2023-11-14T07:55:48-06:00 2022-12-31 440160260 FORVIS LLP 1410 SPRING HILL ROAD SUITE 500 TYSONS VA 221023056 990 2022-01-01 042395151 RETAIL INDUSTRY LEADERS ASSOCIATION INC RETA 2028690200 99 M ST SE 700 WASHINGTON DC 20003 BRIAN DODGE PRESIDENT 2028690200 2023-11-14 1 BRIAN DODGE 999009999 1 AMY BIBBY P00445891 7039700400 2023-11-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRIAN DODGE 99 M ST SE 700 WASHINGTON DC 20003 19997348 0 X WWW.RILA.ORG X 1969 NY THE RETAIL INDUSTRY LEADERS ASSOCIATION'S MISSION IS TO PROMOTE CONSUMER CHOICE AND ECONOMIC FREEDOM THROUGH PUBLIC POLICY AND INDUSTRY OPERATIONAL EXCELLENCE. 21 21 59 0 0 0 0 0 15043725 19100766 443128 183223 0 0 15486853 19283989 31494 57115 0 0 8261509 8749144 0 0 0 8550529 9266379 16843532 18072638 -1356679 1211351 12257205 17668458 12000951 17399681 256254 268777 THE RETAIL INDUSTRY LEADERS ASSOCIATION'S MISSION IS TO PROMOTE CONSUMER CHOICE AND ECONOMIC FREEDOM THROUGH PUBLIC POLICY AND INDUSTRY OPERATIONAL EXCELLENCE. 0 0 THE RETAIL INDUSTRY LEADERS ASSOCIATION (RILA) OFFERS VARIOUS EDUCATIONAL PROGRAMS DEVOTED TO SPECIFIC DISCIPLINES IN THE RETAIL INDUSTRY THAT ADDRESS CUTTING-EDGE ISSUES OF CURRENT CONCERN TO ITS MEMBERS. THESE EDUCATIONAL PROGRAMS PROVIDE AN EFFECTIVE FORUM FOR MEMBERS TO LEARN FROM INDUSTRY EXPERTS, OBTAIN UP TO THE MINUTE RILA RESEARCH, AND TO INTERACT WITH THEIR PEERS. SOME OF THE AREAS ADDRESSED INCLUDE LOGISTICS, LEADERSHIP, SAFETY AND LOSS PREVENTION. THESE CONFERENCES PROVIDE OVER 2,500 ATTENDEES WITH A BLEND OF OVER 100 EDUCATIONAL SESSIONS, PROMINENT SPEAKERS, AND EXHIBITS. RILA PROMOTES THE INTERESTS OF RETAILERS AT ALL LEVELS OF GOVERNMENT. THE GOVERNMENT RELATIONS STAFF AT RILA, TOGETHER WITH RETAIL AND SUPPLIER MEMBERS, IDENTIFY KEY ISSUES THAT IMPACT BUSINESS AND WORK TO ENSURE THAT PUBLIC POLICY, AT BOTH THE FEDERAL AND STATE LEVEL, FOSTER A SUCCESSFUL AND PROFITABLE BUSINESS ENVIRONMENT. THE ASSOCIATION OFFERS LEADERS COUNCILS AND SPECIALTY COMMITTEES THAT ADDRESS SPECIFIC, CRITICAL DISCIPLINES IN THE INDUSTRY. THESE COUNCILS AND COMMITTEES SERVE AS A UNIQUE FORUM FOR MEMBERS TO DISCUSS THE LATEST INNOVATION IN THE RETAIL INDUSTRY AND TO WORK TOGETHER TO IMPROVE THEIR BUSINESSES AS WELL AS THE INDUSTRY AS A WHOLE. SOME OF THE AREAS ADDRESSED INCLUDE SUPPLY CHAIN, DATA SECURITY, HUMAN RESOURCES, TAX AND INTERNATIONAL TRADE. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 58 0 1 59 1 0 0 0 0 0 0 0 0 X 21 21 1 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 VA X THE ASSOCIATION 2028690200 99 M ST SE 700 WASHINGTON DC 20003 BRIAN CORNELL IMMEDIATE PAST CHAIRMAN 0.50 X X 0 0 0 WILLIAM RHODES EXECUTIVE COMMITTEE MEMBER 0.25 X X 0 0 0 DICK JOHNSON CHAIRMAN 0.25 X X 0 0 0 MARVIN ELLISON EXECUTIVE COMMITTEE MEMBER 0.25 X X 0 0 0 STEVE RENDLE MEMBER 0.20 X 0 0 0 JILL STANDISH MEMBER 0.20 X 0 0 0 RICHARD KEYES TREASURER 0.25 X X 0 0 0 MARK BREITBARD MEMBER 0.20 X 0 0 0 JK SYMANCYK EXECUTIVE COMMITTEE MEMBER 0.25 X X 0 0 0 CORIE BARRY CHAIR 0.25 X X 0 0 0 DAGMAR BOGGS MEMBER 0.20 X 0 0 0 CHIP BERGH MEMBER 0.20 X 0 0 0 KARYN SCHOENBART MEMBER 0.20 X 0 0 0 SHELLEY BRANSTEN MEMBER 0.20 X 0 0 0 MARK LAVIGNE MEMBER 0.20 X 0 0 0 ERIK NORDSTROM MEMBER 0.20 X 0 0 0 RODNEY MCMULLEN MEMBER 0.20 X 0 0 0 RON COUGHLIN MEMBER 0.20 X 0 0 0 DAVID KIMBELL MEMBER 0.20 X 0 0 0 JEFFERY LAVERS MEMBER 0.20 X 0 0 0 ALEC GEFRIDES MEMBER 0.20 X 0 0 0 BRIAN DODGE PRESIDENT 40.00 X 1047831 0 11531 RICHARD HANSON SEVP, PUBLIC POLICY 40.00 X 446038 0 29190 DEBORAH WHITE GENERAL COUNSEL + SEVP 40.00 X 419990 0 23052 LISA LABRUNO SEVP, RETAIL OPERATIONS & INNOVATION 40.00 X 375909 0 9901 JASON BREWER SEVP, COMMUNICATIONS & STATE 40.00 X 358483 0 16591 GILBERT TAYLOR VP, BUSINESS DEVELOPMENT 40.00 X 360833 0 29190 AUSTEN JENSEN EVP, GOVERNMENT AFFAIRS 40.00 X 312832 0 9901 BREANA MURPHY EVP, GOVERNMENT AFFAIRS 40.00 X 287758 0 7673 KATHLEEN MCGUIGAN EVP & DEPUTY GC 40.00 X 256422 0 22688 NICHOLAS AHRENS SVP, STRATEGY, INNOVATION 40.00 X 250938 0 27832 4117034 0 187549 26 0 1 0 MARRIOTT BUSINESS SERVICES PO BOX 402642 ATLANTA GA 30384 CONVENTION SERVICES 1245277 POLINGER LLC 5530 WISCONSIN AVE SUITE 1000 CHEVY CHASE MD 20815 PROPERTY MANAGEMENT 797335 PLUS COMMUNICATIONS LLC 3001 WASHINGTON BLVD 7TH FLOOR ARLINGTON VA 22201 CONSULTING 457500 MULTISTATE ASSOCIATES 515 KING STREET SUITE 300 ALEXANDRIA VA 22314 CONSULTING 404040 O'KEEFE COMMUNICATIONS LLC 2 METRO CENTER SUITE 310 BETHESDA MD 20814 CONVENTION SERVICES 346492 19 MEMBERSHIP DUES 900099 9753064 9753064 EDUCATIONAL PROGRAMS 900099 6662489 6662489 LEADERS COUNCILS/COMMI 900099 1462686 1462686 RETAIL SUSTAINABILITY 900099 797926 797926 SPECIAL PROJECTS 900099 370536 370536 54065 54065 19100766 142359 142359 754223 712231 1128 41992 -1128 40864 40864 19283989 19100766 0 183223 X 57115 2648252 5088193 156634 403557 452508 202015 52299 48455 2478485 47727 322640 746302 708715 208585 3004925 232706 92797 MEMBERSHIP DUES 898975 SUBSCRIPTIONS & PUBLICA 168958 ALL OTHER EXPENSES 30268 RECRUITING 13345 9182 18072638 2504434 1918776 42118 62109 325623 837829 477611 664154 1685802 1206394 628299 479408 8222939 7130966 32095 32095 24086 6543121 12257205 17668458 2076949 2286842 8258950 6931203 1665052 8181636 12000951 17399681 X 256254 268777 256254 268777 12257205 17668458 1211351 -1198828 0 X X 0 1 X 1 0 0 0 0 9753064 2266750 2266750 6699038 -4432288 FORM 990, SCHEDULE C, PART I-A, LINE 1 RILA FOCUSES ON PRIORITIES THAT POLICYMAKERS CAN ADVANCE TO EMPOWER RETAILERS TO CONTINUE TO INVEST IN THEIR LOCAL COMMUNITIES AND CREATE JOBS. 971040 593815 377225 714762 612579 102183 479408 INTEREST RECEIVABLE 7121 ARTWORK 19869 RIGHT-OF-USE ASSETS 6516131 6543121 DEFERRED COMPENSATION 714886 CURRENT PORTION OF LEASE LIABILITY 812203 RIGHT-OF-USE ASSET LIABILITY 6654547 8181636 X 18036706 -1198828 -1198828 19235534 48455 48455 19283989 18024183 0 18024183 48455 48455 18072638 PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES AS A QUALIFYING NOT-FOR-PROFIT ORGANIZATION UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE; ACCORDINGLY THESE FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. THE ORGANIZATION HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF DECEMBER 31, 2022. 1 THE NPD GROUP LP 900 WEST SHORE ROAD PORT WASHINGTON NY 11050 50000 0 GENERAL SUPPORT 0 1 PART I, LINE 2: GENERAL SUPPORT CONTRIBUTIONS TO RECOGNIZED 501(C)(3), 501(C)(4), AND 501(C)(6) ORGANIZATIONS ARE NOT SUBJECT TO MONITORING. X 0 1 X X X 0 0 0 BRIAN DODGE PRESIDENT 647711 0 400000 0 120 0 8388 0 3143 0 1059362 0 0 0 RICHARD HANSON SEVP, PUBLIC POLICY 435522 0 10000 0 516 0 8388 0 20802 0 475228 0 0 0 DEBORAH WHITE GENERAL COUNSEL + SEVP 409474 0 10000 0 516 0 8388 0 14664 0 443042 0 0 0 GILBERT TAYLOR VP, BUSINESS DEVELOPMENT 115210 0 245443 0 180 0 8388 0 20802 0 390023 0 0 0 LISA LABRUNO SEVP, RETAIL OPERATIONS & INNOVATION 365393 0 10000 0 516 0 8388 0 1513 0 385810 0 0 0 JASON BREWER SEVP, COMMUNICATIONS & STATE 348303 0 10000 0 180 0 8388 0 8203 0 375074 0 0 0 AUSTEN JENSEN EVP, GOVERNMENT AFFAIRS 312712 0 0 0 120 0 8388 0 1513 0 322733 0 0 0 BREANA MURPHY EVP, GOVERNMENT AFFAIRS 287647 0 0 0 111 0 0 0 7673 0 295431 0 0 0 KATHLEEN MCGUIGAN EVP & DEPUTY GC 247898 0 7000 0 1524 0 7182 0 15506 0 279110 0 0 0 NICHOLAS AHRENS SVP, STRATEGY, INNOVATION 250830 0 0 0 108 0 7030 0 20802 0 278770 0 0 0 PART I, LINE 1A TYPE OF BENEFIT: GROSS UP PAYMENTS ON GIFT CARDS LISTED PERSONS WHO RECEIVED BENEFIT AND NUMBER OF LISTED PERSONS THAT RECEIVED BENEFIT: 10 OFFICERS, KEY EMPLOYEES, & HIGHEST COMPENSATED EMPLOYEES WAS BENEFIT TREATED AS TAXABLE COMPENSATION TO LISTED PERSON: YES, TAXABLE AND GROSSED UP FOR TAXES PART I, LINE 1B THE PRESIDENT AND VP, ADMINISTRATION DETERMINE WHICH EMPLOYEE LIFE EVENTS WARRANT A STAFF GIFT WHICH WE THEN GROSS UP. THIS IS NOT A FIXED, REOCCURRING, OR GUARANTEED BENEFIT BUT RATHER A STAFF GIFT FOR SPECIFIC SITUATIONS. THESE PURCHASES ARE GIFTS RELATED TO RILA STAFF FUNCTIONS (I.E. EMPLOYEE GIFT CARDS AT CHRISTMAS) OR MAJOR LIFE EVENTS (I.E. THE BIRTH/ADOPTION OF A CHILD OR DEATH OF A FAMILY MEMBER) FOR WHICH RILA IS REQUIRED TO PAY TAX. FORM 990, PART VI, SECTION A, LINE 2 STEVE RENDLE AND CORIE BARRY (BUSINESS RELATIONSHIP) FORM 990, PART VI, SECTION A, LINE 6 RILA HAS THREE CLASSES OF MEMBERSHIP: RETAIL, PRODUCT MANUFACTURER AND ASSOCIATE. ONLY THE RETAIL MEMBERS ARE ENTITLED TO VOTE ON THE ELECTION OF MEMBERS TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A RILA HAS THREE CLASSES OF MEMBERSHIP: RETAIL, PRODUCT MANUFACTURER AND ASSOCIATE. ONLY THE RETAIL MEMBERS ARE ENTITLED TO VOTE ON THE ELECTION OF MEMBERS TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B EXCEPT AS SET FORTH IN THE NEXT SENTENCE, EACH RETAIL MEMBER AND PRODUCT MANUFACTURER MEMBER SHALL BE ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERS. PRODUCT MANUFACTURER MEMBERS SHALL NOT BE ELIGIBLE TO VOTE ON (I) THE ELECTION OF MEMBERS TO THE BOARD OF DIRECTORS, OR (II) ANY AMENDMENT TO THE CERTIFICATE OF INCORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER REVIEWS THE DRAFT FORM 990 BEFORE IT IS FILED WITH THE IRS. ALL BOARD MEMBERS RECEIVE A COPY OF THE FORM 990 ONCE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST CERTIFICATIONS ARE COMPLETED BEFORE NEW DIRECTORS JOIN THE BOARD AND ANNUALLY FOR ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES. THE POLICY PROVIDES FOR ENFORCEMENT IF NEEDED. FORM 990, PART VI, SECTION B, LINE 15 15A: EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS GIVES THE PRESIDENT AN ANNUAL REVIEW AND DETERMINES ANY COMPENSATION INCREASES. THIS REVIEW IS IN A WRITTEN FORMAT AND INCLUDES GOALS AND OBJECTIVES. 15B:IN ORDER TO ATTRACT AND RETAIN A HIGHLY QUALIFIED AND COMPETENT WORK FORCE, RILA HAS INSTITUTED A COMPENSATION AND PERFORMANCE MANAGEMENT PROGRAM TO PAY EMPLOYEES IN A FAIR AND EQUITABLE MANNER BASED UPON DEMONSTRATED JOB PERFORMANCE AND IN ACCORDANCE WITH ITS EQUAL EMPLOYMENT OPPORTUNITY POLICY. PERFORMANCE APPRAISALS AND COMPENSATION REVIEWS ARE TWO SEPARATE PROCESSES. PERFORMANCE REVIEWS DO NOT ALWAYS REQUIRE COMPENSATION ACTION. THE PERFORMANCE OF AN EMPLOYEE IS EVALUATED CONTINUOUSLY BY HIS/HER MANAGER. COMPENSATION INCREASES AT RILA ARE BASED ON AN EMPLOYEE'S PERFORMANCE, POSITION AND LEVEL OF CURRENT PAY. EMPLOYEES WHO RECEIVE BELOW AVERAGE PERFORMANCE REVIEWS ARE INELIGIBLE FOR COMPENSATION INCREASES. RILA'S COMPENSATION PRACTICES ARE BASED ON THE COMPANY'S WAGE AND SALARY GUIDELINES. FORM 990, PART VI, SECTION C, LINE 19 RILA MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC THROUGH THE SECRETARY OF STATE OF NEW YORK AND ITS FINANCIAL DOCUMENTS AVAILABLE THROUGH THE PUBLIC DISCLOSURE OF THE 990. FORM 990, PART IX, LINE 11G CONSULTANTS 2,478,485. PART XII, LINE 2C NO CHANGE FROM PRIOR YEAR.