2024-10-31T12:50:54-05:00 2023-12-31 420714325 RSM US LLP 7351 OFFICE PARK PLACE MELBOURNE FL 329408229 990 2023-01-01 541210751 NATIONAL GROCERS ASSOCIATION NATI 2029382570 601 PENNSYLVANIA AVE NW STE 375N WASHINGTON DC 20004 GREGORY FERRARA PRESIDENT & CEO 2029382570 2024-10-30 1 0 KELLI PECK P01423033 3217516200 2024-10-30 2023 2024-10-15 13:58:12Z GREGORY FERRARA 601 PENNSYLVANIA AVE NW STE 375N WASHINGTON DC 20004 7926880 0 X WWW.NATIONALGROCERS.ORG X 1982 DC CHAMPION THE INDEPENDENT GROCERY INDUSTRY THROUGH ADVOCACY, COLLABORATION, EDUCATION, SERVICES, AND CONNECTIONS. 53 53 22 53 30271 0 895861 1070001 3347610 3995874 573003 601494 718198 812828 5534672 6480197 104250 113551 0 0 3184178 3468819 0 0 0 2994268 3420308 6282696 7002678 -748024 -522481 23561492 24523974 6102109 5370463 17459383 19153511 CHAMPION THE INDEPENDENT GROCERY INDUSTRY THROUGH ADVOCACY, COLLABORATION, EDUCATION, SERVICES, AND CONNECTIONS. 0 0 EDUCATION: CONDUCT AN ANNUAL CONVENTION, SPONSOR EDUCATIONAL PROGRAMS INCLUDING AN EXECUTIVE LEADERSHIP PROGRAM, WEBINARS AND PUBLISH A NEWSLETTER. GOVERNMENT RELATIONS AND INDUSTRY RELATIONS: CONDUCT AN ANNUAL CONVENTION, CONDUCT A LEADERSHIP MEETING THAT INCLUDES ALL SECTORS OF THE INDEPENDENT GROCERY CHANNEL AND PUBLISH A NEWSLETTER. 0 1 0 1 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 78 0 1 22 1 1 1 0 0 0 1 1 0 0 0 X 53 53 1 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 0 1 1 X JOHN SCHAEFER FRACTIONAL CFO OF FM 4178180332 800 CORPORATE DRIVE SUITE 350 FORT LAUDERDALE FL 33334 TED BALISTRERI CHAIRMAN 1.00 0.00 X X 0 0 0 STEVE HENIG VICE CHAIRMAN 1.00 0.00 X X 0 0 0 MIKE STIGERS IMMEDIATE PAST CHAIR 1.00 0.00 X X 0 0 0 DAVID SMITH SECRETARY 1.00 0.00 X X 0 0 0 RICHIE MORGAN TREASURER 1.00 0.00 X X 0 0 0 JOHN AKINS BOARD MEMBER 1.00 0.00 X 0 0 0 RANDY ARCENEAUX BOARD MEMBER 1.00 0.00 X 0 0 0 MICHELE AZAR LEFT IN 2023 BOARD MEMBER 1.00 0.00 X 0 0 0 LEON BERGMANN LEFT IN 2023 BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN BOLE BOARD MEMBER 1.00 0.00 X 0 0 0 AMY BOSEK BOARD MEMBER 1.00 0.00 X 0 0 0 JENNIFER BOSMA BOARD MEMBER 1.00 0.00 X 0 0 0 RICK BRINDLE LEFT IN 2023 BOARD MEMBER 1.00 1.00 X 0 0 0 MELISSA BUONADONNA BOARD MEMBER 1.00 0.00 X 0 0 0 JAY CAMPBELL EX-OFFICIO MEMBER 1.00 0.00 X 0 0 0 CARLOS CASTRO BOARD MEMBER 1.00 0.00 X 0 0 0 RICH CHAPMAN BOARD MEMBER 1.00 0.00 X 0 0 0 EMILY COBORN-WRIGHT BOARD MEMBER 1.00 0.00 X 0 0 0 CHRIS COBORN EX-OFFICIO MEMBER 1.00 0.00 X 0 0 0 MATT ECHOLS BOARD MEMBER 1.00 0.00 X 0 0 0 CASEY FANNON BOARD MEMBER 1.00 0.00 X 0 0 0 RON GRAFF JR BOARD MEMBER 1.00 0.00 X 0 0 0 ROBERT GRAYBILL BOARD MEMBER 1.00 1.00 X 0 0 0 NEIL GREENSTEIN BOARD MEMBER 1.00 0.00 X 0 0 0 WINSTON GRIFFIN BOARD MEMBER 1.00 0.00 X 0 0 0 PAULA JANSSEN BOARD MEMBER 1.00 0.00 X 0 0 0 BOB JASKOLSKI BOARD MEMBER 1.00 0.00 X 0 0 0 TIM JENNINGS BOARD MEMBER 1.00 0.00 X 0 0 0 JORDAN KREMM BOARD MEMBER 1.00 0.00 X 0 0 0 KATHY KUZAVA BOARD MEMBER 1.00 0.00 X 0 0 0 ROB MARSH BOARD MEMBER 1.00 0.00 X 0 0 0 JON MCCORMICK BOARD MEMBER 1.00 0.00 X 0 0 0 JAY MITCHELL BOARD MEMBER 1.00 0.00 X 0 0 0 KENT MONGOMERY BOARD MEMBER 1.00 0.00 X 0 0 0 JOE MUELLER BOARD MEMBER 1.00 0.00 X 0 0 0 PETE NAJJAR BOARD MEMBER 1.00 0.00 X 0 0 0 MICHAEL NEEDLER JR BOARD MEMBER 1.00 1.00 X 0 0 0 MICHAEL NEEDLER SR EX-OFFICIO MEMBER 1.00 0.00 X 0 0 0 JIMMY NICHOLS BOARD MEMBER 1.00 0.00 X 0 0 0 RICH NIEMANN JR EX-OFFICIO MEMBER 1.00 0.00 X 0 0 0 AMY NIEMETSCHECK BOARD MEMBER 1.00 0.00 X 0 0 0 GARRETT PICKLAPP BOARD MEMBER 1.00 0.00 X 0 0 0 LAUREN GD REDMAN BOARD MEMBER 1.00 0.00 X 0 0 0 GARY REDNER BOARD MEMBER 1.00 0.00 X 0 0 0 DAVID RICE BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN ROSS EX-OFFICIO MEMBER 1.00 0.00 X 0 0 0 PAUL ROWTON BOARD MEMBER 1.00 0.00 X 0 0 0 HAMDY SHALABI BOARD MEMBER 1.00 0.00 X 0 0 0 JOE SHERIDAN LEFT IN 2023 EX-OFFICIO MEMBER 1.00 0.00 X 0 0 0 STEVE SMITH EX-OFFICIO MEMBER 1.00 0.00 X 0 0 0 CHERYL SOMMER EX-OFFICIO MEMBER 1.00 0.00 X 0 0 0 JENA SOWERS BOARD MEMBER 1.00 0.00 X 0 0 0 RAY SPRINKLE BOARD MEMBER 1.00 0.00 X 0 0 0 JEFF STRACK BOARD MEMBER 1.00 0.00 X 0 0 0 MIKE VIOLETTE BOARD MEMBER 1.00 0.00 X 0 0 0 SCOTT WIDTFELDT BOARD MEMBER 1.00 0.00 X 0 0 0 ERIC WINN BOARD MEMBER 1.00 0.00 X 0 0 0 GREGORY FERRARA PRESIDENT & CEO 32.50 5.00 X 793723 0 73031 JONATHAN DOWNEY SVP 37.50 0.00 X 259347 0 60654 LAURA STRANGE SVP 37.50 0.00 X 213140 0 62388 CHRISTOPHER JONES SVP 37.50 0.00 X 232270 0 44725 STEPHANIE JOHNSON VP 37.50 0.00 X 157609 0 32509 CHELSEA MATZEN DIRECTOR 37.50 0.00 X 137528 0 22939 1793617 0 296246 6 0 1 0 WILMERHALE 1875 PENNSYLVANIA AVENUE NW WASHINGTON DC 20006 LEGAL SERVICES 553807 PENNSYLVANIA PLAZA ASSOCIATES 600 MADISON AVENUE NEW YORK NY 10022 RENTAL SERVICES 367844 GRAND HYATT WASHINGTON 1000 H STREET NW WASHINGTON DC 20001 CONFERENCE 212765 SKDKNICKERBOCKER 1150 18TH STREET NW SUITE 800 WASHINGTON DC 20036 ANTITRUST CONSULTING 122000 HOMINEATA 6762 BRONZE POST CENTREVILLE VA 20121 MEETING MANAGEMENT 109608 7 112000 958001 1070001 MEMBERSHIP DUES 900099 2165664 2165664 SPONSORSHIPS 900099 1010797 30271 980526 CONVENTION REVENUE SHARE 611430 427260 427260 REGISTRATION FEES 900099 392153 392153 3995874 488177 488177 1560000 1446683 113317 113317 113317 FOUNDATION ADMINISTRATION 900099 745166 745166 MISCELLANEOUS INCOME 900099 67662 67662 812828 6480197 2985077 30271 2394848 93051 20500 1739278 1367947 158727 202867 696423 146912 76400 548796 53880 130092 154642 347584 179660 739504 79267 41934 DUES & SUBSCRIPTIONS 196557 OTHER EXPENSES 16839 TRAINING 15966 UBI TAXES -4148 7002678 255676 16611 302963 129589 334667 611156 210323 200879 886275 248512 710232 637763 18479840 19648914 51462 10000 3216329 3269062 23561492 24523974 495333 517946 1353016 901353 4253760 3951164 6102109 5370463 X 17459383 19153511 17459383 19153511 23561492 24523974 -522481 2216609 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 2165664 1163918 520984 1684902 887922 796980 706917 168313 538604 62908 52418 10490 116450 27781 88669 637763 DUE FROM RELATED PARTIES 352237 OPERATING LEASE ASSET 2916825 3269062 OPERATING LEASE LIABILITY 3951164 3951164 9111748 2216609 1780676 3997285 5114463 76400 1289334 1365734 6480197 7703795 2066851 2066851 5636944 76400 1289334 1365734 7002678 PART XI, LINE 2D - OTHER ADJUSTMENTS: NGA SERVICE CORPORATION REVENUES 2,146. NGA RESEARCH & EDUCATION FOUNDATION REVENUES 1,675,152. NGA PAC REVENUES 103,378. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUND FOR FAIR EXPENSES NETTED IN REVENUE FOR AUDIT 544,168. FOUNDATION MGMT REVENUE ELIMINATED IN CONSOLIDATION 745,166. PART XII, LINE 2D - OTHER ADJUSTMENTS: NGA SERVICE CORPORATION EXPENSES 565. NGA RESEARCH & EDUCATION FOUNDATION EXPENSES 1,957,972. NAC PAC EXPENSES 108,314. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUND FOR FAIR EXPENSES NETTED IN REVENUE FOR AUDIT 544,168. FOUNDATION MGMT REVENUE ELIMINATED IN CONSOLIDATION 745,166. 1 REPUBLICAN ATTORNEYS GENERAL ASSN 1747 PENNSYLVANIA AVE NW SUITE 800 WASHINGTON DC 20006 464501717 527 25000 0 SPONSORSHIP NATIONAL CAPITAL AREA BOY SCOUTS 9190 ROCKVILLE PIKE BETHESDA MD 20814 530204610 501(C)(3) 7500 0 SPONSORSHIP 1 1 BEST BAGGER AWARDS 15 20500 PART I, LINE 2: NGA PREPARES AN ANNUAL BUDGET BASED ON PROGRAMS RECOMMENDED BY NGA STAFF/BOARD MEMBERS AND APPROVED BY THE BOARD. FUNDS ARE SPENT IN ACCORDANCE WITH THE APPROVED BUDGET AND SUBJECT TO IN-PLACE APPROVALS FOR DISBURSING FUNDS. X 1 1 X X 0 0 0 GREGORY FERRARA PRESIDENT & CEO 569005 0 189750 0 34968 0 43500 0 29531 0 866754 0 0 0 JONATHAN DOWNEY SVP 214133 0 45000 0 214 0 37628 0 23026 0 320001 0 0 0 CHRISTOPHER JONES SVP 190932 0 41000 0 338 0 24450 0 20275 0 276995 0 0 0 LAURA STRANGE SVP 175797 0 37000 0 343 0 30895 0 31493 0 275528 0 0 0 STEPHANIE JOHNSON VP 142447 0 15000 0 162 0 16350 0 16159 0 190118 0 0 0 CHELSEA MATZEN DIRECTOR 127384 0 10000 0 144 0 13909 0 9030 0 160467 0 0 0 PART I, LINE 1A TRAVEL FOR COMPANIONS: NGA PROVIDES TRAVEL FOR OFFICERS' COMPANIONS TO OUR ANNUAL CONVENTION AND OTHER MEETINGS AS APPROVED BY THE PRESIDENT AND CEO. THESE AMOUNTS ARE NONTAXABLE TO THE EMPLOYEE. FORM 990, PART VI, SECTION A, LINE 2 MICHAEL NEEDLER, SR. & MICHAEL NEEDLER, JR. - FAMILY RELATIONSHIPS. FORM 990, PART VI, SECTION A, LINE 6 NGA MEMBERS INCLUDE REGULAR MEMBERS AND ASSOCIATE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A EACH REGULAR NGA AND ASSOCIATE MEMBER HAS ONE VOTE. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO THE CERTIFICATE OF INCORPORATION; APPROVAL OF MERGER OR DISSOLUTION OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B TAX FORMS ARE REVIEWED BY THE PRESIDENT/CEO AND THE FRACTIONAL CFO. FORM 990, PART VI, SECTION B, LINE 12C BOARD OF DIRECTORS ARE PRESENTED ANNUALLY WITH AND REVIEW THE COMPLIANCE WITH CONFLICT OF INTEREST POLICIES. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS APPROVES THE PRESIDENT & CEO'S, AND OTHER TOP EXECUTIVES' COMPENSATION BASED ON PERFORMANCE, ACHIEVEMENT OF WRITTEN GOALS AND OBJECTIVES AS DETERMINED BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). NGA RESEARCH AND EDUCATION FOUNDATION 601 PENNSYLVANIA AVE NW STE 375N WASHINGTON DC 20004 541634757 RESEARCH & EDUCATION VA 501(C)(3) LINE 10 NATIONAL GROCERS ASSOCIATION 1 NGA PAC 601 PENNSYLVANIA AVE NW STE 375N WASHINGTON DC 20004 454018300 POLITICAL ACTIVITIES VA 527 NATIONAL GROCERS ASSOCIATION 1 NGA SERVICE CORPORATION 601 PENNSYLVANIA AVE NW STE 375N WASHINGTON DC 20004 541754976 PROVIDE TECHNOLOGY, EQUIPMENT, FIXTURES, FINANCING AND EFFICIENCY PROGRAMS DE NATIONAL GROCERS ASSOCIATION C 2146 91867 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 NGA RESEARCH AND EDUCATION FOUNDATION O 479252 CASH NGA RESEARCH AND EDUCATION FOUNDATION N 265914 CASH INDEPENDENT GROCERS SHOW MANAGEMENT LLC 110 S HARTFORD AVE STE 200 TULSA OK 74120 824828034 MGMT OF TRADE SHOW DE RELATED 0 132478 4182936 0 0 0.29000