2017-11-15T12:38:06-07:00 2016-12-31 990 2016-01-01 361525480 National Restaurant Association NATI 2023315900 2055 L Street NW Suite 700 Washington DC 200364957 MARVIN IRBY CFO 3127156757 2017-11-15 38.98.152.254 2016 2021-01-29 14:40:06Z Dawn M Sweeney 2055 L Street NW Suite 700 Washington DC 200364957 120249666 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. 63 63 243 63 1489858 245114 3227217 3489821 29685474 33955211 1424029 583270 50281877 59731102 84618597 97759404 986825 1957577 0 0 35311609 40448294 0 0 0 47434446 56568606 83732880 98974477 885717 -1215073 80253112 85518538 36212170 41928624 44040942 43589914 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 2016, NRA tested 751,147 foodservice managers in ServSafe programs and issued a total of 544,503 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 2016 National Restaurant Association Show attracted 67,887 attendees from all over the United States and 124 different countries, covering 683,511 square feet, representing 2,310 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 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 221 0 1 243 1 1 1 0 0 0 1 1 0 X 63 63 1 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 IL X Michaela Skalniak 3127156765 175 West Jackson Blvd Suite 1500 Chicago IL 606042814 Joseph Kadow Chair 5 12 X X 0 0 0 Jeffery Davis Vice Chair 5 9 X X 0 0 0 Jay Stieber Treasurer 5 7 X X 0 0 0 Maribeth Bisienere Director 2 2 X 0 0 0 Tom Boucher Director 2 2 X 0 0 0 Glenn Brady Director 2 0 X 0 0 0 Karen Bremer Director 2 0 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 Tommy Cvitanovich Director 2 2 X 0 0 0 Victor Allred Director 2 2 X 0 0 0 Lorna Donatone Director 2 5 X 0 0 0 Carol Dover Director 2 0 X 0 0 0 George Ebinger Director 2 2 X 0 0 0 Joseph Essa Director 2 0 X 0 0 0 Atour Eyvazian Director 2 0 X 0 0 0 Anne Fink 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 David Goronkin Director 2 0 X 0 0 0 Greg Hamer Director 2 0 X 0 0 0 Stan Harris Director 2 2 X 0 0 0 Thomas Hester Director 2 0 X 0 0 0 Michael Hickey Director 2 0 X 0 0 0 Geoff Hill Director 2 2 X 0 0 0 Hattie Hill Director 2 0 X 0 0 0 Steve Hilton Director 2 0 X 0 0 0 Richard Jackson Director 2 0 X 0 0 0 Richard Anthony Joseph Director 2 0 X 0 0 0 Susan Adzick Director 2 2 X 0 0 0 William Kohl Director 2 0 X 0 0 0 Victor Lim Director 2 0 X 0 0 0 Jeffrey Lobdell Director 2 0 X 0 0 0 Ivan Matsunaga Director 2 0 X 0 0 0 Jeff Messinger Director 2 0 X 0 0 0 John Metz Jr Director 2 0 X 0 0 0 Raphael Oliver 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 Mike Rastrelli Director 2 2 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 0 X 0 0 0 Casey Ryan Director 2 0 X 0 0 0 Timothy Ryan Director 2 2 X 0 0 0 Christopher Savvides Director 2 0 X 0 0 0 Mary Schell Director 2 0 X 0 0 0 Kevin Settles Director 2 2 X 0 0 0 Billy Sewell Director 2 0 X 0 0 0 Bahjat Shariff Director 2 0 X 0 0 0 Bret Stewart Director 2 0 X 0 0 0 Louis Basile Director 2 0 X 0 0 0 Joseph Taylor Director 2 2 X 0 0 0 Clarice Turner Director 2 0 X 0 0 0 Kent Walrack Director 2 0 X 0 0 0 Bob Wong Director 2 2 X 0 0 0 Dawn M Sweeney President and CEO 40 0 X 2852508 0 1620968 Marvin F Irby Chief Financial Officer 40 0 X 670422 0 355712 Cicely Simpson EVP, Policy and Government Affairs 40 0 X 545026 0 136552 Robert A Gifford EVP, Strategy Operations and Philanthropy 10 30 X 508422 0 221290 Barbara A Polk Chief Administrative Officer 40 0 X 491386 0 164042 Mary Pat Heftman EVP, Convention and Strategic Alliances 40 0 X 463478 0 229701 David Matthews SVP, General Counsel 40 0 X 402776 0 31664 Sherman L Brown EVP, Products and Services 40 0 X 362161 0 243880 Philliip M Kafarakis Chief Innovation and Member Advancement Officer 40 0 X 274741 0 19600 Terry J Erdle Chief Revenue Officer 40 0 X 176507 0 86289 Edward Beck Chief Information Officer and SVP, Technology 40 0 X 218628 0 10101 Kevin A Steele Chief Information Officer 40 0 X 200701 0 47304 Susan H Robusto SVP, Public Affairs and Communications 40 0 X 341628 0 17159 Jeffrey G Calore SVP, Strategic Alliances 40 0 X 319582 0 68340 Hudson Riehle SVP, Research and Knowledge 40 0 X 317233 0 89144 Angelo Amador SVP, Legal Advocacy and Regulatory Compliance 40 0 X 270332 0 39085 Brendan J Flanagan VP, State Restaurant Association Relations 40 0 X 245765 0 75379 8661296 0 3456210 115 0 1 0 GES- Chicago P O Box 96174 Chicago IL 60693 Exposition Services 2576667 Gibson Dunn and Crutcher LLP PO Box 840723 Los Angeles CA 90084 Legal/Advocacy 1934776 RR Donnelley -Chicago P O Box 93514 Chicago IL 60673 Warehouse Services 1520029 United Parcel Service Lockbox 577 Carol Stream IL 60132 Shipping Services 1014727 Align Public Strategies LLC 189 S Orange Ave Suite 850 Orlando FL 32801 Consulting 861267 79 0 0 515560 0 0 2974261 0 3489821 Annual Trade Show 541900 29360053 29360053 0 0 Conference & Seminars 813910 638320 638320 0 0 SRA License Revenue 813910 211750 0 0 211750 Membership Dues 813910 3654850 3654850 0 0 Sponsorships 813910 90238 0 90238 0 0 0 0 0 33955211 696217 0 0 696217 0 0 0 0 6712670 0 1357900 5354770 483540 0 359470 0 124070 0 124070 0 41720 82350 16920580 0 17033527 0 -112947 0 -112947 0 0 -112947 210610 515560 213052 -2442 0 -2442 57781017 4884213 52896804 52896804 0 0 0 97759404 86550027 1489858 6229698 1957577 0 0 0 5953229 0 21707066 1226951 9418810 2142238 0 1827341 108242 1229403 0 154506 8995971 1131883 4885147 1596941 4442856 2973678 2736897 0 8743744 284993 0 5339171 328516 SRA Payments & Third Party Incentives 11326264 Bad Debts 238633 Sales Tax 119420 UBI Taxes 105000 98974477 0 0 0 7245620 7366695 4963234 6176416 397839 588434 2198553 3270023 62501603 23396697 40501271 39104906 23937513 24972127 2834597 1009082 1205340 80253112 85518538 13945468 16375864 12274944 14136236 8968540 11416524 1023218 0 36212170 41928624 X 41607739 41520510 2433203 2069404 0 0 44040942 43589914 80253112 85518538 -1215073 764045 0 0 0 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 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 10053397 128500 925817 197945 0 156213 10753556 0 0.75 0.25 0 1 1 0 0 0 0 30824308 3017542 27806766 0 2063987 1786382 277605 0 29613308 18592773 11020535 0 0 0 0 39104906 0 0 X Schedule D, Part V, Line 4 The endowment funds are used to provide scholarships, as part of the National Restaurant 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, 2016 and 2015. 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 2013. Marriott Golf Classic 726170 515560 210610 0 0 205343 1513 359 5837 0 0 726170 515560 210610 0 0 205343 1513 359 5837 213052 -2442 1 The National Restaurant Association Educational Foundation 2055 L Street NW Suite 702 Washington DC 20036 366103388 501(c)3 100000 0 Cash None Endowment Contribution State Legislative Leaders Foundation 1645 Falmouth Rd Bldg D Centerville MA 02632 237148478 501(c)3 50000 0 FMV No Sponsorship Womens Foodservice Forum 6730 LBJ Freeway Building B Dallas TX 75240 364349795 501(c)3 50000 0 FMV No Sponsorship Grocery Manufacturers Association 1350 I Street NW Washington DC 20005 530114930 501(c)6 20000 0 FMV No Sponsorship Competitive Enterprise Institute 1899 L Street NW NO 1200 Washington DC 20036 521351785 501(c)3 15000 0 FMV No Sponsorship Bryce Harlow Foundation 1700 New York Ave NW No 400 Washington DC 20006 521266620 501(c)3 10000 0 FMV No Sponsorship National Environmental Health Association 720 S Colorado Blvd Suite 1000 N Denver CO 80246 840469910 501(c)3 7500 0 FMV No Sponsorship 6 1 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 1 0 0 Dawn M Sweeney President and CEO 1683408 0 1124605 0 44495 0 1596621 0 24347 0 4473476 0 1124605 0 Marvin F Irby Chief Financial Officer 437750 0 229834 0 2838 0 339666 0 16047 0 1026135 0 229834 0 Cicely Simpson EVP, Policy and Government Affairs 434366 0 110000 0 660 0 128529 0 8023 0 681578 0 110000 0 Robert A Gifford EVP, Strategy Operations and Philanthropy 359168 0 147736 0 1518 0 189625 0 31665 0 729712 0 147736 0 Barbara A Polk Chief Administrative Officer 389869 0 100000 0 1518 0 132100 0 31942 0 655429 0 100000 0 Mary Pat Heftman EVP, Convention and Strategic Alliances 315852 0 146109 0 1518 0 213654 0 16047 0 693180 0 144889 0 David Matthews SVP, General Counsel 293891 0 103704 0 5182 0 15511 0 16154 0 434442 0 103704 0 Sherman L Brown EVP, Products and Services 286171 0 75000 0 990 0 212216 0 31665 0 606042 0 75000 0 Philliip M Kafarakis Chief Innovation and Member Advancement Officer 152123 0 50000 0 72618 0 12127 0 7473 0 294341 0 50000 0 Terry J Erdle Chief Revenue Officer 100962 0 75000 0 546 0 81375 0 4914 0 262797 0 0 0 Edward Beck Chief Information Officer and SVP, Technology 84816 0 77236 0 56576 0 1502 0 8600 0 228730 0 77236 0 Kevin A Steele Chief Information Officer 150000 0 50000 0 701 0 37375 0 9929 0 248005 0 0 0 Susan H Robusto SVP, Public Affairs and Communications 88268 0 75931 0 177428 0 9852 0 7307 0 358786 0 75931 0 Jeffrey G Calore SVP, Strategic Alliances 232763 0 85345 0 1474 0 36675 0 31665 0 387922 0 84438 0 Hudson Riehle SVP, Research and Knowledge 273690 0 39187 0 4356 0 57479 0 31665 0 406377 0 39187 0 Angelo Amador SVP, Legal Advocacy and Regulatory Compliance 241408 0 27943 0 981 0 39085 0 0 0 309417 0 27943 0 Brendan J Flanagan VP, State Restaurant Association Relations 221067 0 23793 0 905 0 43714 0 31665 0 321144 0 0 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 4 The following individuals received severance pay in 2016: Phillip M. Kafarakis, Chief Innovation and Member Advancement Officer received $71,308; Edward Beck, Chief Information Officer and SVP, Technology received $56,309; and Susan H. Robusto, SVP, Public Affairs and Communications received $177,276. Form 990, Part III, Line 2 On January 1, 2016, the National Restaurant Association acquired the National Registry of Food Safety Professionals, which develops and maintains certification examination programs for the food safety profession. It was acquired to take advantage of operational synergies and build industry capabilities. The National Registry of Food Safety Professionals is a single-member LLC and considered to be a disregarded entity. 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 more than 60 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 2016 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. This process was undertaken in 2016 for these officers. 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 6401 (d). National Restaurant Association Solutions LLC 175 W Jackson Blvd Suite 1500 Chicago IL 60604 204495726 Creation, production and sale of training materials IL 89429459 24615944 NRA National Registry of Food Safety Professionals Inc 6751 Forum Drive Orlando FL 32821 593618606 Educate the food safety profession FL 4397306 4159774 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 National Restaurant Association Military Foundation 2055 L Street NW Washington DC 20036 320376712 Educational opportunities for US Armed Forces members serving in hospitality assignme DE 501(c)(3) Line 7 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 175 W Jackson Blvd Suite 1500 Chicago IL 60604 273152775 Marketing services IL NRA C -1501 32758 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 114132 FMV National Restaurant Association Educational Foundation l 1241976 Agreement National Restaurant Association Educational Foundation q 2230777 FMV National Restaurant Association Educational Foundation r 4442856 Contract