2018-11-14T14:30:45-07:00 2017-12-31 990 2017-01-01 361525480 National Restaurant Association NATI 2023315900 2055 L Street NW Suite 700 Washington DC 200364957 MARVIN IRBY CFO 2023315975 2018-11-14 38.98.152.254 2017 2019-02-21 02:37:17Z Dawn M Sweeney 2055 L Street NW Suite 700 Washington DC 20036 124416560 0 X www.restaurant.org X 1939 IL The National Restaurant Association creates value for the foodservice industry and its membership in the avenues of research, advocacy and education. We conduct research on current trends, advocate policy initiatives, and provide educational and networking opportunities for the industry. 72 72 321 72 1554412 299004 3489821 3127853 33955211 36144068 583270 1152416 59731102 69767846 97759404 110192183 1957577 1758537 0 0 40448294 45571249 0 0 0 56568606 63289347 98974477 110619133 -1215073 -426950 85518538 99425566 41928624 54413494 43589914 45012072 X To serve its members by advancing and protecting America's restaurant and foodservice industry with the goals to build industry influence, build industry image and build industry engagement. 1 0 Food safety training and other educational programs include ServSafe, which is the industry standard for training employees in safe food handling. During 2017, NRA tested 732,357 foodservice managers in ServSafe programs and issued a total of 576,758 certifications. Government Relations and Communications: The NRA monitors both Federal and State government and legislation for changes in their policies as they relate to the restaurant industry. Depending on the specific issue, the NRA, along with the State Restaurant Associations, develops an appropriate position and response to the specific issue and works with government agencies/organizations to achieve the best possible outcome for the industry. The NRA maintains and distributes publications on various matters that affect the industry. Annual Trade Show: The 2017 National Restaurant Association Show attracted 66,114 attendees from all over the United States and 111 different countries, covering 696,214 square feet, representing 2,350 manufacturers and suppliers from across the foodservice industry. 0 0 0 0 0 1 0 1 0 0 0 0 1 1 0 0 0 0 1 0 1 0 1 1 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 311 0 1 321 1 1 1 1 IN 0 0 1 1 0 X 72 72 1 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 IL X Jill Noble 3126515778 233 S Wacker Dr Suite 3600 Chicago IL 60606 Jeffery Davis Chair 5 7 X X 0 0 0 Jay Stieber Vice Chair 5 12 X X 0 0 0 Joseph Essa Treasurer 5 7 X X 0 0 0 Victor Allred Director 2 2 X 0 0 0 Theodore Balestreri Director 2 2 X 0 0 0 Louis Basile Director 2 0 X 0 0 0 Glenn Brady Director 2 0 X 0 0 0 Karen Bremer Director 2 0 X 0 0 0 Ralph Brennan Director 2 2 X 0 0 0 Richard Brennan Director 2 2 X 0 0 0 Blanca Cabrera Director 2 0 X 0 0 0 Scott Carlson Director 2 0 X 0 0 0 Michael Carney Director 2 0 X 0 0 0 Brian Casey Director 2 0 X 0 0 0 Steve Chucri Director 2 0 X 0 0 0 Kathleen Ciaramello Director 2 0 X 0 0 0 Susan Connelly Director 2 0 X 0 0 0 John Crawford Director 2 0 X 0 0 0 Tommy Cvitanovich Director 2 2 X 0 0 0 Horace Dawson Director 2 2 X 0 0 0 Carol Dover Director 2 0 X 0 0 0 George Ebinger Director 2 2 X 0 0 0 Atour Eyvazian Director 2 0 X 0 0 0 Sam Facchini Director 2 5 X 0 0 0 Anne Fink Director 2 0 X 0 0 0 Theodore Fowler Director 2 0 X 0 0 0 Don Fox Director 2 0 X 0 0 0 Jeffrey Gates Director 2 0 X 0 0 0 Jeffrey Geller Director 2 0 X 0 0 0 Michael Gibbons Director 2 2 X 0 0 0 Greg Hamer Director 2 5 X 0 0 0 Stan Harris Director 2 2 X 0 0 0 Thomas Hester Director 2 0 X 0 0 0 Philip Hickey Director 2 2 X 0 0 0 Michael Hickey Director 2 2 X 0 0 0 Geoff Hill Director 2 5 X 0 0 0 Hattie Hill Director 2 0 X 0 0 0 Richard Jackson Director 2 0 X 0 0 0 Richard Joseph Director 2 0 X 0 0 0 Joseph Kadow Director 2 2 X 0 0 0 Michael Kaufman Director 2 0 X 0 0 0 William Kohl Director 2 2 X 0 0 0 Jeffrey Lobdell Director 2 0 X 0 0 0 Rosalyn Mallet Director 2 2 X 0 0 0 Richard Marriott Director 2 0 X 0 0 0 Ivan Matsunaga Director 2 2 X 0 0 0 Perry Miele Director 2 0 X 0 0 0 Lawrence Oberkfell Director 2 0 X 0 0 0 Bob Omainsky Director 2 0 X 0 0 0 Michael Osborn Director 2 0 X 0 0 0 Edward Pfannmuller Director 2 0 X 0 0 0 Scott Redler Director 2 0 X 0 0 0 Sonia Riggs Director 2 0 X 0 0 0 Melvin Rodrigue Director 2 2 X 0 0 0 Harris Rusitzky Director 2 0 X 0 0 0 Timothy Ryan Director 2 2 X 0 0 0 Casey Ryan Director 2 0 X 0 0 0 Burton Sack Director 2 0 X 0 0 0 Christopher Savvides Director 2 0 X 0 0 0 Mary Schell Director 2 0 X 0 0 0 Richard Schneider Director 2 0 X 0 0 0 Beth Scott Director 2 0 X 0 0 0 Kevin Settles Director 2 2 X 0 0 0 Bahjat Shariff Director 2 0 X 0 0 0 Enrique Silva Director 2 0 X 0 0 0 Sally Smith Director 2 2 X 0 0 0 Bret Stewart Director 2 0 X 0 0 0 Joseph Taylor Director 2 2 X 0 0 0 Xavier Teixido Director 2 2 X 0 0 0 Edward Tinsley Director 2 0 X 0 0 0 Lance Trenary Director 2 0 X 0 0 0 Kent Walrack Director 2 2 X 0 0 0 Dawn M Sweeney President and CEO 31 9 X 3315576 0 1886454 Marvin F Irby Chief Financial Officer 30 10 X 764353 0 367973 Terry J Erdle Chief Revenue Officer 40 0 X 759213 0 341128 Barbara A Polk Chief Administrative Officer 40 0 X 601972 0 132438 Cicely Simpson EVP, Policy & Government Affairs 40 0 X 570577 0 296384 Mary Pat Heftman EVP, Convention & Strategic Alliances 40 0 X 523294 0 257146 Sherman L Brown EVP, Products & Services 40 0 X 518515 0 278331 Kevin A Steele Chief Information Officer 40 0 X 363893 0 100441 J Christopher Rodgers SVP, General Counsel 40 0 X 265672 0 114756 Robert A Gifford Executive Vice President 10 30 X 87186 478920 247711 Jeffrey G Calore SVP, Strategic Alliances 40 0 X 333061 0 120561 Hudson Riehle SVP, Research & Knowledge 40 0 X 329205 0 92670 Angelo Amador SVP, Legal Advocacy & Reg Co 40 0 X 284627 0 80048 Steven S Danon SVP, Public Affairs 40 0 X 265787 0 38105 Daniel Roehl VP, Federal Government Affairs 40 0 X 263866 0 69502 9246797 478920 4423648 107 0 1 0 GES- Chicago P O Box 96174 Chicago IL 60693 Exposition Services 2401725 RR Donnelley -Chicago P O Box 93514 Chicago IL 60673 Warehouse Services 2197179 Beacon Hill Staffing Group PO Box 846193 Boston MA 02284 Consulting 1264952 Expivia Interaction Marketing Group Inc 2840 West 21st Street Erie PA 16506 Customer Service 1150139 United Parcel Service Lockbox 577 Carol Streem IL 60132 Shipping 1146911 114 0 0 475000 0 0 2652853 8622 3127853 Annual Trade Show 541900 31580139 31580139 0 0 Conference and Seminars 813910 613888 613888 0 0 SRA License Revenue 813910 136600 0 0 136600 Membership Dues 813910 3680497 3680497 0 0 Sponsorships 813910 132944 0 132944 0 0 0 0 0 36144068 757304 0 0 757304 0 0 0 0 7839711 0 1381170 6458541 483381 0 339506 0 143875 0 143875 0 40298 103577 7528853 0 7025184 108557 503669 -108557 395112 0 0 395112 181930 475000 208485 -26555 0 -26555 68353460 6542645 61810815 61810815 0 0 0 110192183 97685339 1554412 7824579 1758537 0 0 0 6168984 0 25728493 1429435 9707445 2536892 0 663874 163192 2622866 0 152762 10426739 1105634 6789755 2124371 4662373 3070466 2976200 0 10021357 313384 0 5174625 227813 SRA Payments 12659800 Bad Debts 80915 Sales Tax 16221 UBI Taxes 37000 0 110619133 0 0 0 7366695 6073056 6176416 10008002 588434 1056190 3270023 3485237 72361512 26515510 39104906 45846002 24972127 27374559 2834597 2893098 1205340 2689422 85518538 99425566 16375864 20803856 14136236 20855626 11416524 12754012 0 0 41928624 54413494 X 41520510 42909805 2069404 2102267 0 0 43589914 45012072 85518538 99425566 -426950 1849108 0 0 0 0 X 0 1 X 1 0 1 0 0 12569974 327500 1659087 231250 0 116262 14209049 11969440 286000 603127 176748 0 111845 12569974 12337033 302250 -229104 276891 23100 140748 11969440 12159683 206700 380541 307500 0 102391 12337033 10753556 545791 1177908 147500 0 170072 12159683 0 0.69 0.31 0 1 1 0 50000 50000 0 31578976 3822798 27756178 0 6083937 74821 6009116 0 34648599 22617891 12030708 0 0 0 0 45846002 0 0 X Schedule D, Part V, Line 4 The endowment funds are used to provide scholarships, as part of the National Restaurant Association Educational Foundation's mission to enhance the Industry's service to the public through education, promotion of career opportunities and community engagement. Schedule D, Part X, Line 2 The Organization is subject to income tax on any unrelated business income, net of related expenses. The accounting standard on Accounting for Uncertainty in Income Taxes, ASC Topic 740, addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Organization may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Organization and various positions related to the potential sources of unrelated business taxable income (UBTI). For the reporting periods presented in these consolidated financial statements, there were no unrecognized tax benefits identified or recorded as liabilities. There were no liabilities for unrelated business income taxes at December 31, 2017 and 2016. The Organization files certain information and income tax returns in the U.S. federal jurisdiction and various other states. The Organization is generally no longer subject to examination by the Internal Revenue Service for years before 2014. South Asia Program Services NRAS India Private Limited sells, markets and promotes training and certification products. 105000 South Asia Investments NRAS India Private Limited sells, markets and promotes training and certification products. 110000 0 0 215000 1 0 1 0 0 0 Marriott Golf Classic 656930 475000 181930 0 0 200082 1531 2727 4145 0 0 656930 475000 181930 0 0 200082 1531 2727 4145 208485 -26555 1 American Hotel & Lodging Educ Fdtn 1250 I Street NW Washington DC 20005 136095316 501C(3) 200000 0 FMV No Sponsorship Multicultural Foodservice and Hospitality Alliance 1144 Narragansett Boulevard Cranston RI 02905 364120950 501(c)(3) 169908 0 FMV General support National Restaurant Association Educational Foundation 2055 L Street NW Suite 702 Washington DC 20036 366103388 501C(3) 100000 0 FMV No Sponsorship National Retail Federation 1101 New York Ave NW Suite 1200 Washington DC 20005 135582627 501C(3) 90000 0 FMV No Sponsorship Competitive Enterprise Institute 1310 L Street NW 7th Floor Washington DC 20005 521351785 501C(3) 50000 0 FMV No Sponsorship Job Creators Network Foundation 15455 N Dallas Parkway Suite 600 Addison TX 75001 273638207 501C(3) 25000 0 FMV No Sponsorship Texas Christian University TCU Box 297011 Fort Worth TX 76129 750827465 501C(3) 25000 0 FMV No Sponsorship Questex Media Group 275 Grove Street Suite 2-130 Newton MA 02466 271392763 20000 0 FMV No Sponsorship Employment Policies Institute Foundation 1090 Vermont Ave NW Washington DC 20005 521902264 501C(3) 20000 0 FMV No Sponsorship Grocery Manufacturers Association 1350 I Street NW Suite 300 Washington DC 20005 530114930 501C(6) 20000 0 FMV No Sponsorship James Beard Foundation 167 West 12th Street New York NY 10011 132752108 501C(3) 15000 0 FMV No Sponsorship Human Rights Campaign Foundation 1640 Rhode Island Avenue NW Washington DC 20036 521481896 501C(3) 12500 0 FMV No Sponsorship ASAE 1575 I Street NW Washington DC 20005 521300485 501C(3) 12000 0 FMV No Sponsorship Brooklyn Chamber of Commerce 335 Adams St Suite 2700 Brooklyn NY 11201 110577070 501C(6) 10000 0 FMV No Sponsorship Bryce Harlow Foundation PO Box 15879 Washington DC 20003 521266620 501C(3) 10000 0 FMV No Sponsorship Columbia Lighthouse for the Blind 1825 K Street NW Suite 1103 Washington DC 20006 530196609 501C(3) 10000 0 FMV No Sponsorship Foundation for Public Affairs 2121 K Street NW Suite 900 Washington DC 20037 226059920 501C(3) 10000 0 FMV No Sponsorship National Womans Party 144 Consitution Ave NE Washington DC 20002 530116540 501C(3) 10000 0 FMV No Sponsorship Some Inc 71 0 Street NW Washington DC 20001 237098123 501C(3) 10000 0 FMV No Sponsorship Culinary Institute of America 1946 Campus Drive Hyde Park NY 12538 060653264 501C(3) 10000 0 FMV No Sponsorship The Salvation Army 7361 Airline Highway Baton Rouge LA 70805 580660607 501C(3) 10000 0 FMV No Sponsorship Gay and Lesbian Victory Institute 1133 15th Street NW Suite 350 Washington DC 20005 521835268 501C(3) 10000 0 FMV No Sponsorship National Environmental Health Assoc 720 S Colorado Blvd Suite 1000 N Denver CO 80246 840469910 501C(3) 8500 0 FMV No Sponsorship Johnson and Wales University 8 Abott Park Place Providence RI 02903 050306206 501C(3) 7500 0 FMV No Sponsorship International Society of Hotel Association Executives 374 Mariborough Street Boston MA 02115 521228591 501C(6) 5500 0 FMV No Sponsorship 21 4 Schedule I, Part I, Line 2 For restricted grants, the NRA requires grantees to submit detailed progress status reports, as specified in each grant agreement. X X X X 1 1 X X X X X X 0 0 0 Dawn M Sweeney President and CEO 1690000 0 1580721 0 44855 0 1862070 0 24384 0 5202030 0 1580721 0 Marvin F Irby Chief Financial Officer 432699 0 328816 0 2838 0 351735 0 16237 0 1132325 0 323766 0 Terry J Erdle Chief Revenue Officer 525000 0 231375 0 2838 0 309150 0 31978 0 1100341 0 231375 0 Barbara A Polk Chief Administrative Officer 484312 0 116200 0 1460 0 101690 0 30748 0 734410 0 116200 0 Cicely Simpson EVP, Policy & Government Affairs 447347 0 122570 0 660 0 288247 0 8136 0 866960 0 122570 0 Mary Pat Heftman EVP, Convention & Strategic Alliances 321510 0 200266 0 1518 0 241099 0 16047 0 780440 0 197754 0 Sherman L Brown EVP, Products & Services 320980 0 196545 0 990 0 246353 0 31978 0 796846 0 196545 0 Kevin A Steele Chief Information Officer 325000 0 37375 0 1518 0 76005 0 24436 0 464334 0 37375 0 J Christopher Rodgers SVP, General Counsel 264154 0 0 0 1518 0 83091 0 31665 0 380428 0 0 0 Robert A Gifford Executive Vice President 55257 303911 31696 173725 234 1284 0 216046 4872 26793 92059 721759 31696 173725 Jeffrey G Calore SVP, Strategic Alliances 239940 0 90298 0 2823 0 88896 0 31665 0 453622 0 88421 0 Hudson Riehle SVP, Research & Knowledge 283270 0 41579 0 4356 0 61881 0 30789 0 421875 0 41579 0 Angelo Amador SVP, Legal Advocacy & Reg Co 248889 0 34748 0 990 0 50718 0 29330 0 364675 0 33779 0 Steven S Danon SVP, Public Affairs 241917 0 22410 0 1460 0 30082 0 8023 0 303892 0 21500 0 Daniel Roehl VP, Federal Government Affairs 239963 0 23269 0 634 0 37837 0 31665 0 333368 0 22383 0 Schedule J, Part I, Line 1a The CEO is authorized to maintain a membership in a Washington business club for her duties for the Association. The Association shall pay for first or business class accommodations for the CEO if such accommodations are in the best interest of the Association. The Association designates those meetings that are deemed necessary from a business standpoint for the CEO's spouse to attend. The Association grosses up the premium payment on the CEO's Long Term Disability policy. Schedule J, Part I, Line 3 The National Restaurant Association Compensation Committee meets three times a year to review compensation. The Committee reviews and approves the compensation of the Chief Executive Officer, and reviews the compensation of her direct reports. An outside consultant uses comparable data for a similarly qualified person in functionally comparable positions at similarly situated organizations. Contemporaneous documentation of these decisions regarding the compensation arrangement are kept on file. Form 990, Part III, Line 2 On February 1, 2017, the Association purchased certain assets owned and used by the American Hotel and Lodging Educational Institute (AHLEI) in the operation of its training and certification program. AHLEI develops and maintains certification examination programs for the hospitality industry. The acquisition strengthened the Association's certification and certificate offerings by bringing in additional resources, experience and expertise, and broadens its appeal beyond its core restaurant segment. Form 990, Part VI, Section A, Line 1a The number of voting members includes Past Chairs with voting rights. Form 990, Part VI, Section A, Line 2 The National Restaurant Association has 72 board members. For operating purposes, the Organization presumes that some of those board members, from time to time, may have family or business relationships with other board members. The Organization does not solicit, collect or maintain any formal records of family or business relationships that directors may have with each other, however, the officers, key employees, and voting board members of the Organization are required to submit conflict of interest disclosure statements on an annual basis. Where a board member has disclosed a family or business relationship with another board member, that information is reported. See the following: Richard Brennan and Ralph Brennan - Family Relationship Form 990, Part VI, Section A, Line 6 The National Restaurant Association is organized as a corporation with members who have the right to participate in the Organization's governance. Form 990, Part VI, Section A, Line 7a The Board elects the officers of the governing body of the National Restaurant Association who are nominated by the Board Governance Committee. Form 990, Part VI, Section A, Line 7b Members have the right to approve decisions of the governing body's election of directors and officers. Form 990, Part VI, Section B, Line 11b The Form 990 is reviewed by the governing body's leadership which includes the following positions: Officers of the Association including the Chairman, Vice Chairman and the Treasurer/Chairman of the Audit/Finance Committee of the Board. The 2017 Form 990 was distributed to and reviewed by this leadership group prior to filing. Form 990, Part VI, Section B, Line 12c Officers and Directors are required to disclose conflicts of interest annually to the Chair of the Board of Directors. For each interest disclosed to the Chair, the Chair will determine whether to: (a)take no action; (b) assure full disclosure to the Board of Directors and other individuals covered by this policy; (c) ask the person to recuse from participation in related Association discussion or decisions; (d) ask the person to resign from the Association position, or, if the person refuses to resign; become subject to possible removal in accordance with removal procedures in the Association bylaws. The President and CEO and CFO monitor proposed or ongoing transactions for conflicts of interest and disclose them to the Chair in order to deal with potential or actual conflicts, whether discovered before or after the transaction has occurred. Form 990, Part VI, Section B, Line 15 The National Restaurant Association Compensation Committee meets three times a year to review compensation. The Committee reviews and approves the compensation of the Chief Executive Officer, and reviews the compensation of her direct reports. An outside consultant uses comparable data for similarly qualified person in functionally comparable to positions at similarly situated organizations. Contemporaneous documentation of these decisions regarding the compensation arrangement are kept on file. 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 set forth in IRC Section 6104(d). National Restaurant Association Solutions LLC 233 S Wacker Drive Suite 3600 Chicago IL 60606 204495726 Creation, production and sale of training materials IL 103924082 36629480 NRA National Registry of Food Safety Professionals Inc 6751 Forum Drive Orlando FL 32821 593618606 Educate the food safety profession FL 4235237 5225917 NRA National Restaurant Association Educational Foundation 2055 L Street NW Washington DC 20036 366103388 Enhancing the industry's service to public education, community, promotion of career opportunities IL 501(c)(3) Line 12a, I NRA 1 NRA Political Action Committee 2055 L Street NW Washington DC 20036 521220888 Lobbying for the NRA IL 527 N/A 0 Multicultural Foodservice and Hospitality Alliance 1144 Narragansett Boulevard Cranston RI 02905 364120950 Support the restaurant industry RI 501(c)(3) Line 10 NRA 1 Restaurant Law Center 2055 L Street NW Washington DC 20036 814099133 Promote laws and regulations for the restaurant industry DC 501(c)(6) NRA 1 National Restaurant Association Services LLC 233 S Wacker Drive Suite 3600 Chicago IL 60606 273152775 Marketing services IL NRA C -1249 32144 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 National Restaurant Association Educational Foundation b 100000 FMV National Restaurant Association Educational Foundation l 886000 Agreement National Restaurant Association Educational Foundation q 3717353 Cash National Restaurant Association Educational Foundation r 4662373 Contract Multicultural Foodservice and Hospitality Alliance q 67881 Cash Restaurant Law Center q 151072 Cash Restaurant Law Center r 10000 FMV Multicultural Foodservice and Hospitality Alliance b 169908 FMV