OF MATERIALS TO IMPLEMENT TRELLIS OR MESH STRUCTURES TO ENSURE PROPER CROP DEVELOPMENT, IMPROVING MANAGEMENT CONDITIONS AND FACILITATING HARVESTING/EXTERNAL CONTRACTOR BOOK SOUTH AMERICA THE MAIN OBJECTIVE IS TO CONTRIBUTE TO STRENGTHENING A COOPERATIVE GUILD OF A NATIONAL NATURE, SO THAT IT BECOMES A DISSEMINATOR OF THE COOPERATIVE MODEL, AN ARTICULATOR WITH OTHER COOPERATIVE GUILDS AND A PROMOTER OF LEGAL MEASURES AT THE MACRO LEVEL IN DEFENSE OF THE COOPERATIVE MODEL, 11927 WIRE 0 SOUTH AMERICA IMPLEMENT TWO DEMONSTRATION PLOTS FOR GINGER CULTIVATION, INCORPORATING ORGANIC INPUTS FOR NUTRITION AND PEST PREVENTION, IN ORDER TO ENSURE PROFITABLE AND SUSTAINABLE PRODUCTION IN THE LONG TERM WITHOUT AFFECTING THE ENVIRONMENT 0 11797 PURCHASE OF SEED FOR THE INSTALLATION OF 2 DEMONSTRATION PLOTS FOR GINGER CULTIVATION/EXTERNAL CONTRACTOR BOOK SOUTH AMERICA IMPLEMENT TWO DEMONSTRATION PLOTS FOR GINGER CULTIVATION, INCORPORATING ORGANIC INPUTS FOR NUTRITION AND PEST PREVENTION, IN ORDER TO ENSURE PROFITABLE AND SUSTAINABLE PRODUCTION IN THE LONG TERM WITHOUT AFFECTING THE ENVIRONMENT 0 7243 PURCHASE OF SEED FOR THE INSTALLATION OF 2 DEMONSTRATION PLOTS FOR GINGER CULTIVATION/EXTERNAL CONTRACTOR BOOK CENTRAL AMERICA & THE CARIBBEAN PURCHASE OF MATERIALS FOR EXPANSION AND REMODELING OF THE SYSTEM AND FOR THE RESERVOIR FOR CO-INVESTMENT COOPNATURA. 0 7151 PURCHASE OF MATERIALS FOR EXPANSION AND REMODELING OF THE SYSTEM AND FOR THE RESERVOIR FOR CO-INVESTMENT COOPNATURA. BOOK SOUTH AMERICA IMPLEMENTATION OF ORGANIC FERTILIZER BIOFACTORY 0 5236 IMPLEMENTATION OF ORGANIC FERTILIZER BIOFACTORY/EXTERNAL CONTRACTOR FOR IMPLEMENTATION BOOK SOUTH AMERICA INCREASE CROP PRODUCTIVITY WITH ENVIRONMENTALLY SUSTAINABLE TECHNOLOGICAL PACKAGES 0 5130 PURCHASE OF AGRICULTURAL SUPPLIES/EXTERNAL CONTRACTOR BOOK 11 5 ESTABLISHMENT OF BENEFICIARY FARMER DEMONSTRATION FARMS EAST ASIA AND THE PACIFIC 11024 286367 TRAINING AND BASIC AGRICULTURAL INPUTS (SEEDLINGS) BOOK FARMER ASSISTANCE (COFFEE & COCOA) EAST ASIA AND THE PACIFIC 24579 186422 TRAINING AND BASIC AGRICULTURAL INPUTS (SEEDLINGS AND TOOLS) BOOK RANDRIANOTAHINASOA HERINIAINA FIDELE SUB-SAHARAN AFRICA 1820 44947 AGRICULTURAL INPUTS & MACHINERY BOOK UNION TSINJOLAVITRA SUB-SAHARAN AFRICA 1820 22977 AGRICULTURAL INPUTS & MACHINERY BOOK SEMENCE AVOTRA SUB-SAHARAN AFRICA 1820 17523 AGRICULTURAL INPUTS & MACHINERY BOOK FARMER SUPPORT EAST ASIA & THE PACIFIC 1675 14232 CHECK N/A BOOK 1 0 0 0 0 0 PART I, LINE 2: NCBA CLUSA HAS FIELD OFFICES IN EACH COUNTRY WHICH CONDUCT SITE VISITS TO GRANT RECIPIENTS: MEASUREMENT OF PROGRESS IN ACHIEVING GRANT OBJECTIVES THROUGH MILESTONES; REIMBURSEMENT OF COSTS BASED ON SUBMISSION OF FISCAL REPORTS WITH SUPPORTING DOCUMENTATION (RECEIPTS, TIMESHEETS, ETC.). PART I, LINE 3: EXPENDITURES WERE ACCOUNTED FOR USING THE ACCRUAL BASIS OF ACCOUNTING. PART III, COL (C): THE NUMBER OF RECIPIENTS IS AN ACTUAL TOTAL, NOT AN ESTIMATED TOTAL. 1 PRODUCTORES DE CAFE DE PUERTO RICO PO BOX 945 ADJUNTAS PR 00601 660904470 501(C)(3) 694302 0 SUB AWARD EXPENSE AT PROCAFE THOROUGH JAN - DEC 2024 PUERTO RICO COFFEE ROASTERS PO BOX 13097 SAN JUAN PR 00908 660713732 FOR PROFIT 265921 0 SUB AWARD EXPENSE AT PUERTO RICO COFFEE ROASTERS THOROUGH JAN - DEC 2024 PARA LA NATURALEZA EDIFICIO OCHOA 500 CALLE TANCA SAN JUAN PR 00901 660801404 501(C)(3) 197994 0 SUB AWARD EXPENSE AT PARA LA NATURALEZA THOROUGH JAN - DEC 2024 SUSTAINCERT USA INC 850 NEW BURTON ROAD SUITE 201 DOVER DE 19904 874771751 FOR PROFIT 60996 0 SUB AWARD EXPENSE AT SUSTAINCERT THOROUGH JAN-DEC 2024 UNIVERSIDAD DE PUERTO RICO ESTACIN EXPERIMENTAL AGRICOLA 1187 CALLE FLAMBOYAN JARDIN BOTANICO SUR SAN JUAN PR 00926 660433763 115 38460 0 SUB AWARD EXPENSE AT ESTACION AGRICOLA THOROUGH JAN - DEC 2024 COMMON GROUND PRODUCERS AND GROWERS MOBILE MKT 2250 N ROCK RD STE 118-130 WICHITA KS 67226 811452173 501(C)(3) 20000 0 FACILITATE AWARENESS AND UNDERSTANDING OF THE DISCRIMINATION FINANCIAL ASSISTANCE PROGRAM FUNDACION BUCARBON INC PO BOX 243 MARICAO PR 00606 660910567 501(C)(3) 15000 0 DEVELOPING A COOPERATIVE ECOSYSTEM CALIFORNIA CENTER FOR COOPERATIVE DEVELOPMENT 979 F STREET STE A DAVIS CA 95616 392065673 501(C)(3) 10000 0 FARM PROGRAM EDUCATION UJAMAA FARMER COLLECTIVE ASSN 44017 COUNTY ROAD 17 WOODLAND CA 95776 932663227 501(C)(3) 8000 0 DEVELOPING A COOPERATIVE ECOSYSTEM 7 2 PUERTO RICO PROJECT GRANT 127 253250 PART I, LINE 2: NCBA CLUSA HAS FIELD OFFICES IN EACH COUNTRY WHICH CONDUCT SITE VISITS TO GRANT RECIPIENTS: MEASUREMENT OF PROGRESS IN ACHIEVING GRANT OBJECTIVES THROUGH MILESTONES; REIMBURSEMENT OF COSTS BASED ON SUBMISSION OF FISCAL REPORTS WITH SUPPORTING DOCUMENTATION (RECEIPTS, TIMESHEETS, ETC.). X X X 0 0 0 DOUGLAS O'BRIEN PRESIDENT & CEO 366881 0 0 0 0 0 20700 0 31654 0 419235 0 0 0 VALERIA ROACH EVP & CHIEF FINANCIAL OFFICER 310397 0 0 0 0 0 18912 0 17984 0 347293 0 0 0 SAMUEL FILIACI REGIONAL DIR. OF SOUTHEAST ASIA 215162 0 0 0 67043 0 13409 0 17794 0 313408 0 0 0 MANUEL SERRANO SENIOR VICE PRESIDENT 254087 0 0 0 0 0 15714 0 25371 0 295172 0 0 0 BAGESHWARI SHERCHAND CHIEF OF PARTY 219147 0 0 0 48375 0 11700 0 8712 0 287934 0 0 0 JACQUELINE BASS VP, BUSINESS DEVELOPMENT 210021 0 0 0 0 0 12604 0 11605 0 234230 0 0 0 MARY GRIFFIN EXECUTIVE DIRECTOR - CDF 184497 0 0 0 0 0 11109 0 11403 0 207009 0 0 0 TAMELA BLALOCK VP, COOPERATIVE RELATIONS 178374 0 0 0 0 0 10854 0 17495 0 206723 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 NCBA CLUSA OFFERS THREE TYPES OF MEMBERSHIP: INDIVIDUAL, COOPERATIVES, AND ASSOCIATE. MEMBERS HAVE THE RIGHT TO PROVIDE A REPRESENTATIVE TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THERE IS AN ANNUAL ELECTION BY THE MEMBERS FOR THE OFFICERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS TO THE BYLAWS ARE SUBJECT TO APPROVAL BY A VOTE OF THE MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT AND CEO, EVP AND CHIEF FINANCIAL OFFICER, AND FINANCE AND AUDIT COMMITTEE REVIEW THE FEDERAL FORM 990 BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. NOTIFICATION OF THE 990-TAX RETURN AND DRAFT ARE PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING THE FEDERAL FORM 990 WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C WHEN NEW DIRECTORS JOIN THE BOARD OF DIRECTORS, AN ORIENTATION IS HELD TO INCLUDE TRAINING AND DISTRIBUTION OF THE CODE OF BUSINESS ETHICS AND CONDUCT (CBEC) POLICY. THE POLICY IS DISTRIBUTED TO THE BOARD OF DIRECTORS, ANNUAL RECERTIFICATION TRAINING IS REQUIRED FOR THE FULL BOARD; ACKNOWLEDGMENT OF UNDERSTANDING AND CONFLICT OF INTEREST DISCLOSURES ARE REQUIRED. THE BOARD MONITORS WHISTLEBLOWER HOTLINE NOTIFICATIONS AND REVIEWS FOR COMPLIANCE WITH CODE OF ETHICS AND CONFLICT-OF-INTEREST POLICIES. THE BOARD MEMBERS ARE REQUIRED TO REPORT ANY INCIDENCE OF A CONFLICT OF INTEREST AS THEY OCCUR ON THE CONFLICT-OF-INTEREST DISCLOSURE FORM. THE SENIOR MANAGEMENT TEAM AND ALL EMPLOYEES ARE REQUIRED TO SIGN THE CONFLICT-OF-INTEREST STATEMENT ON AN ANNUAL BASIS AND REPORT ANY INCIDENCE OF A CONFLICT OF INTEREST AS IT OCCURS FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT AND CEO'S SALARY IS APPROVED BY THE BOARD OF DIRECTORS, BASED ON HIS/HER ANNUAL PERFORMANCE REVIEW, AND A COMPARISON OF CURRENT SALARIES FOR SIMILAR POSITIONS WITHIN THE WASHINGTON, DC METROPOLITAN AREA THROUGH EXTERNAL EXECUTIVE COMPENSATION STUDY. FOR THE PRESIDENT AND CEO, EXECUTIVE LEADERSHIP TEAM, AND ALL OTHER EMPLOYEES, AN EXTERNAL COMPENSATION CONSULTANT WAS RETAINED TO CONDUCT A COMPREHENSIVE ASSESSMENT OF THE NCBA CLUSA'S COMPENSATION STRUCTURE IN COMPARISON TO ESTABLISH A BASELINE FOR COMPENSATION ACROSS ALL POSITION GRADE LEVELS. ON AN ANNUAL BASIS, THE CONSULTING FIRM PROVIDES AN ANALYSIS OF THE RECOMMENDED ACROSS-THE-BOARD PERCENTAGE INCREASE FOR ALL POSITIONS BASED ON SALARY SURVEY DATA OBTAINED FROM VARIOUS RECOGNIZED INDUSTRY SOURCES. THE EMPLOYEES' SALARIES ARE DETERMINED USING THIS INFORMATION. FORM 990, PART VI, SECTION C, LINE 19 NCBA CLUSA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE NCBA CLUSA WEBSITE INCLUDES THE CODE OF BUSINESS ETHICS AND CONDUCT POLICY GUIDELINES TO THE PUBLIC AND REPORTABLE METHODS TO PROMOTE GOOD BEHAVIORAL STANDARDS FOR ALL WORKING WITH NCBA CLUSA. FORM 990, PART IX, LINE 11G CONSULTANTS 1,392,510. OTHER PROFESSIONAL SERVICES 1,409,500. CONTRACTORS 888,783. OUTSIDE TEMPORARY SERVICES 50,513. RECRUITMENT SERVICES 19,065. GRAPHICS, DESIGN, & ENGRAVING 28,201. PARTXII, LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.