NATIONAL RETAIL FEDERATION INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL RETAIL FEDERATION INC (EIN 13-5582627)
- Tax period
- 2019-03-01 to 2020-02-29
- Filed
- 2020-11-19
- IRS object ID
- 202003249349300215
- Schema version
- 2019v5.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-19T13:36:55-06:00 | ReturnTs |
| Tax Period End | 2020-02-29 | 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 | 2021 L STREET NW 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-03-01 | 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 NO 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 | 2020-11-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELIZABETH W HELLER | PreparerPersonNm |
| PTIN | P00397829 | PTIN |
| Phone | 2022932200 | PhoneNum |
| Preparation | 2020-11-18 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.79.22.96 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-19 | IPDt |
| IP Tm | 13:23:01 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 907A16943A5AE6BD468F5755AE9454C37C362E74 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | 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 NO 1200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200054348 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $86,397,610 | 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 | 149 | TotalEmployeeCnt |
| Total Volunteers | 4000 | TotalVolunteersCnt |
| Total Gross UBI | $648,033 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,689,314 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,617,860 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $45,933,835 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $48,162,868 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,558,111 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,471,728 | CYInvestmentIncomeAmt |
| PY Other Revenue | $633,201 | PYOtherRevenueAmt |
| CY Other Revenue | $729,084 | CYOtherRevenueAmt |
| PY Total Revenue | $56,814,461 | PYTotalRevenueAmt |
| CY Total Revenue | $59,981,540 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | 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 | $22,738,371 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $23,314,867 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $33,809,042 | PYOtherExpensesAmt |
| CY Other Expenses | $33,060,745 | CYOtherExpensesAmt |
| PY Total Expenses | $56,547,413 | PYTotalExpensesAmt |
| CY Total Expenses | $56,375,612 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $267,048 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,605,928 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $53,192,980 | TotalAssetsBOYAmt |
| Total Assets EOY | $60,558,264 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $21,251,325 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $29,336,437 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $31,941,655 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $31,221,827 | 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 | 0 | 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 | Yes (1) | 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 | 198 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 149 | 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 NO 1200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200054348 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 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 |
|---|---|---|---|---|---|---|---|---|
| MIKE GEORGE | ||||||||
| CHAIR | 0.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JEFF GENNETTE | ||||||||
| FIRST VICE CHAIR | 0.50 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN FURNER | ||||||||
| SECOND VICE CHAIR | 0.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MATTHEW R SHAY | ||||||||
| PRESIDENT AND CEO | 41.50 | 8.50 | Yes (X) | Yes (X) | $3,913,714 | $0 | $532,138 | |
| CHRISTOPHER BALDWIN | ||||||||
| IMMEDIATE PAST CHAIR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BETH ABERG | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARLA BECK | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKI RACINE BERARDELLI | ||||||||
| DIRECTOR (END 11/19) | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GUNTHER BRIGHT | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CLAUDIO DEL VECCHIO | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY HUCKER | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID JAFFE | ||||||||
| DIRECTOR (END 5/19) | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE JOYCE | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE KNOPIK | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE LAUGHLIN | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SHARON M LEITE | ||||||||
| DIRECTOR (START 1/20) | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KEITH LIPERT | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICE LOUVET | ||||||||
| DIRECTOR (START 1/20) | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN MCATEER | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARC METRICK | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MITCHELL B MODELL | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RACHEL MUSHAHWAR | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| EVA PRESS | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID RATNER | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES RHEE | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SERGIO ROJAS | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GREG SANDFORT | ||||||||
| DIRECTOR (END 1/20) | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RACHEL SHECHTMAN | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RODNEY SIDES | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD W STACK | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KIP TINDELL | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT WALLSTROM | ||||||||
| DIRECTOR (START 1/20) | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TIFFANY ZARFAS WILLIAMS | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHANIE MARTZ | ||||||||
| GENERAL COUNSEL | 41.50 | 8.50 | Yes (X) | $598,365 | $0 | $56,376 | ||
| CARLEEN C KOHUT | ||||||||
| EVP AND COO (END 10/19) | 41.50 | 8.50 | Yes (X) | $973,666 | $0 | $74,483 | ||
| DAVID FRENCH | ||||||||
| SVP, GOVERNMENT RELATIONS | 50.00 | 0.00 | $789,361 | $0 | $74,469 | Yes (X) | ||
| SUSAN NEWMAN | ||||||||
| SVP, CONFERENCES | 50.00 | 0.00 | $481,741 | $0 | $61,905 | Yes (X) | ||
| WILLIAM THORNE | ||||||||
| SVP, PUBLIC RELATIONS | 50.00 | 0.00 | $563,681 | $0 | $65,482 | Yes (X) | ||
| ARTEMIS SAKELL | ||||||||
| SENIOR DIRECTOR, EXHIBITS & SPONSORS | 50.00 | 0.00 | $452,080 | $0 | $36,816 | Yes (X) | ||
| LISA BROYHILL | ||||||||
| SVP, MEMBER DEVELOPMENT & STRATEGIC PARTNERSHIPS | 50.00 | 0.00 | $372,970 | $0 | $56,013 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $8,145,578 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $957,682 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 53 | 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 | $1,946,596 |
| FREEMAN AUDIO VISUAL INC | |||||
| PO BOX 650519 | DALLAS | TX | 75265 | CONVENTION AUDIO VISUAL | $1,678,531 |
| SERVICE AMERICA CORPORATION (CENTERPLATE | |||||
| 655 WEST 34TH ST | NEW YORK | NY | 10001 | CONVENTION FOOD & BEVERAGE | $1,016,498 |
| LEVY RESTAURANT LIMITED PARTNERSHIP | |||||
| 980 N MICHIGAN AVE | CHICAGO | IL | 60611 | CONVENTION FOOD & BEVERAGE | $785,134 |
| RHODE PLANNING & MANAGEMENT SOLUTIONS I | |||||
| 640 TEN ROD FLOOR 2 | NORTH KINGSTOWN | RI | 02852 | CONVENTION SHUTTLE SERVICE | $691,266 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 38 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $7,617,860 | MembershipDuesAmt |
| Total Contributions | $7,617,860 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EVENTS | 900099 | $46,375,300 | $46,375,300 |
| SPECIAL PROJECTS | 900099 | $1,401,559 | $1,401,559 |
| MEMBER PROGRAMS | 900099 | $380,297 | $380,297 |
| SUBSCRIPTIONS | 900099 | $5,712 | $5,712 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $48,162,868 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,229,108 | TotalRevenueColumnAmt |
| Exclusion | $1,229,108 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $729,084 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $648,033 | UnrelatedBusinessRevenueAmt |
| Exclusion | $81,051 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $28,658,690 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,415,625 | SecuritiesAmt |
| Other | $445 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,243,065 | SecuritiesAmt |
| Other | -$445 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,242,620 | TotalRevenueColumnAmt |
| Exclusion | $2,242,620 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $59,981,540 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $48,162,868 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $648,033 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,552,779 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,620,061 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,049,533 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,084,944 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $426,168 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,134,161 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $732,141 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,000 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,356,751 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,215 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,090,485 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $917,908 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,666,318 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $762,580 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,478,426 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $836,577 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,901,159 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,888 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $748,466 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,680 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| BUS & REPRESENTATION | $814,841 |
| TAXES | $604,250 |
| DUES | $166,159 |
| BAD DEBT EXPENSE | $60,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $662,901 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,375,612 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,473,157 | BOYAmt |
| EOY | $13,404,271 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $406,128 | BOYAmt |
| EOY | $793,937 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,708,717 | BOYAmt |
| EOY | $2,200,661 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $938,525 | BOYAmt |
| EOY | $1,040,631 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,136,868 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,331,856 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,433,865 | BOYAmt |
| EOY | $2,805,012 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,645,840 | BOYAmt |
| EOY | $38,261,347 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,586,748 | BOYAmt |
| EOY | $2,052,405 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,192,980 | BOYAmt |
| EOY | $60,558,264 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,150,666 | BOYAmt |
| EOY | $12,741,784 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,278,236 | BOYAmt |
| EOY | $10,053,005 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,822,423 | BOYAmt |
| EOY | $6,541,648 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,251,325 | BOYAmt |
| EOY | $29,336,437 | 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 | $31,941,655 | BOYAmt |
| EOY | $31,221,827 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,941,655 | BOYAmt |
| EOY | $31,221,827 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,192,980 | BOYAmt |
| EOY | $60,558,264 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,605,928 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,655,630 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2,670,126 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $1,883,624 | DepreciationAmt |
| Book Value | $1,426,354 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $708,194 | OtherCostOrOtherBasisAmt |
| Depreciation | $409,977 | DepreciationAmt |
| Book Value | $298,217 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,118,696 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,038,255 | DepreciationAmt |
| Book Value | $1,080,441 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,805,012 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $2,052,147 |
| ACCRUED RENT | $2,032,127 |
| LEASES PAYABLE | $29,383 |
| POST RETIREMENT HEALTH INSURANCE LIABILITY | $63,187 |
| PENSION LIABILITY | $2,364,804 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,541,648 | TotalLiabilityAmt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | BUSINESS MEETINGS | $21,674 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | CONFERENCE | $117,200 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | BUSINESS MEETINGS | $34,670 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $173,544 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $173,544 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
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 (8 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 | $1,983,333 | $0 | $1,500,000 | $0 | $430,381 | $0 | $423,973 | $0 | $108,165 | $0 | $4,445,852 | $0 | $0 | $0 |
| STEPHANIE MARTZ | ||||||||||||||
| GENERAL COUNSEL | $410,000 | $0 | $170,000 | $0 | $18,365 | $0 | $49,690 | $0 | $6,687 | $0 | $654,742 | $0 | $0 | $0 |
| CARLEEN C KOHUT | ||||||||||||||
| EVP AND COO (END 10/19) | $447,486 | $0 | $447,750 | $0 | $78,430 | $0 | $50,927 | $0 | $23,556 | $0 | $1,048,149 | $0 | $0 | $0 |
| DAVID FRENCH | ||||||||||||||
| SVP, GOVERNMENT RELATIONS | $512,500 | $0 | $225,000 | $0 | $51,861 | $0 | $51,257 | $0 | $23,213 | $0 | $863,831 | $0 | $0 | $0 |
| SUSAN NEWMAN | ||||||||||||||
| SVP, CONFERENCES | $330,000 | $0 | $136,500 | $0 | $15,241 | $0 | $49,711 | $0 | $12,194 | $0 | $543,646 | $0 | $0 | $0 |
| WILLIAM THORNE | ||||||||||||||
| SVP, PUBLIC RELATIONS | $417,417 | $0 | $122,500 | $0 | $23,764 | $0 | $49,664 | $0 | $15,818 | $0 | $629,163 | $0 | $0 | $0 |
| ARTEMIS SAKELL | ||||||||||||||
| SENIOR DIRECTOR, EXHIBITS & SPONSORS | $67,467 | $0 | $384,444 | $0 | $169 | $0 | $31,008 | $0 | $5,808 | $0 | $488,896 | $0 | $0 | $0 |
| LISA BROYHILL | ||||||||||||||
| SVP, MEMBER DEVELOPMENT & STRATEGIC | $300,833 | $0 | $70,000 | $0 | $2,137 | $0 | $38,833 | $0 | $17,179 | $0 | $428,982 | $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 CONTRIBUTONS. THERE WAS A 457F CONTRIBUTION OF $400,000 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 2019 FORM 990 WAS SHARED WITH THE FINANCE COMMITTEE CHAIR 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 ESTABLISHES THE COMPENSATION OF THE OTHER OFFICERS OF THE ORGANIZATION. IN SETTING THE COMPENSATION, THE PRESIDENT AND CEO CONSIDERS 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 -2,670,126. |
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 12, TYPE III-FI | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| 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 | $2,308,666 | COST |
| NRF FOUNDATION | ||
| R | $472,678 | COST |
| NRF FOUNDATION | ||
| S | $796,350 | COST |
Comments