irs program accomplishments · form 990 part iii · fy2024
What they reported doing
- #1 primary $350KConferences and seminars - educating manufacturers, retailers and wholesalers regarding the quality and value of private label.
- #2 $78KEducational programs - encouraging efficient business operations and conducting technical research.
named programs · 7 · from sources
What they call their work
Mastering Category Leadership Program
Four-day virtual program conducted over four months, focusing on bid-based selling and category-led growth execution
Mastering Enterprise Sales
6-week online program focused on account penetration, value-based selling, and share-of-wallet growth for private brand manufacturers and suppliers
PLMA Live! Lunch & Learn Series
Online professional development sessions covering industry topics such as tariffs, consumer trends, flavor innovation, and dietary guidelines, available as video on demand
Policy Watch Newsletter
Regular updates on legislative and regulatory developments affecting the U.S. store brands industry, including FDA rules, labeling, tariffs, and state-level policies
Private Label Trade Show (Store Brands Marketplace)
Annual trade event in Chicago connecting private label manufacturers, retailers, and service providers to showcase products, build partnerships, and drive industry innovation
Store Brands Month
Nationwide January campaign promoting store brand products to consumers through collaboration between retailers, wholesalers, and private label suppliers
University Outreach Program
Annual program during the Private Label Trade Show offering college-level curriculum on store brand development, marketing, and consumer psychology, including mentorship with manufacturers and shadowing retail buyers
activities · 9 groups
What they do
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Industry Research and Benchmarking 2 activities
- Conducts and publishes market research on private label trendsConducts technical and market research on private label product performance, including sales reports, consumer purchasing behavior, and AI use in shopping. Publishes findings such as a 0.2% increase in store brand unit sales and 23.8% market share in mid-2026, growth across food and nonfood categories, and increased purchasing among higher-income consumers.
- Conducts technical research to support private label manufacturingPerforms technical research and educational programs aimed at improving efficiency and innovation in the private label manufacturing industry.
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Professional Certification and Continuing Education 1 activity
- Delivers professional development and training programsOffers multi-week virtual cohort programs such as Mastering Enterprise Sales, PLMA Live! Lunch & Learn sessions, and other online professional development opportunities focused on building skills for working with enterprise retailers.
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Professional Association Capacity Building 1 activity
- Hosts educational conferences and seminars on private label productsOrganizes conferences and seminars to educate manufacturers, retailers, wholesalers, and consumers about the quality, value, and innovation of private label products, supporting efficient business operations across the sector.
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Organization Website and Online Platform Management 1 activity
- Maintains a digital press room for media and public useProvides a digital press room with recent news, downloadable photos, and PLMA logos to support public and media engagement with the organization and its initiatives.
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Professional Networking Events 1 activity
- Organizes annual trade shows and industry eventsHosts the annual Private Label Trade Show, including the 2026 Store Brands Marketplace, to convene manufacturers, retailers, and service providers for business development and innovation in the private label sector. Events include dedicated sections such as Home, Health & Self-Care and feature international participation.
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Member-Exclusive Resource Access 1 activity
- Produces educational video content and on-demand learning resourcesProduces weekly video updates on private label developments and offers on-demand video coverage of industry events, trends, and key figures. Also provides recordings of Lunch & Learn sessions and other digital content accessible across devices.
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Trade Association Advocacy & Compliance 1 activity
- Provides advocacy and policy monitoring for the store brands industryMonitors and disseminates updates on legislative and regulatory changes affecting the U.S. store brands industry through the Policy Watch newsletter and other communications to stakeholders.
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Student Career Readiness and Internship Placement 1 activity
- Supports university education and student career placement in private labelingRuns a University Outreach program that includes college-level coursework on store brand development, marketing, and consumer retail psychology, guided retail store tours, one-on-one mentorship with industry professionals, and career placement support, with alumni hired by major companies such as Clorox, Wegmans, and Rich Products.
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Uncategorized 1 activity
- Conducts public awareness campaigns for store brand productsRuns nationwide promotional campaigns, including a month-long national initiative, to highlight the quality, value, innovation, and variety of store brand products to grocery shoppers in both physical and online retail environments.
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financials · form 990 · fy2024
revenue
Total revenue$23.12M
Contributions & grants$00%
Program service revenue$21.96M95%
Investment income$1.33M6%
Other revenue$-170K
expenses
Total expenses$14.50M
Program expenses0%
Admin / overhead0%
Fundraising0%
Salaries & benefits$9.50M
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$44.31M
Cash$4.29M
Investments$20.28M
Liabilities$19.52M
Net assets$24.80M
Liquid reserves20.3 mo
3 years on record · 2020–2024 · YoY revenue +11.0%
leadership · form 990 part vii · fy2024
Who runs it
paid leadership · 15
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| MARGARET DAVIES | President | 60 | $847K |
| ANTHONY ALOIA | VP-CORPORATE | 60 | $692K |
| SHEILA KINIRY | VP-FINANCE | 60 | $407K |
| Alisa Svider | Director, Advertising & Media | 40 | $278K |
| Sonia Petrocelli | Director, PLMA Live! | 40 | $270K |
| Sharon Davis | Dir - Tradeshow Development | 40 | $238K |
| Linda Morales | Dir, Programs & Conferences | 40 | $223K |
| Deborah Flam | HR Director | 40 | $203K |
| TOM PRENDERGAST | DIR, RESEARCH | 40 | $172K |
| DAN WEIL | MANAGER, EX. OPRNS | 40 | $169K |
| AMANDA WAHAB | MANAGER, IT | 40 | $168K |
| SUZANNE CAPUTO | DIR. RETAIL RELATIONS | 40 | $159K |
| PATRICK THAYER | MANGER, VISITOR RE | 40 | $153K |
| BARBARA CRUZ | MANAGER, MBRP | 40 | $138K |
| CARLEEN BROWN-FOSTER | Dir, CONF. SERVICE | 40 | $131K |
board members · 10
- ALISSA LODAHL — BOARD MEMBER
- ANDY RUSSICK — BOARD MEMBER
- ANTHONY BIGGERS — 2ND VICE CHAIRM
- CHRIS QUINLAN — BOARD MEMBER
- DANIEL DAVID — BOARD MEMBER
- ELIZABETH CHIMENS — BOARD MEMBER
- FELIX ANGST — BOARD MEMEBER
- JEANINE ANTIPOREK — BOARD MEMBER
- JOHN GALIOTO — BOARD MEMBER
- JOHN LOGAN — BOARD MEMBER
relationships · 26
Who they work with
- CVS Partner — Recognized in a store brand shoutout for its private label offerings.
- Circana Partner — Provider of monthly reporting data used to track store brand performance against national brands.
- Clorox Partner — Employer of University Outreach program alumni
- Corvus Blue LLC Partner — Collaborates with Corvus Blue LLC for expert analysis on dietary guidelines and private label success.
- Dollar General Partner — Represented through a notable quote from executive Natalie McConnell on store brand strategy.
- Euromonitor Partner — Collaborates with Euromonitor for insights on global consumer trends impacting the private label sector.
- Food and Drug Administration Government — Federal agency whose regulatory actions and proposed rules are monitored and reported on by PLMA.
- GHJ Partner — Collaborates with GHJ for expert insights on tariffs in the private label industry.
- H-E-B Partner — Featured as a retailer showcasing summer store brand selections.
- Kerry Partner — Collaborates with Kerry for expert insights on flavor development in store brand food products.
- Kroger Partner — Featured as a retailer showcasing summer store brand selections.
- Metro Partner — Recognized in a store brand shoutout for its private label offerings.
- PLMA Network — Organizer of the Store Brands Marketplace Trade Show.
- Publix Partner — Featured as a retailer showcasing summer store brand selections.
- Rich Products Partner — Employer of University Outreach program alumni
- Rosina Partner — Employer of University Outreach program alumni
- SalesStar Partner — Collaborates with SalesStar to deliver customized online executive education programs for private brand manufacturers.
- Topco Partner — Highlighted for amplifying store brands through music partnerships.
- Tops Partner — Employer of University Outreach program alumni
- Wegmans Partner — Employer of University Outreach program alumni
- manufacturers Partner — Collaborates with manufacturers to develop and promote store brand products.
- press@plma.com Partner — Designated contact for handling immediate press inquiries.
- private label suppliers Partner — Collaborates with private label suppliers to promote store brand products during Store Brands Month
- retailers Partner — Collaborates with retailers to develop and promote store brand products.
- retailers Partner — Collaborates with retailers to promote store brand products during Store Brands Month
- wholesalers Partner — Collaborates with wholesalers to promote store brand products during Store Brands Month
strategies · 4
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Advocacy Informed by Regulatory Monitoringmethodology: regulatory-monitoringBy monitoring federal regulations and scientific guidelines, the organization shapes informed advocacy positions that protect and advance the private label manufacturing industry, because proactive regulatory engagement ensures policy alignment with industry needs and innovation.
- Collaborative Innovation through Retailer-Manufacturer Partnershipsmethodology: retailer-manufacturer collaborationBy fostering structured collaboration between retailers and manufacturers, the organization drives product innovation and enhances quality and market relevance, because joint development aligns with real-world retail needs and accelerates adoption.
- Consumer and Market Acceptance through Coordinated Awareness and Performance Demonstrationmethodology: consumer awareness campaignBy uniting industry players in national awareness campaigns and highlighting superior market performance against national brands, the organization increases consumer and retailer acceptance of store brands, because visibility and proven success build trust and drive adoption.
- Industry Advancement through Education and Technical Researchmethodology: industry-education-through-conveningBy delivering targeted professional development, technical research, and experiential learning opportunities, the organization strengthens industry capabilities and innovation, because evidence-based education improves decision-making and operational efficiency among private label manufacturers.