2023-11-15T10:27:18-06:00 2022-12-31 420714325 RSM US LLP 1250 H STREET SUITE 700 WASHINGTON DC 20005 990 2022-01-01 541210751 NATIONAL GROCERS ASSOCIATION NATI 2029382570 601 PENNSYLVANIA AVE NW STE 375N WASHINGTON DC 20004 GREGORY FERRARA PRESIDENT & CEO 2029382570 2023-11-14 1 GREGORY FERRARA XXX-XX-XXXX 1 MEREDITH BELL P01696827 2022932200 2023-11-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z GREGORY FERRARA 601 PENNSYLVANIA AVE NW STE 375N WASHINGTON DC 20004 5791594 0 X WWW.NATIONALGROCERS.ORG X 1982 DC TO ENSURE INDEPENDENT, COMMUNITY-FOCUSED RETAILERS AND WHOLESALERS THE OPPORTUNITY TO SUCCEED AND BETTER SERVE THE CONSUMER THROUGH ITS POLICIES, ADVOCACY, PROGRAMS AND SERVICES. 54 54 21 54 27250 0 1190112 895861 3024915 3347610 1398010 573003 530451 718198 6143488 5534672 82565 104250 0 0 3097770 3184178 0 0 0 2781125 2994268 5961460 6282696 182028 -748024 24585456 23561492 2568742 6102109 22016714 17459383 TO ENSURE INDEPENDENT, COMMUNITY-FOCUSED RETAILERS AND WHOLESALERS THE OPPORTUNITY TO SUCCEED AND BETTER SERVE THE CONSUMER THROUGH ITS POLICIES, ADVOCACY, PROGRAMS AND SERVICES. 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 1 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 44 0 1 21 1 1 1 0 0 0 1 1 0 0 0 X 54 54 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 ABBENE BOARD MEMBER 1.00 0.00 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 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 KIMBERLY BRACKETT BOARD MEMBER 1.00 0.00 X 0 0 0 RICK BRINDLE BOARD MEMBER 1.00 0.00 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 BOARD MEMBER 1.00 0.00 X 0 0 0 CHRIS COBORN EX-OFFICIO MEMBER 1.00 0.00 X 0 0 0 DAVID CONROY BOARD MEMBER 1.00 0.00 X 0 0 0 DAVE DAVIS BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN DERDERIAN BOARD MEMBER 1.00 0.00 X 0 0 0 KIM ESKEW 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 0.00 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 STEVE HEGGELKE 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 LAUREN JOHNSON BOARD MEMBER 1.00 0.00 X 0 0 0 REED KESSLER BOARD MEMBER 1.00 0.00 X 0 0 0 KATHY KUZAVA BOARD MEMBER 1.00 0.00 X 0 0 0 MANARD LAGASSE BOARD MEMBER 1.00 0.00 X 0 0 0 KRISTI MAGNUSON-NELSON BOARD MEMBER 1.00 0.00 X 0 0 0 JAY MITCHELL 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 0.00 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 JEFF REAGAN 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 MIKE RIDENOUR 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 JOE SHERIDAN EX-OFFICIO MEMBER 1.00 0.00 X 0 0 0 STRATTON SIGLER BOARD 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 RAY SPRINKLE BOARD MEMBER 1.00 0.00 X 0 0 0 JEFF STRACK 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 ZULEMA WISCOVITCH BOARD MEMBER 1.00 0.00 X 0 0 0 JOE WOLF BOARD MEMBER 1.00 0.00 X 0 0 0 GREGORY FERRARA PRESIDENT & CEO 32.50 5.00 X 726151 0 80872 MICHELLE TILLER SVP 37.50 0.00 X 265971 0 66261 JONATHAN DOWNEY SVP 37.50 0.00 X 247018 0 52812 LAURA STRANGE SVP 37.50 0.00 X 193413 0 53306 CHRISTOPHER JONES SVP 37.50 0.00 X 202629 0 44555 CHELSEA MATZEN DIRECTOR 37.50 0.00 X 121809 0 17310 1756991 0 315116 6 0 1 0 WILMERHALE 1875 PENNSYLVANIA AVENUE NW WASHINGTON DC 20006 LEGAL SERVICES 325000 SKDKNICKERBOCKER 1150 18TH STREET NW SUITE 800 WASHINGTON DC 20036 ANTITRUST CONSULTING 165000 2 895861 895861 MEMBERSHIP DUES 900099 2101372 2101372 SPONSORSHIPS 900099 670903 27250 643653 REGISTRATION FEES 900099 318975 318975 CONVENTION REVENUE SHARE 611430 256360 256360 3347610 488250 488250 341675 256922 84753 84753 84753 FOUNDATION ADMINISTRATION 900099 665899 665899 OTHER REVENUE 900099 52299 52299 718198 5534672 2676707 27250 1934854 85500 18750 1953217 1049490 63452 118019 694052 90827 80460 297091 42200 108028 133841 369679 153337 638633 79236 42543 UBI TAXES 1067 DUES & SUBSCRIPTIONS 192429 OTHER EXPENSES 44607 GIFTS & AWARDS 19776 6462 6282696 252929 255676 529845 302963 479079 334667 306349 210323 879476 169244 774758 710232 22197661 18479840 51462 51462 -6627 3216329 24585456 23561492 537756 495333 1080188 1353016 950798 4253760 2568742 6102109 X 22016714 17459383 22016714 17459383 24585456 23561492 -748024 -3809307 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 2101372 841267 541280 1382547 861563 520984 706917 110606 596311 58898 40484 18414 113661 18154 95507 710232 DUE FROM RELATED PARTIES 19788 OPERATING LEASE ASSET 3196541 3216329 OPERATING LEASE LIABILITY 4253760 4253760 X 1907496 -3809307 1474220 -2335087 4242583 80460 1211629 1292089 5534672 6528970 1538363 1538363 4990607 80460 1211629 1292089 6282696 PART X, LINE 2: NGA IS EXEMPT FROM FEDERAL AND LOCAL INCOME TAX AS A TAX-EXEMPT TRADE ORGANIZATION UNDER THE PROVISIONS OF SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE (IRC). INCOME, WHICH IS NOT RELATED TO ITS EXEMPT PURPOSE, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO INCOME TAXES. NGA HAD NO NET UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: NGA SERVICE CORPORATION REVENUES 284. NGA RESEARCH & EDUCATION FOUNDATION REVENUES 1,377,438. NGA PAC REVENUES 96,498. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUND FOR FAIR EXPENSES NETTED IN REVENUE FOR AUDIT 545,730. FOUNDATION MGMT REVENUE ELIMINATED IN CONSOLIDATION 665,899. PART XII, LINE 2D - OTHER ADJUSTMENTS: NGA SERVICE CORPORATION EXPENSES 3,558. NGA RESEARCH & EDUCATION FOUNDATION EXPENSES 1,450,347. NAC PAC EXPENSES 84,458. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUND FOR FAIR EXPENSES NETTED IN REVENUE FOR AUDIT 545,730. FOUNDATION MGMT REVENUE ELIMINATED IN CONSOLIDATION 665,899. 1 REPUBLICAN ATTORNEYS GENERAL ASSN 1747 PENNSYLVANIA AVE NW SUIOTE 800 WASHINGTON DC 20006 464501717 527 50000 0 CONFERENCE SPONSORSHIP NATIONAL CAPITAL AREA BOY SCOUTS 9190 ROCKVILLE PIKE BETHESDA MD 20814 530204610 501(C)(3) 7500 0 SPONSORSHIP ALZHERIMER'S ASSOCIATION NAT CAPITAL AREA 655 15TH ST NW STE 500 WASHINGTON DC 20005 133039601 501(C)(3) 6000 0 GALA SPONSORSHIP 2 1 BEST BAGGER PRIZES 8 18750 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 519933 0 173250 0 32968 0 58621 0 26899 0 811671 0 0 0 MICHELLE TILLER SVP 220225 0 44558 0 1188 0 37595 0 32404 0 335970 0 0 0 JONATHAN DOWNEY SVP 204386 0 42436 0 196 0 35674 0 20926 0 303618 0 0 0 CHRISTOPHER JONES SVP 168327 0 34000 0 302 0 29987 0 18623 0 251239 0 0 0 LAURA STRANGE SVP 159177 0 33949 0 287 0 28557 0 28749 0 250719 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 284 90286 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 174031 CASH NGA RESEARCH AND EDUCATION FOUNDATION N 100726 CASH INDEPENDENT GROCERS SHOW MANAGEMENT LLC 110 S HARTFORD AVE STE 200 TULSA OK 74120 824828034 MGMT OF TRADE SHOW DE RELATED 0 231541 4050458 0 0 0.29000