NRF FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- NRF FOUNDATION (EIN 52-1224690)
- Tax period
- 2017-03-01 to 2018-02-28
- Filed
- 2018-06-27
- IRS object ID
- 201841789349300709
- Schema version
- 2017v2.3
- 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 A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-27T07:43:45-05:00 | ReturnTs |
| Tax Period End | 2018-02-28 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 EAST FIFTH STREET SUITE 1900 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521224690 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NRF FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NRFF | 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 | 20005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARLEEN KOHUT | PersonNm |
| Person Title | EVP/COO | PersonTitleTxt |
| Phone | 2027837971 | PhoneNum |
| Signature | 2018-06-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEGHANN ACKLEY | PreparerPersonNm |
| PTIN | P01399136 | PTIN |
| Phone | 5137237100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CARLEEN KOHUT | 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 | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,537,863 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NRF.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | TO PURSUE THE PUBLIC EDUCATION AND RESEARCH PURPOSES OF THE NATIONAL RETAIL FEDERATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,041,911 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,541,417 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,233,432 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,386,063 | CYProgramServiceRevenueAmt |
| PY Investment Income | $116,698 | PYInvestmentIncomeAmt |
| CY Investment Income | $457,201 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$29,507 | PYOtherRevenueAmt |
| CY Other Revenue | -$812,512 | CYOtherRevenueAmt |
| PY Total Revenue | $6,362,534 | PYTotalRevenueAmt |
| CY Total Revenue | $5,572,169 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $651,444 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $664,081 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $972,336 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,347,167 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,114,721 | PYOtherExpensesAmt |
| CY Other Expenses | $2,759,051 | CYOtherExpensesAmt |
| PY Total Expenses | $4,738,501 | PYTotalExpensesAmt |
| CY Total Expenses | $4,770,299 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,624,033 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $801,870 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,372,376 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,803,356 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,410,492 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,856,364 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,961,884 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,946,992 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE NRF FOUNDATION SHAPES RETAIL'S FUTURE BY BUILDING AWARENESS OF THE INDUSTRY THROUGH STATISTICS AND STORIES; DEVELOPING TALENT THROUGH EDUCATION, EXPERIENCES AND SCHOLARSHIPS; AND FOSTERING CAREER GROWTH AMONG PEOPLE WHO WORK IN RETAIL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,103,381 | ExpenseAmt |
| Revenue | $2,373,254 | RevenueAmt |
| Desc | CERTIFICATION AND CREDENTIAL PROGRAM: ASSESSMENTS LEADING TO A CERTIFICATION IN CUSTOMER SERVICE, SALES, RETAIL MANAGEMENT AND RETAIL FUNDAMENTALS LEAD RETAIL ASSOCIATES OR JOB SEEKERS FOR RETAIL TO DEMONSTRATE MASTERY OF THE SKILLS AND KNOWLEDGE TO PERFORM SUCCESSFULLY AND ADVANCE IN RETAIL OR SALES RELATED CAREERS. THE BENEFIT IS TO THE INDIVIDUAL, RETAILERS AND ANY CUSTOMER SERVICE ORIENTED EMPLOYER. THIS PROGRAM IS CHARTERED BY THE DEPARTMENT OF LABOR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $669,555 | ExpenseAmt |
| Grant | $664,081 | GrantAmt |
| Desc | SCHOLARSHIP PROGRAMS: IN SUPPORT OF ITS MISSION TO ADVANCE THE INTERESTS OF THE RETAIL INDUSTRY THROUGH EDUCATION, THE FOUNDATION SPONSORS SEVERAL PROGRAMS PROVIDING SCHOLARSHIPS TO INDIVIDUALS ATTENDING ELIGIBLE INSTITUTIONS WHO ARE INTERESTED IN A VARIETY OF CAREERS WITHIN THE INDUSTRY. THE CRITERIA FOR AWARDING SCHOLARSHIPS IS FURTHER DESCRIBED IN SCHEDULE I OF THIS FORM 990. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,275,410 | ExpenseAmt |
| Revenue | $623,750 | RevenueAmt |
| Desc | RESEARCH AND RETAIL INDUSTRY PROJECTS: IN ORDER TO ENSURE FUTURE LEADERSHIP IN THE RETAIL INDUSTRY, THE FOUNDATION ACTIVELY WORKS WITH CURRENT RETAIL LEADERS, EDUCATIONAL INSTITUTIONS AND STUDENTS INFORMING AND EDUCATING THEM ABOUT CAREER PATHS WITHIN THE RETAIL INDUSTRY. THE FOUNDATION ALSO PROVIDES PLATFORMS WHERE ALL OF THESE PARTICIPANTS CAN MEET AND ENGAGE WITH ONE ANOTHER. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $958,478 | ExpenseAmt |
| Revenue | $389,059 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICE ACTIVITIES RELATE PRIMARILY TO THE DEVELOPMENT COSTS OF A NEW PROGRAM, RETAIL INDUSTRY SKILLS AND EDUCATION (RISE UP). THIS PROGRAM OFFERS TRAINING AND CREDENTIALS THAT HELP ENTRY-LEVEL JOB SEEKERS DEVELOP MEANINGFUL CAREERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $958,478 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $389,059 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $4,006,824 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | 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 | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 34 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARLEEN KOHUT | 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 SUITE 1200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| KAREN KATZ | |||||||
| CHAIR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MINDY F GROSSMAN | |||||||
| IMMEDIATE PAST CHAIR (END MAY 2017) | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MATT R SHAY | |||||||
| PRESIDENT AND CEO | 8.50 | Yes (X) | $0 | $3,028,987 | $407,450 | 41.50 | Yes (X) |
| EMILY ANTONELLI | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| STEVE BARR | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| BILL BRAND | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| LEE CULPEPPER | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DEB DECKER | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DANIELLE DIFERDINANDO | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| GENE GSELL | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ARLETTE GUTHRIE | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN HART | |||||||
| DIRECTOR (STARTED JAN 2018) | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| GINA IACOVONE | |||||||
| DIRECTOR (STARTED JAN 2018) | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MARK LARSON | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| LINDA LEWIS | |||||||
| DIRECTOR (END JAN 2018) | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JERRY O'BRIEN | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| HEIDI O'NEILL | |||||||
| DIRECTOR (END JAN 2018) | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| AUDREY ROBERTSON | |||||||
| DIRECTOR (END JAN 2018) | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ANNE VOLLER | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DANIELLE WALLIS | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ELLEN DAVIS | |||||||
| EXECUTIVE DIRECTOR | 50.00 | Yes (X) | $0 | $414,270 | $75,306 | Yes (X) | |
| MALLORY DUNCAN | |||||||
| GENERAL COUNSEL (RETIRED 8/17) | 8.50 | Yes (X) | $0 | $354,991 | $75,425 | 41.50 | Yes (X) |
| CARLEEN C KOHUT | |||||||
| EVP AND COO | 8.50 | Yes (X) | $0 | $736,156 | $94,045 | 41.50 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,534,404 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $652,226 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | 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 |
|---|---|---|---|---|---|
| CASTLE WORLDWIDE INC | |||||
| 6001 HOSPITALITY COURT SUITE 100 | MORRISVILLE | NC | 27560 | PROGRAM MANAGEMENT AND COMPUTER SERVICES | $869,673 |
| FIRST PROTOCOL INC | |||||
| 630 NINTH AVENUE SUITE 310 | NEW YORK | NY | 10036 | AUDIO/VISUAL SERVICES FOR SPECIAL EVENT | $343,779 |
| PIER SIXTY LLC | |||||
| 23RD STREET AND THE WESTSIDE HIGHWA | NEW YORK | NY | 10011 | CATERING SERVICES FOR SPECIAL EVENT | $250,585 |
| ELIZABETH ROSE CONSULTING LLC | |||||
| 120 MAIN STREET | GARDINER | NY | 12525 | PROFESSIONAL FUNDRAISER | $224,279 |
| BARKLEY KALPAK ASSOCIATED INC | |||||
| 315 W 39TH STREET STUDIO 607 | NEW YORK | NY | 10018 | AUDIO/VISUAL, DECORATING SERVICES | $136,713 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $2,530,917 | FundraisingAmt |
| All Other Contributions | $10,500 | AllOtherContributionsAmt |
| Noncash Contributions | $453,665 | NoncashContributionsAmt |
| Total Contributions | $2,541,417 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ASSESS/CERTIFICATIONS | 900099 | $2,373,254 | $2,373,254 |
| RESEARCH AND PROJECTS | 611710 | $623,750 | $623,750 |
| PUBLICATIONS | 611600 | $389,059 | $389,059 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,386,063 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $252,067 | TotalRevenueColumnAmt |
| Exclusion | $252,067 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,265 | TotalRevenueColumnAmt |
| Exclusion | $5,265 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,784,437 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,579,303 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $205,134 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $205,134 | TotalRevenueColumnAmt |
| Exclusion | $205,134 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $568,614 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,530,917 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,386,391 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$817,777 | TotalRevenueColumnAmt |
| Exclusion | -$817,777 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,572,169 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,386,063 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$355,311 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $664,081 | TotalAmt |
| Program Services | $664,081 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $443,776 | TotalAmt |
| Program Services | $182,917 | ProgramServicesAmt |
| Management And General | $260,859 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $659,820 | TotalAmt |
| Program Services | $399,493 | ProgramServicesAmt |
| Management And General | $260,327 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,903 | TotalAmt |
| Program Services | $153,455 | ProgramServicesAmt |
| Management And General | $32,448 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,668 | TotalAmt |
| Program Services | $44,981 | ProgramServicesAmt |
| Management And General | $12,687 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,109 | TotalAmt |
| Management And General | $3,109 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,500 | TotalAmt |
| Program Services | $5,500 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,967 | TotalAmt |
| Program Services | $5,493 | ProgramServicesAmt |
| Management And General | $5,474 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,695,071 | TotalAmt |
| Program Services | $1,695,071 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,852 | TotalAmt |
| Program Services | $131,852 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,538 | TotalAmt |
| Program Services | $90,865 | ProgramServicesAmt |
| Management And General | $47,673 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,737 | TotalAmt |
| Program Services | $70,363 | ProgramServicesAmt |
| Management And General | $2,374 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,259 | TotalAmt |
| Program Services | $65,243 | ProgramServicesAmt |
| Management And General | $32,016 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $276,797 | TotalAmt |
| Program Services | $231,864 | ProgramServicesAmt |
| Management And General | $44,933 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| COST OF SALES-PUBS & RE | $91,603 | $91,603 |
| SPECIAL EVENT | $59,931 | $59,931 |
| SPONSORSHIPS | $10,445 | $10,445 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,242 | TotalAmt |
| Program Services | $103,667 | ProgramServicesAmt |
| Management And General | $61,575 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,770,299 | TotalAmt |
| Program Services | $4,006,824 | ProgramServicesAmt |
| Management And General | $763,475 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,011,608 | BOYAmt |
| EOY | $5,053,290 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,464 | BOYAmt |
| EOY | $911,491 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,138 | BOYAmt |
| EOY | $225,347 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,169,166 | BOYAmt |
| EOY | $4,613,228 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,372,376 | BOYAmt |
| EOY | $10,803,356 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $373,455 | BOYAmt |
| EOY | $239,586 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,857,210 | BOYAmt |
| EOY | $1,461,810 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,827 | BOYAmt |
| EOY | $154,968 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,410,492 | BOYAmt |
| EOY | $1,856,364 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,572,370 | BOYAmt |
| EOY | $3,520,115 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,389,514 | BOYAmt |
| EOY | $5,426,877 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,961,884 | BOYAmt |
| EOY | $8,946,992 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,372,376 | BOYAmt |
| EOY | $10,803,356 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $801,870 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $67,827 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $115,410 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | 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 A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $246,191 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $506,125 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,483,802 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,041,911 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,541,418 | CurrentTaxYearAmt |
| Total | $7,819,447 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,727,060 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,957,760 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,207,715 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,233,432 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,386,063 | CurrentTaxYearAmt |
| Total | $13,512,030 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,973,251 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,463,885 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,691,517 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,275,343 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,927,481 | CurrentTaxYearAmt |
| Total | $21,331,477 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $275,000 | CurrentTaxYearMinus3YearsAmt |
| Total | $275,000 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $275,000 | CurrentTaxYearMinus3YearsAmt |
| Total | $275,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $21,056,477 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $191,920 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $231,115 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $165,094 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $138,802 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $257,332 | CurrentTaxYearAmt |
| Total | $984,263 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $191,920 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $231,115 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $165,094 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $138,802 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $257,332 | CurrentTaxYearAmt |
| Total | $984,263 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,165,171 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,695,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,856,611 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,414,145 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,184,813 | CurrentTaxYearAmt |
| Total | $22,315,740 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.94360 | PublicSupportCY509Pct |
| Public Support PY509 | 0.88940 | PublicSupportPY509Pct |
| Investment Income CY | 0.04410 | InvestmentIncomeCYPct |
| Investment Income PY | 0.06550 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RELATED PARTY | Desc |
| Amt | $154,968 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $154,968 | TotalLiabilityAmt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH ROSE CONSULTING LLC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 MAIN STREET | AddressLine1Txt |
| City | GARDINER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12525 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | GALA/AUCTION | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $3,099,531 | GrossReceiptsAmt |
| Retained By Contractor | $224,279 | RetainedByContractorAmt |
| Net To Organization | $2,875,253 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $3,099,531 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $224,279 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $2,875,253 | TotalNetToOrganizationAmt |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA/AUCTION | Event1Nm |
| Gross Receipts Event1 | $3,099,531 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $2,530,917 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $568,614 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $428,310 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $250,585 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $59,781 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $647,715 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $3,099,531 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,530,917 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $568,614 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $428,310 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $250,585 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $59,781 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $647,715 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,386,391 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$817,777 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | DURING THE YEAR, THE FOUNDATION CONTRACTED WITH ELIZABETH ROSE CONSULTING LLC, A PROFESSIONAL FUNDRAISER TO RAISE FUNDS FOR ITS GALA AND SILENT AUCTION. THE CONTRACT CALLS FOR A SET AMOUNT AS FEES AND ACTUAL EXPENSES ARE TO BE REIMBURSED WITH PROPER DOCUMENTATION. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| TRAVEL GRANTS | 330 | $499,581 |
| TUITION GRANTS | 20 | $164,500 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION AWARDS SCHOLARSHIPS TO DEGREE CANDIDATES ENROLLED AT ELIGIBLE INSTITUTIONS. SPECIFIC CRITERIA SUCH AS GPA, YEAR IN SCHOOL, AND SUBMISSION OF COMPLETE APPLICATION, RECOMMENDATIONS, ETC. MUST BE MET IN ORDER TO QUALIFY FOR THESE SCHOLARSHIPS. CANDIDATES' APPLICATIONS ARE SUBJECT TO MULTIPLE ROUNDS OF JUDGING BY INDEPENDENT PARTIES INVOLVED IN THE RETAIL INDUSTRY. UPON AWARD, THE SCHOLARSHIP IS FORWARDED TO THE INSTITUTION IN WHICH THE STUDENT IS ENROLLED. IN RARE CASES, WE SEND FUNDS DIRECTLY TO THE STUDENT. THIS IS USUALLY FOR A NON-MEMBER SCHOOL. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MATT R SHAY | ||||||||||||||
| PRESIDENT AND CEO | $0 | $1,583,333 | $0 | $1,125,000 | $0 | $320,654 | $0 | $257,350 | $0 | $150,100 | $0 | $3,436,437 | $0 | $0 |
| ELLEN DAVIS | ||||||||||||||
| EXECUTIVE DIRECTOR | $0 | $291,667 | $0 | $112,500 | $0 | $10,103 | $0 | $47,656 | $0 | $27,650 | $0 | $489,576 | $0 | $0 |
| MALLORY DUNCAN | ||||||||||||||
| GENERAL COUNSEL (RETIRED 8/17) | $0 | $264,500 | $0 | $80,000 | $0 | $10,491 | $0 | $50,350 | $0 | $25,075 | $0 | $430,416 | $0 | $0 |
| CARLEEN C KOHUT | ||||||||||||||
| EVP AND COO | $0 | $460,922 | $0 | $200,000 | $0 | $75,234 | $0 | $50,350 | $0 | $43,695 | $0 | $830,201 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | NATIONAL RETAIL FEDERATION, A RELATED ORGANIZATION OF NRF FOUNDATION, USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE 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. |
| PART I, LINE 4B | PART I, LINE 4B: MATTHEW R. SHAY, CEO, PARTICIPATED IN A SUPPLEMENTAL NON QUALIFIED RETIREMENT PLAN DURING THE FISCAL YEAR ENDING 02/28/18. MATTHEW R. SHAY, CEO, DID NOT RECEIVE A DISTRIBUTION FROM THE 457(F) PLAN IN THE CURRENT YEAR. |
| PART I, LINE 7 | THE NATIONAL RETAIL FEDERATION HAS ESTABLISHED AN INCENTIVE COMPENSATION PACKAGE FOR ITS EXECUTIVE TEAM AND ALL RELATED ENTITIES. THE EXECUTIVE DIRECTOR OF THE NRF FOUNDATION PARTICIPATES IN THIS PROGRAM. AT YEAR END, UPON SUCCESSFUL COMPLETION OF PERFORMANCE GOALS, PARTICIPANTS ARE AWARDED A BONUS. THE 02/28/2018 BONUS PROGRAM WAS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE NRF BOARD OF DIRECTORS. |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | VARIOUS | Desc |
| Contribution | 64 | ContributionCnt |
| Noncash Contributions Rpt F990 | $453,665 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE AMOUNT IN COLUMN (B) REFERS TO THE NUMBER OF CONTRIBUTORS. |
| PART I, LINE 32B: | NRF FOUNDATION CONTRACTED THE SERVICES OF A PROFESSIONAL FUNDRAISER TO PERFORM VARIOUS FUNDRAISING ACTIVITIES TO INCLUDE MARKETING OF THE EVENT, SOLICITING OF CONTRIBUTIONS AS WELL AS COMPLETING REQUIRED FILINGS WITHIN THE STATE THE EVENT WAS HELD. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE NATIONAL RETAIL FEDERATION (NRF) MANAGES THE BUSINESS RELATED ACTIVITIES OF THE FOUNDATION. INDIRECT SALARIES AND SERVICES PROVIDED BY THE NATIONAL RETAIL FEDERATION ARE CONTRIBUTED SERVICES AND AS SUCH ARE NOT REFLECTED ON FORM 990- CONSISTENT WITH NRF GUIDELINES. |
| 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 AND THE FOUNDATION. AS SUCH, THE FINANCE COMMITTEE HAS PRIMARY BOARD RESPONSIBILITY FOR THE REVIEW OF THE FOUNDATION'S OPERATING BUDGET AND AUDITED FINANCIAL STATEMENTS. IN ITS BOARD AUTHORIZED ROLE, THE FINANCE COMMITTEE ALSO REVIEWS THE FORM 990 WITH THE FOUNDATION'S MANAGEMENT. A COMPLETE COPY OF THE 2017 FORM 990 WAS DISTRIBUTED TO THE FINANCE COMMITTEE PRIOR TO ITS FILING. THE FINAL RETURN WAS SIGNED BY THE FOUNDATION'S TAX ADVISOR, DELOITTE, AND THE FOUNDATION'S EVP/COO AND WAS FILED ON A TIMELY BASIS. |
| FORM 990, PART VI, SECTION B, LINE 12C | FOUNDATION EMPLOYEES ADHERE TO THE GUIDELINES ESTABLISHED BY THE NATIONAL RETAIL FEDERATION (NRF). NRF PERIODICALLY REVIEWS ITS BUSINESS ETHICS AND EMPLOYEE CONDUCT POLICY WITH STAFF. BOARD MEETINGS OF THE NRF FOUNDATION ARE OPENED WITH EITHER A WRITTEN DISTRIBUTION OF THE NRF ANTITRUST GUIDELINES OR A GENERAL REFERENCE TO THE FACT THAT THE NRF FOUNDATION DOES FOLLOW SUCH GUIDELINES AND THOSE ATTENDING THE MEETING ARE REQUESTED TO ADHERE TO THEM. THE FOUNDATION'S GOVERNING BODY ALSO ATTESTS ANNUALLY TO THE NRF CONFLICT OF INTEREST POLICY ADOPTED BY THE NRF FOUNDATION BOARD. 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 C, LINE 19 | THE NRF FOUNDATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. |
| FORM 990, PART IX, LINE 11G | PROGRAM MANAGEMENT AND COMPUTER SERVICES: PROGRAM SERVICE EXPENSES 1,010,783. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,010,783. RESEARCH: PROGRAM SERVICE EXPENSES 488,023. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 488,023. CAMPUS OUTREACH: PROGRAM SERVICE EXPENSES 196,265. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 196,265. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL RETAIL FEDERATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 NEW YORK AVENUE NW SUITE 1200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135582627 | EIN |
| Primary Activities | TRADE ASSOCIATION | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(6) | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | 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 | 0 | 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 |
|---|---|---|
| NATIONAL RETAIL FEDERATION | ||
| P | $1,627,778 | COST |
| NATIONAL RETAIL FEDERATION | ||
| S | $202,262 | COST |
| NATIONAL RETAIL FEDERATION | ||
| R | $98,075 | COST |
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