2018-08-14T09:56:03-05:00 2017-09-30 742516372 REYNOLDS & FRANKE PC 6850 AUSTIN CENTER BLVD SUITE 100 AUSTIN TX 78731 990 2016-10-01 740921350 TEXAS RESTAURANT ASSOCIATION TEXA 5124574100 PO BOX 1429 AUSTIN TX 787671429 RICHARD JACKSON CFO 5124574100 2018-08-14 1 RONALD H REYNOLDS P00964479 5122063141 2018-08-13 2016 2022-09-23 18:48:47Z RICHARD JACKSON PO BOX 1429 AUSTIN TX 787671429 11743086 0 7063 X WWW.TXRESTAURANT.ORG X 1937 TX PROMOTE THE FOODSERVICE INDUSTRY AND FOOD SAFETY THROUGH EDUCATION, RESEARCH AND TRAINING. 101 101 74 106 137932 -32236 7000 1500 4603813 4429518 -63291 539733 636966 808739 5184488 5779490 0 21000 0 0 3392651 3474339 0 0 0 2470149 2761174 5862800 6256513 -678312 -477023 13936885 13556826 2527991 2280278 11408894 11276548 PROMOTE THE FOODSERVICE INDUSTRY AND FOOD SAFETY THROUGH EDUCATION, RESEARCH AND TRAINING. PROVIDE RESOURCES, PROGRAMS, PRODUCTS, SERVICES AND ADVOCACY TO SUPPORT THE INDUSTRY. 0 0 ANNUAL TRADESHOW WITH 494 EXHIBITORS SHOWCASING PRODUCTS AND SERVICES SPECIFIC TO THE FOODSERVICE INDUSTRY. EDUCATIONAL PROGRAMMING AND TRAINING IS ALSO OFFERED - ATTENDANCE OF APPROXIMATELY 6,734. CERTIFICATION, PRODUCTS & SERVICES: ONLINE AND TRAINER PROVIDED CERTIFICATION FOR FOOD SAFETY AND FOR RESPONSIBLE ALCOHOL SERVICE. BOOKS, TOOLS & RESEARCH DATA IS AVAILABLE FOR SALE. VENDORS ENDORSED BY THE ASSOCIATION PROVIDE LOW COST PRODUCTS & SERVICES TO MEMBERS. PUBLISHES DIGITAL MAGAZINE THAT IS EMAILED DIRECTLY TO MORE THAN 6,000 FOODSERVICE PROFESSIONALS QUARTERLY. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 67 0 1 74 1 1 1 0 0 0 1 1 0 X 101 101 1 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X DEBBI TOH 5124574100 3300 N HWY I-35 SUITE 610 AUSTIN TX 78705 TAP BENTZ PRESIDENT 16-17 PAST PRESIDENT 17-18 10.00 X X 0 0 0 MARK DAVIS BAILEY PRES ELECT 16-17 PRESIDENT 17-18 10.00 X X 0 0 0 JIMMY HASSLOCHER VICE PRES 16-17 PRES ELECT 17-18 10.00 0.50 X X 0 0 0 JOHN GESSNER TREASURER 16-17 VICE PRES 17-18 10.00 X X 0 0 0 GARY JOHNSON EXECUTIVE COMM 16-17 TREASURER 17-18 10.00 0.50 X X 0 0 0 JERRY WALKER PAST PRES 16-17 BOARD MEMBER 17-18 10.00 X 0 0 0 BOB BARNES BOARD MEMBER 16-17 EXEC COMM 17-18 10.00 X 0 0 0 CHRISTOPHER ASLAM BOARD MEMBER 16-17 EXEC COMM 17-18 10.00 X 0 0 0 DAVID CEA BOARD MEMBER 16-17 EXEC COMM 17-18 10.00 15.00 X 0 0 0 DAVID GORONKIN BOARD MEMBER 16-17 EXEC COMM 17-18 10.00 X 0 0 0 HATTIE HILL BOARD MEMBER 16-17 EXEC COMM 17-18 10.00 X 0 0 0 JOHN MOORE BOARD MEMBER 16-17 EXEC COMM 17-18 10.00 X 0 0 0 JONATHAN HOROWITZ BOARD MEMBER 16-17 EXEC COMM 17-18 10.00 X 0 0 0 RANDY STOKES BOARD MEMBER 16-17 EXEC COMM 17-18 10.00 X 0 0 0 RUSSELL YBARRA BOARD MEMBER 16-17 EXEC COMM 17-18 10.00 X 0 0 0 SHARON VAN METER BOARD MEMBER 16-17 EXEC COMM 17-18 10.00 X 0 0 0 DON SKEETER MILLER EXECUTIVE COMMITTEE 10.00 X 0 0 0 KEVIN HAWKINS EXECUTIVE COMMITTEE 10.00 X 0 0 0 BOB WESTBROOK BOARD MEMBER/EXEC COMM 10.00 X 0 0 0 ROGER KAPLAN BOARD MEMBER/EXEC COMM 10.00 15.00 X 0 0 0 ADRIAN GONZALEZ BOARD MEMBER 17-18 0.50 X 0 0 0 AL FLORES BOARD MEMBER 0.50 0.50 X 0 0 0 ALAN SIMPSON BOARD MEMBER 0.50 X 0 0 0 ANN HOCKADAY BOARD MEMBER 0.50 X 0 0 0 ANN SHAW BOARD MEMBER 0.50 X 0 0 0 ANTHONY DUNCAN BOARD MEMBER 0.50 X 0 0 0 BOB BRATCHER BOARD MEMBER 0.50 X 0 0 0 BRAD LOMAX BOARD MEMBER 0.50 X 0 0 0 CEDRIC FLETCHER BOARD MEMBER 17-18 0.50 X 0 0 0 CHARLES DUIT BOARD MEMBER 0.50 2.00 X 0 0 0 CHRIS LONNGREN BOARD MEMBER 0.50 X 0 0 0 CHRISTOPHER BERRY BOARD MEMBER 0.50 X 0 0 0 CHRYSTAL TAMILLO BOARD MEMBER 0.50 X 0 0 0 CLAYTON RHOADES BOARD MEMBER 0.50 X 0 0 0 CRAIG BOLLES BOARD MEMBER 17-17 0.50 X 0 0 0 DAVID COLE BOARD MEMBER 0.50 X 0 0 0 DAVID CORTEZ BOARD MEMBER 0.50 X 0 0 0 DAVID DEASON BOARD MEMBER 16-17 0.50 X 0 0 0 DEBORAH DONOVAN BOARD MEMBER 0.50 0.50 X 0 0 0 DEE HAVEN BOARD MEMBER 0.50 X 0 0 0 DENISE VARGAS BOARD MEMBER 0.50 X 0 0 0 ERNEST QUILANTAN BOARD MEMBER 0.50 X 0 0 0 FRANCISCO VARGAS BOARD MEMBER 0.50 X 0 0 0 GEORGE COLE BOARD MEMBER 0.50 X 0 0 0 GERALD STONE BOARD MEMBER 0.50 X 0 0 0 GREG DEN HERDER BOARD MEMBER 0.50 X 0 0 0 GREG STOCKTON BOARD MEMBER 0.50 X 0 0 0 HARVEY KLOESEL BOARD MEMBER 0.50 X 0 0 0 HOMER JONES BOARD MEMBER 0.50 X 0 0 0 HOOVER ALEXANDER BOARD MEMBER 0.50 X 0 0 0 JAY JENKINSON BOARD MEMBER 0.50 X 0 0 0 JENNIFER BARA BOARD MEMBER 0.50 X 0 0 0 JESSICA DELGADO BOARD MEMBER 0.50 2.00 X 0 0 0 JIM HALLERS BOARD MEMBER 0.50 X 0 0 0 JOEY KITTRELL BOARD MEMBER 0.50 X 0 0 0 JOHN FUENTES BOARD MEMBER 0.50 0.50 X 0 0 0 JOHN GESKE BOARD MEMBER 0.50 X 0 0 0 JOHN YOUNG BOARD MEMBER 17-18 0.50 X 0 0 0 JOSE PACIFICO HERAS BOARD MEMBER 0.50 X 0 0 0 KYLE CITRANO BOARD MEMBER 0.50 X 0 0 0 KYLE NOONAN BOARD MEMBER 0.50 X 0 0 0 LARRY DELGADO BOARD MEMBER 0.50 0.50 X 0 0 0 LARRY DURRETT BOARD MEMBER 0.50 X 0 0 0 LARRY FOREHAND BOARD MEMBER 0.50 X 0 0 0 LEO DURAN SR BOARD MEMBER 0.50 X 0 0 0 LISA POLLAKIS BOARD MEMBER 0.50 X 0 0 0 LLOYD NICHOLS BOARD MEMBER 0.50 X 0 0 0 MARK HORN BOARD MEMBER 0.50 X 0 0 0 MARTY MILES BOARD MEMBER 0.50 X 0 0 0 MATTHEW DESHIELDS BOARD MEMBER 0.50 X 0 0 0 MICA BERRY BOARD MEMBER 0.50 X 0 0 0 MICHAEL BURTON BOARD MEMBER 17-18 0.50 X 0 0 0 NANCY WARD BOARD MEMBER 0.50 X 0 0 0 RALPH SHEFFIELD BOARD MEMBER 0.50 X 0 0 0 REGINALD MARTIN BOARD MEMBER 0.50 X 0 0 0 RHONDA OBENHAUS BOARD MEMBER 16-17 0.50 X 0 0 0 ROB NEAGLE BOARD MEMBER 0.50 X 0 0 0 ROBERT BARNES BOARD MEMBER 0.50 X 0 0 0 ROGER LUMLEY BOARD MEMBER 0.50 X 0 0 0 ROY BARA BOARD MEMBER 0.50 X 0 0 0 RUBEN SEPULVEDA JR BOARD MEMBER 0.50 X 0 0 0 RUSSELL WALKER BOARD MEMBER 0.50 X 0 0 0 RUSTY SWANSON BOARD MEMBER 0.50 X 0 0 0 RYAN GEORGE BOARD MEMBER 0.50 X 0 0 0 SCOTT PLOWMAN BOARD MEMBER 0.50 X 0 0 0 STEVE RICHMOND BOARD MEMBER 0.50 X 0 0 0 TAWNY WESTBROOK BOARD MEMBER 16-17 0.50 X 0 0 0 TERRY MCBURNEY BOARD MEMBER 0.50 X 0 0 0 TIM CONDON BOARD MEMBER 0.50 X 0 0 0 BALOUS MILLER BOARD MEMBER/ADVISORY COUNCIL 0.50 X 0 0 0 BERNAY SHEFFIELD BOARD MEMBER/ADVISORY COUNCIL 0.50 X 0 0 0 BILL DANIEL BOARD MEMBER/ADVISORY COUNCIL 0.50 X 0 0 0 CARMELO MAURO BOARD MEMBER/ADVISORY COUNCIL 0.50 X 0 0 0 CATHY HARRISON BOARD MEMBER/ADVISORY COUNCIL 0.50 X 0 0 0 HON MIKE HAMILTON BOARD MEMBER/ADVISORY COUNCIL 0.50 X 0 0 0 JEFFREY YARBROUGH BOARD MEMBER/ADVISORY COUNCIL 0.50 X 0 0 0 JERRY MORALES BOARD MEMBER/ADVISORY COUNCIL 0.50 X 0 0 0 JIM HASSLOCHER BOARD MEMBER/ADVISORY COUNCIL 0.50 X 0 0 0 JOHN MILLER BOARD MEMBER/ADVISORY COUNCIL 0.50 X 0 0 0 JOHN ZENDT BOARD MEMBER/ADVISORY COUNCIL 0.50 X 0 0 0 LISA PERINI BOARD MEMBER/ADVISORY COUNCIL 0.50 X 0 0 0 MARK MAGUIRE BOARD MEMBER/ADVISORY COUNCIL 0.50 X 0 0 0 RICHARD GALVAN BOARD MEMBER/ADVISORY COUNCIL 0.50 X 0 0 0 SUSAN HASSLOCHER BOARD MEMBER/ADVISORY COUNCIL 0.50 X 0 0 0 TOM KENNEY BOARD MEMBER/ADVISORY COUNCIL 0.50 X 0 0 0 TOM PERINI BOARD MEMBER/ADVISORY COUNCIL 0.50 X 0 0 0 RICHARD JACKSON CEO 37.00 3.00 X 302779 21049 27134 DEBBI TOH CFO 36.00 4.00 X 134020 23651 12357 MALCOMB GARDNER COO 40.00 X 159219 0 15415 KENNETH BESSERMAN GENERAL COUNSEL 40.00 X 133389 0 15099 729407 44700 70005 4 0 1 0 GLOBAL EXPERIENCE SPECIALISTS INC 7000 LINDELL ROAD LAS VEGAS NV 89118 TRADE SHOW 169119 KAY BAILEY HUTCHINSON CONVENTION CENTER 650 S GRIFFIN ST DALLAS TX 75202 TRADE SHOW 129362 2 1500 1500 CONVENTION 541900 2069919 17100 2052819 MEMBERSHIP DUES 541900 1587621 1587621 PRODUCTS & SERVICES 900099 566734 566734 CERT. & TRAINING 611430 172907 172907 ADVERTISING 541800 32337 32337 4429518 216115 216115 584148 584148 6287214 5963596 323618 323618 323618 CHAPTER OFFICE SUPPORT 561000 121556 121556 INSURANCE MARKETING 900004 88495 88495 GOVERNMENTAL AFFAIRS 561000 14540 14540 224591 5779490 2463358 137932 3176700 21000 642752 2169033 61308 355755 245491 6411 25116 25123 103918 93273 92254 323964 4329 686268 241538 653503 12862 248006 43492 PROFESSIONAL DEV. 64733 GOVERNMENTAL AFFAIRS 43824 PRODUCTS & SERVICES 37674 DUES AND SUBSCRIPTIONS 27716 27170 6256513 538618 354845 251087 94342 1003029 543131 120596 91154 2146873 1110399 1033474 1036474 9208334 9453741 1781747 1983139 13936885 13556826 182915 468451 1963853 1687728 376410 113590 4813 10509 2527991 2280278 X 11321493 11171677 87401 104871 11408894 11276548 13936885 13556826 -477023 344677 0 X 0 1 X 1 0 0 0 0 1587621 193025 193025 277834 -84809 228868 48298 180570 1416152 662490 753662 501853 399611 102242 1036474 RELATED PARTY RECEIVABLE 1881720 RIS STOCK 72691 SECURITY DEPOSIT 28728 1983139 ACCRUED EXPENSES 10509 10509 X 6096086 316596 316596 5779490 0 5779490 6256513 0 6256513 0 6256513 PART X, LINE 2: THE MOST SIGNIFICANT TAX POSITIONS OF TRA ARE ITS ASSERTIONS THAT IT IS EXEMPT FROM INCOME TAXES AND ITS DETERMINATIONS OF WHETHER ANY AMOUNTS ARE SUBJECT TO UNRELATED BUSINESS INCOME TAX (UBIT). TRA HAS ADVERTISING INCOME AND MARKETING INCOME, WHICH IS CONSIDERED EXPLOITED EXEMPT ACTIVITY INCOME, AND THE INTERNAL REVENUE SERVICE (IRS) CONSIDERS THIS "BUSINESS INCOME" UNRELATED TO TRA'S TAX EXEMPT STATUS. THE PROFIT FROM THESE ACTIVITIES IS SUBJECT TO FEDERAL INCOME TAXES; HOWEVER, TRA UTILIZED THEIR NET OPERATING LOSS CARRYFORWARD FOR THE FISCAL YEARS ENDED SEPTEMBER 30, 2017 AND 2016. ALL SIGNIFICANT TAX POSITIONS HAVE BEEN CONSIDERED BY MANAGEMENT AND IT HAS DETERMINED THAT IT IS MORE LIKELY THAN NOT THAT ALL TAX POSITIONS WOULD BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. 1 SCHOLARSHIPS 14 21000 PART I, LINE 2: THE ORGANIZATION MAKES PAYMENT OF THE SCHOLARSHIP DIRECTLY TO THE COLLEGE OR UNIVERSITY THE SCHOLARSHIP WINNER IS ATTENDING. X 1 1 X X 0 0 0 RICHARD JACKSON CEO 280980 19020 5334 371 16465 1658 8415 585 17435 699 328629 22333 0 0 DEBBI TOH CFO 130637 22924 2672 472 711 255 5221 921 5393 822 144634 25394 0 0 MALCOMB GARDNER COO 153560 0 0 0 5659 0 6142 0 9273 0 174634 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 LISA & TOM PERINI - FAMILY RELATIONSHIP GARY JOHNSON & JIMMY HASSLOCHER - BUSINESS RELATIONSHIP BOB & ROBERT BARNES - FAMILY AND BUSINESS RELATIONSHIP GEORGE & DAVID COLE - FAMILY RELATIONSHIP JIMMY, SUSAN, & JIM HASSLOCHER - FAMILY AND BUSINESS RELATIONSIP MARK HORN, ANNE HOCKADAY & CLAYTON RHOADES - BUSINESS RELATIONSHIP JIM HALLERS & TERRY MCBURNEY - BUSINESS RELATIONSHIP LARRY & JESSICA DELGADO - FAMILY RELATIONSHIP FRANCISCO & DENISE VARGAS - FAMILY RELATIONSHIP AL FLORES & RUSSELL YBARRA - BUSINESS RELATIONSHIP JENNIFER BARA & ROY BARA - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A BOARD MEMBERS ARE NOMINATED BY THE VARIOUS CHAPTERS AND THE PROCESS IS OVERSEEN BY THE NOMINATING COMMITTEE. THE NOMINEES ARE VOTED ON AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE EXECUTIVE COMMITTEE WITH THE PREPARING CPA. IT IS THEN DISTRIBUTED TO THE ENTIRE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO ANNUALLY DISCLOSE OR UPDATE TO THE CEO ANY INTEREST THAT COULD GIVE RISE TO CONFLICTS. THE CEO MONITORS PROPOSED AND ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND DISCLOSES TO THE BOARD IF NECESSARY. FORM 990, PART VI, SECTION B, LINE 15A THE EVALUATION AND GUIDELINES COMMITTEE DETERMINES THE COMPENSATION FOR THE CEO. THE CEO DETERMINES THE COMPENSATION FOR THE STAFF. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY SUPPLYING THEM UPON REQUEST. TEXAS RESTAURANT EDUCATION FOUNDATION PO BOX 1429 AUSTIN TX 78767 742732907 SUPPORT TEXAS RESTAURANT ASSOC. CHARITABLE ACTIVITIES TX 501(C)(3) LINE 12A, I TRA 1 TEXAS RESTAURANT ASSOCIATION POLITICAL ACTION COMMITTEE PO BOX 1429 AUSTIN TX 78767 742966270 INFLUENCE SELECTION OF CANDIDATES TO POLITICAL OFFICE TX 527 TRA 0 RESTAURANT INSURANCE SOLUTIONS INC PO BOX 1429 AUSTIN TX 78767 452527199 INSURANCE TX TRA C 186207 76119 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 TEXAS RESTAURANT ASSOCIATION EDUCATION FOUNDATION N 6265 ALLOCATION OF COST TEXAS RESTAURANT ASSOCIATION EDUCATION FOUNDATION O 480599 ALLOCATION OF COST RESTAURANT INSURANCE SOLUTIONS N 69055 ALLOCATION OF COST RESTAURANT INSURANCE SOLUTIONS O 66660 ALLOCATION OF COST