2022-08-23T13:35:41-05:00 2021-12-31 420714325 RSM US LLP 1250 H STREET SUITE 700 WASHINGTON DC 20005 990 2021-01-01 541210751 NATIONAL GROCERS ASSOCIATION NATI 2029382570 601 PENNSYLVANIA AVE NW STE 375N WASHINGTON DC 20004 GREGORY FERRARA PRESIDENT & CEO 2029382570 2022-08-16 1 GREGORY FERRARA XXX-XX-XXXX SARA SMITH P01332734 2022932200 2022-08-16 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z GREGORY FERRARA 601 PENNSYLVANIA AVE NW STE 375N WASHINGTON DC 20004 10950802 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. 52 52 16 64 55125 0 723859 1190112 2903304 3024915 1250092 1398010 1678371 530451 6555626 6143488 105571 82565 0 0 2682396 3097770 0 0 0 2316415 2781125 5104382 5961460 1451244 182028 21893281 24585456 1178200 2568742 20715081 22016714 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 0 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 42 0 1 16 1 1 1 0 0 0 1 1 0 0 0 X 52 52 1 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 0 1 1 X MICHELLE TILLER SVP FINANCE 2029382570 601 PENNSYLVANIA AVE NW STE 375N WASHINGTON DC 20004 MIKE STIGERS CHAIRMAN 1.00 0.00 X X 0 0 0 TED BALISTRERI VICE CHAIRMAN 1.00 0.00 X X 0 0 0 CHERYL SOMMER IMMEDIATE PAST CHAIR 1.00 0.00 X X 0 0 0 JEFF REAGAN SECRETARY 1.00 0.00 X X 0 0 0 DAVID SMITH 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, AS OF 3/9/21 1.00 0.00 X 0 0 0 JOHN BOLE 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, AS OF 3/9/21 1.00 1.00 X 0 0 0 MELISSA BUONADONNA BOARD MEMBER, AS OF 3/9/21 1.00 0.00 X 0 0 0 JAY CAMPBELL BOARD MEMBER 1.00 0.00 X 0 0 0 CARLOS CASTRO BOARD MEMBER, AS OF 3/9/21 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 RON GRAFF JR BOARD MEMBER 1.00 0.00 X 0 0 0 ROBERT GRAYBILL BOARD MEMBER, AS OF 3/9/21 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 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, AS OF 3/9/21 1.00 0.00 X 0 0 0 MANARD LAGASSE BOARD MEMBER, AS OF 3/9/21 1.00 0.00 X 0 0 0 KRISTI MAGNUSON-NELSON 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, AS OF 3/9/21 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 GARY REDNER BOARD MEMBER 1.00 0.00 X 0 0 0 MIKE RIDENOUR BOARD MEMBER, AS OF 3/9/21 1.00 0.00 X 0 0 0 JOHN ROSS EX-OFFICIO 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 JEFF STRACK BOARD MEMBER 1.00 0.00 X 0 0 0 MICHAEL VIOLETTE BOARD MEMBER 1.00 0.00 X 0 0 0 SCOTT WIDTFELDT BOARD MEMBER, AS OF 3/9/21 1.00 0.00 X 0 0 0 ERIC WINN BOARD MEMBER, AS OF 3/9/21 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 NEAL BERUBE BOARD MEMBER, THRU 3/9/21 1.00 0.00 X 0 0 0 TRENT BROOKSHIRE BOARD MEMBER, THRU 10/21 1.00 0.00 X 0 0 0 DAVID BULLARD BOARD MEMBER, THRU 5/21 1.00 0.00 X 0 0 0 MICHELLE HURD BOARD MEMBER, THRU 3/9/21 1.00 0.00 X 0 0 0 AMY KIRTLAND BOARD MEMBER, THRU 2/21 1.00 0.00 X 0 0 0 ROGER LOWE BOARD MEMBER, THRU 3/9/21 1.00 0.00 X 0 0 0 BOB MCTEIR BOARD MEMBER, THRU 3/9/21 1.00 0.00 X 0 0 0 RICHARD MORGAN JR BOARD MEMBER, THRU 3/9/21 1.00 0.00 X 0 0 0 BRIAN MOYER BOARD MEMBER, THRU 3/9/21 1.00 0.00 X 0 0 0 ELIGIO PENA BOARD MEMBER, THRU 3/9/21 1.00 0.00 X 0 0 0 KEVIN PROCTOR BOARD MEMBER, THRU 3/21 1.00 0.00 X 0 0 0 LORI RAYA BOARD MEMBER, THRU 6/21 1.00 0.00 X 0 0 0 GREGORY FERRARA PRESIDENT & CEO 32.50 5.00 X 604415 0 76197 MICHELLE TILLER SVP 37.50 0.00 X 258378 0 64545 LAURA STRANGE SVP 37.50 0.00 X 240292 0 50765 JONATHAN DOWNEY SVP 37.50 0.00 X 185646 0 46465 CHRISTOPHER JONES SVP 37.50 0.00 X 177362 0 42037 CHELSEA MATZEN DIRECTOR 37.50 0.00 X 104502 0 16038 1570595 0 296047 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 373337 816775 1190112 MEMBERSHIP DUES 900099 1966133 1966133 SPONSORSHIPS 900099 525280 55125 470155 CONVENTION REVENUE SHARE 611430 331844 331844 REGISTRATION FEES 900099 201658 201658 3024915 381961 381961 5564643 258720 4807314 0 757329 258720 1016049 1016049 FOUNDATION ADMINISTRATION 900099 476839 476839 OTHER REVENUE 900099 53612 53612 530451 6143488 2499635 55125 2398616 63315 19250 1763604 1122212 80783 131171 555907 71767 96485 347464 16868 125182 200545 668336 58624 330178 70603 42311 UBI TAX 3218 DUES & SUBSCRIPTIONS 156237 MISCELLANEOUS 20127 GIFTS & AWARDS 20067 -2794 5961460 160661 252929 1295360 529845 355461 479079 331739 306349 869316 94558 10789 774758 19688209 22197661 51462 51462 -400 -6627 21893281 24585456 364098 537756 782366 1080188 31736 950798 1178200 2568742 X 20715081 22016714 20715081 22016714 21893281 24585456 182028 1119605 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 1966133 807344 203196 1010540 469260 541280 706917 52898 654019 48738 32978 15760 113661 8682 104979 774758 DEFERRED RENT 370309 LEASE INCENTIVE LIABILITY 580489 950798 7799017 1119605 1545070 2664675 5134342 96485 912661 1009146 6143488 6366666 1414352 1414352 4952314 96485 912661 1009146 5961460 PART XI, LINE 2D - OTHER ADJUSTMENTS: NGA SERVICE CORPORATION REVENUES 294. NGA RESEARCH & EDUCATION FOUNDATION REVENUES 1,469,628. NGA PAC REVENUES 75,148. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUND FOR FAIR EXPENSES NETTED IN REVENUE FOR AUDIT 435,822. FOUNDATION MGMT REVENUE ELIMINATED IN CONSOLIDATION 476,839. PART XII, LINE 2D - OTHER ADJUSTMENTS: NGA SERVICE CORPORATION EXPENSES 3,995. NGA RESEARCH & EDUCATION FOUNDATION EXPENSES 1,340,059. NAC PAC EXPENSES 70,298. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUND FOR FAIR EXPENSES NETTED IN REVENUE FOR AUDIT 435,822. FOUNDATION MGMT REVENUE ELIMINATED IN CONSOLIDATION 476,839. 1 AMERICAN ANTITRUST INSTITUTE 1025 CONNECTICUT AVE NW SUITE 1000 WASHINGTON DC 20036 522093834 501C3 20000 0 SPONSORSHIP NATIONAL CAPITAL AREA COUNCIL - BOY SCOUTS OF AMERICA 9190 ROCKVILLE PIKE BETHESDA MD 20814 530204610 501C3 15000 0 GALA DONATION 2 0 BEST BAGGER PRIZES 10 19250 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 437157 0 136290 0 30968 0 55724 0 25002 0 685141 0 0 0 MICHELLE TILLER SVP 213930 0 43260 0 1188 0 36505 0 31029 0 325912 0 0 0 LAURA STRANGE SVP 198912 0 41200 0 180 0 34633 0 19271 0 294196 0 0 0 JONATHAN DOWNEY SVP 152410 0 32960 0 276 0 26735 0 23053 0 235434 0 0 0 CHRISTOPHER JONES SVP 132092 0 45000 0 270 0 27324 0 18236 0 222922 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 SVP-FINANCE & ADMINISTRATION AND THE PRESIDENT & CEO 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 294 94539 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 108435 CASH NGA RESEARCH AND EDUCATION FOUNDATION N 62770 CASH INDEPENDENT GROCERS SHOW MANAGEMENT LLC 110 S HARTFORD AVE STE 200 TULSA OK 74120 824828034 MGMT OF TRADE SHOW DE RELATED 0 338737 3818917 0 0 0.29000