NATIONAL RETAIL FEDERATION INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: NATIONAL RETAIL FEDERATION INC (EIN 13-5582627)
Tax period: 2021-03-01 to 2022-02-28
Filed: 2022-07-12
IRS object ID: 202241939349302119
Schema version: 2021v4.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule C
Schedule D
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-07-12T18:32:12-05:00	ReturnTs
Tax Period End	2022-02-28	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	420714325	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	RSM US LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1250 H STREET SUITE 700	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20005	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2021-03-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	135582627	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	NATIONAL RETAIL FEDERATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	NATI	BusinessNameControlTxt
Phone	2027837971	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1101 NEW YORK AVENUE NW 1200	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	200054348	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ZAHILYS HERNANDEZ-PEREZ	PersonNm
Person Title	CFO	PersonTitleTxt
Phone	2027837971	PhoneNum
Signature	2022-07-12	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	ZAHILYS	PersonFirstNm
Person Last	HERNANDEZ-PEREZ	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ELIZABETH W HELLER	PreparerPersonNm
PTIN	P00397829	PTIN
Phone	2022932200	PhoneNum
Preparation	2022-07-11	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	0	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	MATTHEW SHAY	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1101 NEW YORK AVENUE NW 1200	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	200054348	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$54,237,952	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	WWW.NRF.COM	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1911	FormationYr
Legal Domicile State	NY	LegalDomicileStateCd
Activity Or Mission	NRF'S MISSION IS TO ADVANCE AND PROTECT THE INTERESTS OF THE RETAIL INDUSTRY.	ActivityOrMissionDesc
Voting Members Governing Body	30	VotingMembersGoverningBodyCnt
Voting Members Independent	29	VotingMembersIndependentCnt
Total Employee	129	TotalEmployeeCnt
Total Volunteers	500	TotalVolunteersCnt
Total Gross UBI	$640,915	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$8,038,045	PYContributionsGrantsAmt
CY Contributions Grants	$8,105,707	CYContributionsGrantsAmt
PY Program Service Revenue	$9,807,552	PYProgramServiceRevenueAmt
CY Program Service Revenue	$37,012,091	CYProgramServiceRevenueAmt
PY Investment Income	$1,790,975	PYInvestmentIncomeAmt
CY Investment Income	$2,935,903	CYInvestmentIncomeAmt
PY Other Revenue	$549,502	PYOtherRevenueAmt
CY Other Revenue	$640,915	CYOtherRevenueAmt
PY Total Revenue	$20,186,074	PYTotalRevenueAmt
CY Total Revenue	$48,694,616	CYTotalRevenueAmt
PY Grants And Similar Paid	$24,690	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$19,261,208	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$21,586,923	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$18,482,822	PYOtherExpensesAmt
CY Other Expenses	$29,878,756	CYOtherExpensesAmt
PY Total Expenses	$37,768,720	PYTotalExpensesAmt
CY Total Expenses	$51,465,679	CYTotalExpensesAmt
PY Revenues Less Expenses	-$17,582,646	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$2,771,063	CYRevenuesLessExpensesAmt
Total Assets BOY	$51,823,967	TotalAssetsBOYAmt
Total Assets EOY	$44,909,805	TotalAssetsEOYAmt
Total Liabilities BOY	$31,740,955	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$29,351,956	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$20,083,012	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$15,557,849	NetAssetsOrFundBalancesEOYAmt
Mission	NRF'S MISSION IS TO ADVANCE AND PROTECT THE INTERESTS OF THE RETAIL INDUSTRY AND TO HELP RETAILERS ACHIEVE EXCELLENCE IN ALL AREAS OF THEIR BUSINESS.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Desc	NRF ADVANCES AND PROTECTS THE INTERESTS OF THE RETAIL INDUSTRY THROUGH ITS LEGISLATIVE AND REGULATORY ADVOCACY. THESE EFFORTS FOCUS ON THE ISSUES THAT DIRECTLY AFFECT THE RETAIL BUSINESS INCLUDING CREDIT AND PAYMENTS POLICY, LABOR BENEFITS AND EMPLOYMENT PRACTICES, TRADE AND TAX POLICY, AMONG OTHERS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Desc	NRF HELPS RETAILERS ACHIEVE EXCELLENCE IN ALL AREAS OF THEIR BUSINESS THROUGH ITS ANNUAL CONVENTION, CONFERENCES AND WORKSHOPS. THESE EVENTS BRING RETAILERS TOGETHER WITH INDUSTRY THOUGHT LEADERS AND SUPPLIERS TO EXPLORE RESEARCH ON THE FUTURE OF RETAIL; EXAMINE BENCHMARKING AND BEST PRACTICES OF INDUSTRY PEERS; AND LEARN ABOUT CUTTING EDGE PRODUCTS FROM THE INDUSTRY'S LEADING SOLUTION PROVIDERS. DESIGNED TO MEET THE NEEDS OF A VARIETY OF RETAIL DISCIPLINES INCLUDING STRATEGY AND RETAIL OPERATIONS, TECHNOLOGY, E-COMMERCE, LOSS PREVENTION AND MARKETING THE EVENTS ATTRACT MORE THAN 40,000 INDUSTRY PROFESSIONALS ANNUALLY.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Desc	NRF HELPS ITS MEMBERS ACHIEVE EXCELLENCE IN THEIR BUSINESS THROUGH INFORMATION DISSEMINATION ON TOPICS THAT RANGE FROM DATA SECURITY, E-COMMERCE, SALES TRENDS, TO FACILITATION OF PEER TO PEER INTERACTION THAT CREATE WORKABLE SOLUTIONS TO BUSINESS CHALLENGES SUCH AS LEVERAGING TECHNOLOGY IN AN UNCERTAIN ECONOMY AND MANAGING GENERATIONAL DIFFERENCES. THE WORK IS CONDUCTED BY OVER 50 INDUSTRY COUNCILS AND TASK FORCES.	Desc

Field	Value	IRS element (for citing)
Described In Section501c3	0	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Subject To Proxy Tax	Yes (1)	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	131	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	129	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	Yes (1)	NondeductibleContributionsInd
Nondeductible Contri Discl	Yes (1)	NondeductibleContriDisclInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (1)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	30	GoverningBodyVotingMembersCnt
Independent Voting Member	29	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (1)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	0	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ZAHILYS HERNANDEZ-PEREZ	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2027837971	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1101 NEW YORK AVENUE NW 1200	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	200054348	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
MATTHEW R SHAY
PRESIDENT AND CEO	41.50	8.50	Yes (X)	Yes (X)	$6,033,480	$0	$808,163
JOHN FURNER
CHAIR	0.50		Yes (X)	Yes (X)	$0	$0	$0
MIKE GEORGE
IMMEDIATE PAST CHAIR	0.50		Yes (X)	Yes (X)	$0	$0	$0
JEFF GENNETTE
FIRST VICE CHAIR	0.50	0.50	Yes (X)	Yes (X)	$0	$0	$0
BETH ABERG
DIRECTOR	0.50		Yes (X)		$0	$0	$0
RAY ALLEN
DIRECTOR	0.50		Yes (X)		$0	$0	$0
CHRISTOPHER BALDWIN
DIRECTOR	0.50		Yes (X)		$0	$0	$0
MARLA BECK THRU 102021
DIRECTOR	0.50		Yes (X)		$0	$0	$0
BRIAN CORNELL
DIRECTOR	0.50		Yes (X)		$0	$0	$0
TYSON CORNELL
DIRECTOR	0.50		Yes (X)		$0	$0	$0
LEE DELANEY THRU 42021
DIRECTOR	0.50		Yes (X)		$0	$0	$0
ROBERT EDDY START 62021
DIRECTOR	0.50		Yes (X)		$0	$0	$0
MICHELLE GASS
DIRECTOR	0.50		Yes (X)		$0	$0	$0
NANCY GREEN START 62021
DIRECTOR	0.50		Yes (X)		$0	$0	$0
ANTHONY HUCKER
DIRECTOR	0.50		Yes (X)		$0	$0	$0
STEVE JOYCE THRU 102021
DIRECTOR	0.50		Yes (X)		$0	$0	$0
STEVE LAUGHLIN THRU 52021
DIRECTOR	0.50		Yes (X)		$0	$0	$0
HAL LAWTON
DIRECTOR	0.50		Yes (X)		$0	$0	$0
SHARON M LEITE
DIRECTOR	0.50		Yes (X)		$0	$0	$0
KEITH LIPERT THRU 122021
DIRECTOR	0.50	0.50	Yes (X)		$0	$0	$0
PATRICE LOUVET
DIRECTOR	0.50		Yes (X)		$0	$0	$0
JOHN MCATEER
DIRECTOR	0.50		Yes (X)		$0	$0	$0
ANISH MELWANI
DIRECTOR	0.50		Yes (X)		$0	$0	$0
MARC METRICK
DIRECTOR	0.50		Yes (X)		$0	$0	$0
EVA PRESS THRU 122021
DIRECTOR	0.50		Yes (X)		$0	$0	$0
DAVID RATNER
DIRECTOR	0.50		Yes (X)		$0	$0	$0
SERGIO ROJAS
DIRECTOR	0.50		Yes (X)		$0	$0	$0
VIVEK SANKARAN
DIRECTOR	0.50		Yes (X)		$0	$0	$0
RODNEY SIDES THRU 122021
DIRECTOR	0.50		Yes (X)		$0	$0	$0
KIMBERLY SMITH
DIRECTOR	0.50		Yes (X)		$0	$0	$0
TONY SPRING START 12022
DIRECTOR	0.25	0.25	Yes (X)		$0	$0	$0
EDWARD W STACK
DIRECTOR	0.50		Yes (X)		$0	$0	$0
COLLEEN TAYLOR
DIRECTOR	0.50		Yes (X)		$0	$0	$0
KIP TINDELL
DIRECTOR	0.50		Yes (X)		$0	$0	$0
ROBERT WALLSTROM
DIRECTOR	0.50		Yes (X)		$0	$0	$0
STEVEN WILLIAMS START 62021
DIRECTOR	0.50		Yes (X)		$0	$0	$0
TIFFANY ZARFAS WILLIAMS
DIRECTOR	0.50		Yes (X)		$0	$0	$0
STEPHANIE MARTZ
GENERAL COUNSEL	41.50	8.50		Yes (X)	$707,524	$0	$87,743
DAVID FRENCH
SVP, GOVERNMENT RELATIONS	50.00				$929,117	$0	$94,360	Yes (X)
SUSAN NEWMAN
SVP, CONFERENCES	50.00				$439,124	$0	$74,902	Yes (X)
ARTEMIS SAKELL
SENIOR DIRECTOR, EXHIBITS	50.00				$418,708	$0	$5,494	Yes (X)
WILLIAM THORNE
SVP, PUBLIC RELATIONS/ED, NRFF	25.00	25.00			$333,999	$333,999	$84,841	Yes (X)
MARTINE REARDON
CHIEF MARKETING OFFICER & EVP	50.00				$319,814	$0	$41,261	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$9,181,766	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$333,999	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,196,764	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	54	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
THE FREEMAN COMPANIES
PO BOX 650036	DALLAS	TX	75265	SHOW MANAGEMENT	$1,002,821
BLUETEXT LLC
3400 IDAHO AVE NW	WASHINGTON	DC	20016	MARKETING STRATEGY CONSULTING , EXECUTIO	$867,233
CRAFT MEDIA DIGITAL LLC
1600 K STREET NW	WASHINGTON	DC	20006	RECONCILIATION CAMPAIGN	$729,200
TUSK STRATEGIES LLC
251 PARK AVENUE SOUTH 8TH FLOOR	NEW YORK	NY	10010	SHOW CONTENT STRATEGY	$480,000
CONSOVOY MCCARTHY PLLC
1600 WILSON BLVD	ARLINGTON	VA	22209	RECONCILIATION CAMPAIGN	$300,000

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	39	CntrctRcvdGreaterThan100KCnt
Membership Dues	$8,105,707	MembershipDuesAmt
Total Contributions	$8,105,707	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EVENTS	900099	$34,869,350	$34,869,350
MEMBER PROGRAMS	900099	$1,260,616	$1,260,616
SPECIAL PROJECTS	900099	$882,125	$882,125

Field	Value	IRS element (for citing)
Total Program Service Revenue	$37,012,091	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,051,888	TotalRevenueColumnAmt
Exclusion	$1,051,888	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$640,915	TotalRevenueColumnAmt
Unrelated Business Revenue	$640,915	UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$7,377,351	SecuritiesAmt
Other	$50,000	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$5,538,642	SecuritiesAmt
Other	$4,694	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$1,838,709	SecuritiesAmt
Other	$45,306	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,884,015	TotalRevenueColumnAmt
Exclusion	$1,884,015	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$48,694,616	TotalRevenueColumnAmt
Related Or Exempt Func Income	$37,012,091	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$640,915	UnrelatedBusinessRevenueAmt
Exclusion	$2,935,903	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$7,636,909	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$10,559,461	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$1,499,294	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$766,793	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$1,124,466	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$1,501,982	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$99,836	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$72,922	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$3,140,564	TotalAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,833,117	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,431,192	TotalAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$865,131	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$2,767,920	TotalAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$375,423	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$13,372,334	TotalAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$817	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$752,999	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$70,814	TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt
BUS & REPRESENTATION	$1,358,883
TAXES	$757,000
DUES	$392,822
BAD DEBT EXPENSE	$85,000

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$51,465,679	TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$4,641,328	BOYAmt
EOY	$3,818,623	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$2,089,983	BOYAmt
EOY	$1,903,095	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$628,114	BOYAmt
EOY	$738,491	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$7,049,154	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$5,409,508	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$2,163,043	BOYAmt
EOY	$1,639,646	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$38,740,078	BOYAmt
EOY	$34,373,776	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$3,561,421	BOYAmt
EOY	$2,436,174	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$51,823,967	BOYAmt
EOY	$44,909,805	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$9,745,609	BOYAmt
EOY	$12,785,316	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$16,462,668	BOYAmt
EOY	$10,432,309	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
EOY	$2,500,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$5,532,678	BOYAmt
EOY	$3,634,331	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$31,740,955	BOYAmt
EOY	$29,351,956	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$20,083,012	BOYAmt
EOY	$15,557,849	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$20,083,012	BOYAmt
EOY	$15,557,849	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$51,823,967	BOYAmt
EOY	$44,909,805	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$2,771,063	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$1,495,936	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$258,164	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Substantially All Dues Nonded	Yes (1)	SubstantiallyAllDuesNondedInd
Only In House Lobbying	0	OnlyInHouseLobbyingInd
Agree Carryover Prior Year	0	AgreeCarryoverPriorYearInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE C, PART III:	FormAndLineReferenceDesc
Explanation	ADDITIONAL INFORMATION: A LARGE AMOUNT OF NRF'S DIRECT AND GRASSROOTS LOBBYING ACTIVITIES ARE PERFORMED BY NRF'S STAFF OF LOBBYISTS.	ExplanationTxt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$3,309,978	OtherCostOrOtherBasisAmt
Depreciation	$2,530,623	DepreciationAmt
Book Value	$779,355	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$573,736	OtherCostOrOtherBasisAmt
Depreciation	$427,660	DepreciationAmt
Book Value	$146,076	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$3,165,440	OtherCostOrOtherBasisAmt
Depreciation	$2,451,225	DepreciationAmt
Book Value	$714,215	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$1,639,646	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

Field	Value	IRS element (for citing)
Desc	DEFERRED COMPENSATION	Desc
Book Value	$2,436,174	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$2,436,174	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDesc	AmtAmt
DEFERRED COMPENSATION	$2,039,439
ACCRUED RENT	$1,223,149
LEASES PAYABLE	$1,904
POST RETIREMENT HEALTH INSURANCE LIABILITY	$271
PENSION LIABILITY	$314,561
DEFERRED PAYROLL TAXES	$55,007

Field	Value	IRS element (for citing)
Total Liability	$3,634,331	TotalLiabilityAmt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Travel For Companions	Yes (X)	TravelForCompanionsInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MATTHEW R SHAY
PRESIDENT AND CEO	$2,183,333	$0	$1,575,000	$0	$2,275,147	$0	$651,400	$0	$156,763	$0	$6,841,643	$0	$900,000	$0
DAVID FRENCH
SVP, GOVERNMENT RELATIONS	$598,333	$0	$230,000	$0	$100,784	$0	$51,400	$0	$42,960	$0	$1,023,477	$0	$0	$0
STEPHANIE MARTZ
GENERAL COUNSEL	$506,167	$0	$155,000	$0	$46,357	$0	$51,400	$0	$36,343	$0	$795,267	$0	$0	$0
WILLIAM THORNE
SVP, PUBLIC RELATIONS/ED, NRFF	$232,875	$232,875	$77,500	$77,500	$23,624	$23,624	$25,700	$25,700	$16,720	$16,721	$376,419	$376,420	$0	$0
SUSAN NEWMAN
SVP, CONFERENCES	$336,667	$0	$80,000	$0	$22,457	$0	$45,833	$0	$29,069	$0	$514,026	$0	$0	$0
ARTEMIS SAKELL
SENIOR DIRECTOR, EXHIBITS	$76,520	$0	$342,019	$0	$169	$0	$0	$0	$5,494	$0	$424,202	$0	$0	$0
MARTINE REARDON
CHIEF MARKETING OFFICER & EVP	$318,750	$0	$0	$0	$1,064	$0	$18,375	$0	$22,886	$0	$361,075	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 1A

FIRST CLASS TRAVEL IS PROVIDED TO NRF EMPLOYEES ON AN EXCEPTION BASIS FOR OVERSEAS TRAVEL. IT IS NOT INCLUDED AS COMPENSATION ON A W-2 AS WE CONSIDER IT PART OF DOING BUSINESS. THE CEO CONTRACT REQUIRES SPOUSAL PARTICIPATION IN A LIMITED NUMBER OF EVENTS THROUGHOUT THE YEAR. THIS IS A BUSINESS REQUIREMENT AND AS SUCH IS NOT REPORTED ON A W-2. NRF PAYS MONTHLY CLUB DUES FOR ONE HCE FOR BUSINESS PURPOSES. ANY NON-BUSINESS USE IS REPORTED AS COMPENSATION ON THE HCE'S W-2.

PART I, LINE 4B

THE CEO PARTICIPATES IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN AS DESCRIBED IN SECTION 457F OF THE IRC. PAYMENTS TO THE 457F PLAN CONSIST OF EMPLOYER CONTRIBUTIONS. THERE WAS A 457F CONTRIBUTION OF $700,000 IN THE CURRENT YEAR.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6	NRF IS A MEMBERSHIP BASED TRADE ASSOCIATION.
FORM 990, PART VI, SECTION A, LINE 7A	NRF'S GOVERNING BODY IS ELECTED BY ITS MEMBERSHIP.
FORM 990, PART VI, SECTION A, LINE 7B	NRF'S GOVERNING BODY NOMINATES ITS OFFICERS, WHICH ARE THEN SUBJECT TO THE APPROVAL OF THE MEMBERSHIP.
FORM 990, PART VI, SECTION B, LINE 11B	NRF'S FINANCE COMMITTEE IS A STANDING COMMITTEE OF THE BOARD OF DIRECTORS AND IS RESPONSIBLE FOR THE FINANCIAL AND ACCOUNTING MATTERS OF THE FEDERATION. AS SUCH, THE FINANCE COMMITTEE HAS PRIMARY BOARD RESPONSIBILITY FOR THE REVIEW OF THE NRF'S OPERATING BUDGET AND AUDITED FINANCIAL STATEMENTS IN ITS BOARD AUTHORIZED ROLE. THE FINANCE COMMITTEE ALSO REVIEWS THE FORM 990 WITH NRF'S MANAGEMENT. A COMPLETE COPY OF THE 2021 FORM 990 WAS SHARED WITH THE FINANCE COMMITTEE PRIOR TO ITS FILING. THE FINAL RETURN WAS SIGNED BY NRF'S TAX ADVISOR, RSM US LLP AND NRF'S CFO AND WAS FILED ON A TIMELY BASIS.
FORM 990, PART VI, SECTION B, LINE 12C	NRF PERIODICALLY REVIEWS ITS BUSINESS ETHICS & EMPLOYEE CONDUCT POLICY WITH STAFF. MEMBER MEETINGS, COMMITTEE MEETINGS AND ALL BOARD MEETINGS ARE OPENED WITH EITHER A WRITTEN DISTRIBUTION OF THE NRF ANTITRUST GUIDELINES OR A GENERAL REFERENCE TO THE FACT THAT NRF DOES HAVE SUCH GUIDELINES AND THOSE ATTENDING ARE REQUESTED TO ADHERE TO THEM. NRF'S GOVERNING BODY ALSO ATTESTS ANNUALLY TO ITS CONFLICT OF INTEREST POLICY. IN THE EVENT A CONFLICT IS DETERMINED, THE BOARD MEMBER WITH THE CONFLICT IS ASKED TO RECUSE HIM OR HERSELF FROM VOTING ON THE MATTER UNDER DISCUSSION.
FORM 990, PART VI, SECTION B, LINE 15	NRF'S COMPENSATION COMMITTEE, WHICH IS COMPRISED OF MEMBERS OF THE GOVERNING BODY, ESTABLISHES THE COMPENSATION FOR THE CEO. IN SETTING THE COMPENSATION THE GROUP CONSIDERS PERFORMANCE TO GOALS AS WELL AS COMPARABILITY DATA. THERE IS CONTEMPORANEOUS SUBSTANTIATION OF THE COMMITTEE'S DELIBERATIONS. PART VI, SECTION B, LINE 15B: NRF'S PRESIDENT AND CEO ESTABLISH THE COMPENSATION OF THE OTHER OFFICERS OF THE ORGANIZATION. IN SETTING THE COMPENSATION, THE PRESIDENT AND CEO CONSIDER PERFORMANCE TO GOALS AS WELL AS COMPARABILITY DATA. THESE DECISIONS ARE REVIEWED WITH THE COMPENSATION COMMITTEE ANNUALLY AND THERE IS CONTEMPORANEOUS SUBSTANTIATION OF THE COMPENSATION DECISIONS.
FORM 990, PART VI, SECTION C, LINE 19	NRF'S FINANCIAL INFORMATION IS MADE AVAILABLE THROUGH THE PUBLIC DISCLOSURE OF ITS FORM 990. NRF'S ARTICLES OF INCORPORATION ARE ON FILE WITH THE STATE OF NEW YORK AND ADDITIONAL GOVERNANCE INFORMATION IS CONTAINED IN THE FORM 990. NRF'S CONFLICT OF INTEREST POLICIES ARE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9:	OCI-PENSION -258,164.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	NRF FOUNDATION	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1101 NEW YORK AVE NW SUITE 1200	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20005	ZIPCd

Field	Value	IRS element (for citing)
EIN	521224690	EIN
Primary Activities	SUPPORT AND PROMOTE RETAIL EDUCATION, RESEARCH, AND CAREERS	PrimaryActivitiesTxt
Legal Domicile State	DC	LegalDomicileStateCd
Exempt Code Section	501(C)(3)	ExemptCodeSectionTxt
Public Charity Status	LINE 10	PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	NATIONAL RETAIL FEDERATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Controlled Organization	Yes (1)	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (1)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (1)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (1)	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
NRF FOUNDATION
Q	$1,743,136	COST
NRF FOUNDATION
R	$1,041,139	COST
NRF FOUNDATION
S	$610,615	COST