2024-11-14T14:12:21-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2023-01-01 382287777 PRODUCT DEVELOPMENT AND MANAGEMENT ASSOCIATION PROD 6512906260 1601 UTICA AVE S 213 MINNEAPOLIS MN 55416 ROSANNA STOKES TREASURER 6512906260 2024-11-11 1 0 KIMBERLY ANDERSON P00188889 6086628600 2024-11-11 2023 2024-10-15 13:58:12Z X ROSANNA STOKES 1601 UTICA AVE S 213 MINNEAPOLIS MN 55416 2078490 0 X WWW.PDMA.ORG X 1980 MI TO IMPROVE THE EFFECTIVENESS OF THOSE ENGAGED IN THE DEVELOPMENT & MANAGEMENT OF NEW PRODUCTS. 9 9 0 50 1350 0 0 0 1452533 1805865 1948 12550 16636 8652 1471117 1827067 0 0 0 0 0 0 0 0 0 1117774 1183763 1117774 1183763 353343 643304 1244150 1815558 233989 53567 1010161 1761991 TO IMPROVE THE EFFECTIVENESS OF PEOPLE ENGAGED IN THE DEVELOPMENT AND MANAGEMENT OF NEW PRODUCTS AND SERVICES, PRIMARILY IN THE UNITED STATES AS WELL AS INTERNATIONALLY. 0 0 0 0 0 CONFERENCE:ANNUAL GLOBAL CONFERENCE IN THE FALL WITH OVER 350 ATTENDEES. PRODUCT DEVELOPMENT PROFESSIONALS GATHER TO NETWORK AND REVIEW THE LATEST NEW PRODUCT DEVELOPMENT BEST PRACTICES. THE CONFERENCE ALSO INCLUDES KEYNOTE SPEAKERS, PANELS, WORKSHOPS, AND MORE. 0 0 0 CHAPTER EVENTS:PDMA SPONSORS LOCAL US CHAPTERS AND INTERNATIONAL AFFILIATE MEETINGS THAT OFFER OPPORTUNITIES FOR LOCAL INVOLVEMENT, NETWORKING, AND EXCHANGE OF IDEAS. 0 0 0 PUBLICATIONS/WEBSITE:PDMA PUBLISHES THE FOLLOWING: JOURNAL OF PRODUCT INNOVATION MANAGEMENT (JPIM), PDMA HANDBOOK OF NEW PRODUCT DEVELOPMENT (2ND EDITION), PDMA TOOL BOOK 1, 2, AND 3 FOR NEW PRODUCT DEVELOPMENT, AND NEW PRODUCT DEVELOPMENT FOR DUMMIES. 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 9 0 1 0 1 1 0 0 0 0 0 0 0 X 9 9 0 1 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 X EWALD CONSULTING 6512907476 1601 UTICA AVE S SUITE 213 MINNEAPOLIS MN 55416 X SUSAN PENTA CHAIR 5.00 X X 0 0 0 MARLON HERNANDEZ SECRETARY-TREASURER 5.00 X X 0 0 0 LUDWIG BSTIELER DIRECTOR 5.00 X 0 0 0 MICHAEL O'CONNOR DIRECTOR 5.00 X 0 0 0 WAYNE FISHER DIRECTOR 5.00 X 0 0 0 GREG COTICCHIA DIRECTOR 5.00 X 0 0 0 LUIGI DELUCA DIRECTOR 5.00 X 0 0 0 NARIMAN LOTFI DIRECTOR 5.00 X 0 0 0 KRISTYN CORRIGAN DIRECTOR 5.00 X 0 0 0 ROLANDO CRUZADO DIRECTOR 5.00 X 0 0 0 ROSANNA STOKES DIRECTOR 5.00 X 0 0 0 BILL REID DIRECTOR 5.00 X 0 0 0 0 0 0 0 0 0 0 EWALD CONSULTING 1601 UTICA AVE S SUITE 213 MINNEAPOLIS MN 55416 ASSOCIATION MANAGEMENT 565482 1 CERTIFICATION 900099 1312784 1312784 PUBLICATION 541800 209395 209045 350 PROGRAM REVENUE 900099 161439 161439 MEMBERSHIP DUES 900099 86230 86230 CHAPTER EVENTS 900099 34322 34322 1695 1695 1805865 12550 12550 8652 1000 7652 251423 251423 0 0 1827067 1805515 1350 20202 565482 816 10945 1423 81323 12770 22504 343483 48400 970 CHAPTER EVENTS 41793 CERTIFICATION EXPENSES 24516 BANK FEES 16203 JPIM EXPENSES 7442 5693 1183763 130041 544363 22399 1002600 671876 83827 0 27682 548398 0 28522 1244150 1815558 190296 7060 43693 46507 233989 53567 X 1010161 1761991 1010161 1761991 1244150 1815558 643304 31988 76538 0 X 1 X 0 0 0 0 1 0 0 ISHARES CORE USE AGGREGATE BOND ETF 208048 F VANGUARD REAL ESTATE ETF 60339 F VANGUARD TOTAL INTL ETF 61537 F SCHWAB INTL 34607 F SCHWAB S&P 500 147559 F SCHWAB SMALL CAP 36308 F 548398 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE MAY ACT IN THE PLACE OF THE BOARD OF DIRECTORS WHEN AUTHORITY IS DESIGNATED BY THE BOARD OR IN EMERGENCY MATTERS WHERE EXECUTIVE COMMITTEE ACTION IS TEMPORARY AND SUBJECT TO RATIFICATION BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 3 THE ASSOCIATION HAS A CONTRACTUAL AGREEMENT WITH AN INDEPENDENT CONTRACTOR FOR VARIOUS MANAGEMENT SERVICE, INCLUDING FINANCIAL PROCESSING AND MEETING/CONFERENCE PLANNING. FORM 990, PART VI, SECTION A, LINE 6 ORGANIZATION MEMBERSHIP - PDMA HAS ONE CLASS OF VOTING MEMBERS AND EACH VOTING MEMBER HAS THE SAME VOTING RIGHTS. FORM 990, PART VI, SECTION A, LINE 7A ELECTION OF MEMBERS OF GOVERNING BODY - EACH VOTING MEMBER OF THE ORGANIZATION SHALL BE ELIGIBLE TO HOLD OFFICE AND VOTE. FORM 990, PART VI, SECTION B, LINE 11B AN OUTSIDE ACCOUNTING FIRM PREPARES THE FORM 990 AND PROVIDES TO MANAGEMENT FOR REVIEW. AFTER MANAGEMENT HAS REVIEWED THE RETURN, A FINAL COPY OF THE FORM 990 IS DISTRIBUTED TO EACH VOTING MEMBER OF THE GOVERNING BOARD PRIOR TO ITS FILING WITH IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF MANAGEMENT AND VOTING MEMBERS OF THE GOVERNING BOARD MUST COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY WHICH IDENTIFIES ANY POTENTIAL CONFLICTS. AFTER DISCLOSURE OF THE POTENTIAL CONFLICT OF INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS AND RECOMMEND ACTIONS TO BE TAKEN. THE PRESIDENT/CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION, ARRANGEMENT, OR CONFIDENTIAL INFORMATION DISCLOSURE. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE PDMA CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION, ARRANGEMENT, OR CONFIDENTIAL INFORMATION DISCLOSURE FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. THESE DELIBERATIONS AND DISCUSSION ARE DOCUMENTED IN THE GOVERNING BOARD AND ALL COMMITTEES MINUTES. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND FORM 990 ARE AVAILABLE UPON REQUEST. PDMA FOUNDATION 1000 WESTGATE DRIVE SUITE 252 ST PAUL MN 55114 223761455 PROMOTE EDUCATION AND RESEARCH MN 501(C)(3) LINE 9 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0