2025-11-17T09:17:34-06:00 2024-12-31 420714325 RSM US LLP 7351 OFFICE PARK PLACE MELBOURNE FL 329408229 990 2024-01-01 541210751 NATIONAL GROCERS ASSOCIATION NATI 2029382570 601 PENNSYLVANIA AVE NW STE 375N WASHINGTON DC 20004 GREGORY FERRARA PRESIDENT & CEO 2029382570 2025-11-17 1 1 KELLI PECK P01423033 3217516200 2025-11-17 2024 2025-03-06 01:10:19Z GREGORY FERRARA 601 PENNSYLVANIA AVE NW STE 375N WASHINGTON DC 20004 8842925 0 X WWW.NATIONALGROCERS.ORG X 1982 DC CHAMPION THE INDEPENDENT GROCERY INDUSTRY THROUGH ADVOCACY, COLLABORATION, EDUCATION, SERVICES, AND CONNECTIONS. 54 54 22 54 80210 6238 1070001 956409 3995874 4351325 601494 2482842 812828 1052349 6480197 8842925 113551 90707 0 0 3468819 3886380 0 0 0 3420308 3608768 7002678 7585855 -522481 1257070 24523974 25432647 5370463 5233605 19153511 20199042 CHAMPION THE INDEPENDENT GROCERY INDUSTRY THROUGH ADVOCACY, COLLABORATION, EDUCATION, SERVICES, AND CONNECTIONS. 0 0 EDUCATION: CONDUCT AN ANNUAL CONVENTION, SPONSOR EDUCATIONAL PROGRAMS INCLUDING AN EXECUTIVE LEADERSHIP PROGRAM, WEBINARS AND PUBLISH A NEWSLETTER. GOVERNMENT RELATIONS AND INDUSTRY RELATIONS: CONDUCT AN ANNUAL CONVENTION, CONDUCT A LEADERSHIP MEETING THAT INCLUDES ALL SECTORS OF THE INDEPENDENT GROCERY CHANNEL AND PUBLISH A NEWSLETTER. 0 1 0 1 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 45 0 1 22 1 1 1 0 0 0 1 1 0 0 0 X 54 54 1 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 0 1 1 X JOHN SCHAEFER FRACTIONAL CFO OF FM 6087807602 800 CORPORATE DRIVE SUITE 350 FORT LAUDERDALE FL 33334 TED BALISTRERI CHAIRMAN 1.00 0.00 X X 0 0 0 STEVE HENIG VICE CHAIRMAN 1.00 0.00 X X 0 0 0 MIKE STIGERS IMMEDIATE PAST CHAIR 1.00 0.00 X X 0 0 0 DAVID SMITH SECRETARY 1.00 0.00 X X 0 0 0 RICHIE MORGAN TREASURER 1.00 0.00 X X 0 0 0 JOHN AKINS BOARD MEMBER 1.00 0.00 X 0 0 0 RANDY ARCENEAUX BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN BOLE BOARD MEMBER 1.00 0.00 X 0 0 0 AMY BOSEK BOARD MEMBER 1.00 0.00 X 0 0 0 JENNIFER BOSMA BOARD MEMBER 1.00 0.00 X 0 0 0 MELISSA BUONADONNA BOARD MEMBER 1.00 0.00 X 0 0 0 JAY CAMPBELL EX-OFFICIO MEMBER 1.00 0.00 X 0 0 0 CARLOS CASTRO BOARD MEMBER 1.00 0.00 X 0 0 0 RICH CHAPMAN BOARD MEMBER 1.00 0.00 X 0 0 0 EMILY COBORN-WRIGHT BOARD MEMBER 1.00 0.00 X 0 0 0 CHRIS COBORN EX-OFFICIO MEMBER 1.00 0.00 X 0 0 0 MATT ECHOLS BOARD MEMBER 1.00 0.00 X 0 0 0 CASEY FANNON BOARD MEMBER 1.00 0.00 X 0 0 0 RON GRAFF JR BOARD MEMBER 1.00 1.00 X 0 0 0 ROBERT GRAYBILL BOARD MEMBER 1.00 0.00 X 0 0 0 NEIL GREENSTEIN BOARD MEMBER 1.00 0.00 X 0 0 0 WINSTON GRIFFIN BOARD MEMBER 1.00 0.00 X 0 0 0 PAULA JANSSEN BOARD MEMBER 1.00 0.00 X 0 0 0 BOB JASKOLSKI BOARD MEMBER 1.00 0.00 X 0 0 0 TIM JENNINGS BOARD MEMBER 1.00 0.00 X 0 0 0 JORDAN KREMM BOARD MEMBER 1.00 0.00 X 0 0 0 KATHY KUZAVA BOARD MEMBER 1.00 0.00 X 0 0 0 ROB MARSH BOARD MEMBER 1.00 0.00 X 0 0 0 MANARD LAGASSE EX-OFFICIO MEMBER 1.00 0.00 X 0 0 0 JON MCCORMICK BOARD MEMBER 1.00 0.00 X 0 0 0 JAY MITCHELL BOARD MEMBER 1.00 0.00 X 0 0 0 KENT MONGOMERY BOARD MEMBER 1.00 0.00 X 0 0 0 JOE MUELLER BOARD MEMBER 1.00 0.00 X 0 0 0 PETE NAJJAR BOARD MEMBER 1.00 0.00 X 0 0 0 MICHAEL NEEDLER JR BOARD MEMBER 1.00 1.00 X 0 0 0 MICHAEL NEEDLER SR EX-OFFICIO MEMBER 1.00 0.00 X 0 0 0 JIMMY NICHOLS BOARD MEMBER 1.00 0.00 X 0 0 0 RICH NIEMANN JR EX-OFFICIO MEMBER 1.00 0.00 X 0 0 0 AMY NIEMETSCHECK BOARD MEMBER 1.00 0.00 X 0 0 0 GARRETT PICKLAPP BOARD MEMBER 1.00 0.00 X 0 0 0 LAUREN GD REDMAN BOARD MEMBER 1.00 0.00 X 0 0 0 GARY REDNER EX-OFFICIO MEMBER 1.00 0.00 X 0 0 0 DAVID RICE BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN ROSS EX-OFFICIO MEMBER 1.00 0.00 X 0 0 0 PAUL ROWTON BOARD MEMBER 1.00 0.00 X 0 0 0 HAMDY SHALABI BOARD MEMBER 1.00 0.00 X 0 0 0 STEVE SMITH EX-OFFICIO MEMBER 1.00 0.00 X 0 0 0 CHERYL SOMMER EX-OFFICIO MEMBER 1.00 0.00 X 0 0 0 JENA SOWERS BOARD MEMBER 1.00 0.00 X 0 0 0 RAY SPRINKLE BOARD MEMBER 1.00 0.00 X 0 0 0 JEFF STRACK BOARD MEMBER 1.00 0.00 X 0 0 0 MIKE VIOLETTE BOARD MEMBER 1.00 0.00 X 0 0 0 SCOTT WIDTFELDT BOARD MEMBER 1.00 0.00 X 0 0 0 ERIC WINN BOARD MEMBER 1.00 0.00 X 0 0 0 GREGORY FERRARA PRESIDENT & CEO 32.50 5.00 X 816194 0 100518 JONATHAN DOWNEY SVP 37.50 0.00 X 271401 0 64975 LAURA STRANGE SVP 37.50 0.00 X 229484 0 66610 CHRISTOPHER JONES SVP 37.50 0.00 X 287455 0 64944 STEPHANIE JOHNSON VP 37.50 0.00 X 161194 0 35341 CHELSEA MATZEN DIRECTOR 37.50 0.00 X 156693 0 25876 ANA NUNEZ CEPOLLARO VP 37.50 0.00 X 143961 0 48845 JAMES DUDLICEK CONTENT STRATEGIST 37.50 0.00 X 100251 0 13344 2166633 0 420453 8 0 1 0 THE COBALT COMPANY 2550 S CLARK STREET SUITE 850 ARLINGTON VA 22202 DATABASE DESIGN AND MONTHLY USER FEES 156422 KRESSIN LAW GROUP LLC 5609 GOLDEN BEAR DRIVE OVERLAND PARK AR 66223 LEGAL SERVICES 148439 BRIAN DAVID MOOAR 400 MASSACHUSETTS AVE NW WASHINGTON DC 20001 MEDIA STRATEGY 130750 PATEL PARTNERS 3612 N ROCKINGHAM STREET ARLINGTON VA 22213 LOBBYING SERVICES 130000 4 956409 956409 MEMBERSHIP DUES 900099 2317481 2317481 SPONSORSHIPS 900099 957670 80210 877460 CONVENTION REVENUE SHARE 611430 590148 590148 REGISTRATION FEES 900099 486026 486026 4351325 559368 559368 1923474 0 1923474 1923474 1923474 FOUNDATION ADMINISTRATION 900099 898851 898851 MISCELLANEOUS INCOME 900099 153498 153498 1052349 8842925 3393655 80210 4412651 71707 19000 1901581 1733078 60159 191562 359829 302609 81986 683763 90127 139744 152668 352471 170773 801803 77407 52987 DUES & SUBSCRIPTIONS 212581 OTHER EXPENSES 125803 TRAINING 3717 UBI TAXES 500 7585855 16611 286803 129589 242199 611156 619032 200879 180723 1003048 314363 637763 688685 19648914 20773680 10000 10000 3269062 2631525 24523974 25432647 517946 770926 901353 721875 3951164 3740804 5370463 5233605 X 19153511 20199042 19153511 20199042 24523974 25432647 1257070 -211539 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 2317481 972893 796980 1769873 972893 796980 706917 226021 480896 62681 50857 11824 233450 37485 195965 688685 OPERATING LEASE ASSET 2631525 2631525 OPERATING LEASE LIABILITY 3600025 DUE TO RELATED PARTIES 140779 3740804 9378305 -211539 2246119 2034580 7343725 81986 1417214 1499200 8842925 8360952 2274297 2274297 6086655 81986 1417214 1499200 7585855 PART XI, LINE 2D - OTHER ADJUSTMENTS: NGA SERVICE CORPORATION REVENUES 2,947. NGA RESEARCH & EDUCATION FOUNDATION REVENUES 2,124,631. NGA PAC REVENUES 118,541. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUND FOR FAIR EXPENSES NETTED IN REVENUE FOR AUDIT 518,363. FOUNDATION MGMT REVENUE ELIMINATED IN CONSOLIDATION 898,851. PART XII, LINE 2D - OTHER ADJUSTMENTS: NGA SERVICE CORPORATION EXPENSES 1,724. NGA RESEARCH & EDUCATION FOUNDATION EXPENSES 2,146,541. NAC PAC EXPENSES 126,032. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUND FOR FAIR EXPENSES NETTED IN REVENUE FOR AUDIT 518,363. FOUNDATION MGMT REVENUE ELIMINATED IN CONSOLIDATION 898,851. 1 DEMOCRATIC ATTORNEYS GENERAL ASSN 1350 I STREET NW 300 WASHINGTON DC 20005 134220019 527 15000 0 SPONSORSHIP MOUNT VERNON LADIES ASSOCIATION OF THE UNION 3600 MOUNT VERNON MEMORIAL HWY MOUNT VERNON VA 22121 540564701 501(C)(3) 10000 0 SPONSORSHIP 1 1 BEST BAGGER AWARDS 12 19000 PART I, LINE 2: NGA PREPARES AN ANNUAL BUDGET BASED ON PROGRAMS RECOMMENDED BY NGA STAFF/BOARD MEMBERS AND APPROVED BY THE BOARD. FUNDS ARE SPENT IN ACCORDANCE WITH THE APPROVED BUDGET AND SUBJECT TO IN-PLACE APPROVALS FOR DISBURSING FUNDS. X 1 1 X X 0 0 0 GREGORY FERRARA PRESIDENT & CEO 590742 0 189750 0 35702 0 69000 0 31518 0 916712 0 0 0 CHRISTOPHER JONES SVP 237117 0 50000 0 338 0 42000 0 22944 0 352399 0 0 0 JONATHAN DOWNEY SVP 224187 0 47000 0 214 0 39480 0 25495 0 336376 0 0 0 LAURA STRANGE SVP 189141 0 40000 0 343 0 33600 0 33010 0 296094 0 0 0 STEPHANIE JOHNSON VP 145582 0 15450 0 162 0 16995 0 18346 0 196535 0 0 0 ANA NUNEZ CEPOLLARO VP 129127 0 14420 0 414 0 15862 0 32983 0 192806 0 0 0 CHELSEA MATZEN DIRECTOR 142129 0 14420 0 144 0 15862 0 10014 0 182569 0 0 0 PART I, LINE 1A TRAVEL FOR COMPANIONS: NGA PROVIDES TRAVEL FOR OFFICERS' COMPANIONS TO OUR ANNUAL CONVENTION AND OTHER MEETINGS AS APPROVED BY THE PRESIDENT AND CEO. THESE AMOUNTS ARE NONTAXABLE TO THE EMPLOYEE. FORM 990, PART VI, SECTION A, LINE 2 MICHAEL NEEDLER, SR. & MICHAEL NEEDLER, JR. - FAMILY RELATIONSHIPS. FORM 990, PART VI, SECTION A, LINE 6 NGA MEMBERS INCLUDE REGULAR MEMBERS AND ASSOCIATE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A EACH REGULAR NGA AND ASSOCIATE MEMBER HAS ONE VOTE. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO THE CERTIFICATE OF INCORPORATION; APPROVAL OF MERGER OR DISSOLUTION OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B TAX FORMS ARE REVIEWED BY THE PRESIDENT/CEO AND THE FRACTIONAL CFO. FORM 990, PART VI, SECTION B, LINE 12C BOARD OF DIRECTORS ARE PRESENTED ANNUALLY WITH AND REVIEW THE COMPLIANCE WITH CONFLICT OF INTEREST POLICIES. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS APPROVES THE PRESIDENT & CEO'S, AND OTHER TOP EXECUTIVES' COMPENSATION BASED ON PERFORMANCE, ACHIEVEMENT OF WRITTEN GOALS AND OBJECTIVES AS DETERMINED BY THE EXECUTIVE COMMITTEE. 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 AS SET FORTH IN SECTION 6104(D). FORM 990, PART XII, LINE 2C: THE OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED SINCE THE PRIOR TAX YEAR. NGA RESEARCH AND EDUCATION FOUNDATION 601 PENNSYLVANIA AVE NW STE 375N WASHINGTON DC 20004 541634757 RESEARCH & EDUCATION VA 501(C)(3) LINE 10 NATIONAL GROCERS ASSOCIATION 1 NGA PAC 601 PENNSYLVANIA AVE NW STE 375N WASHINGTON DC 20004 454018300 POLITICAL ACTIVITIES VA 527 NATIONAL GROCERS ASSOCIATION 1 NGA SERVICE CORPORATION 601 PENNSYLVANIA AVE NW STE 375N WASHINGTON DC 20004 541754976 PROVIDE TECHNOLOGY, EQUIPMENT, FIXTURES, FINANCING AND EFFICIENCY PROGRAMS DE NATIONAL GROCERS ASSOCIATION C 2947 90870 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 NGA RESEARCH AND EDUCATION FOUNDATION O 644905 CASH NGA RESEARCH AND EDUCATION FOUNDATION N 253946 CASH INDEPENDENT GROCERS SHOW MANAGEMENT LLC 110 S HARTFORD AVE STE 200 TULSA OK 74120 824828034 MGMT OF TRADE SHOW DE RELATED 0 263682 4446618 0 0 0.29000