2016-11-10T14:54:55-07:00 2015-12-31 990 2015-01-01 361525480 National Restaurant Association NATI 2023315900 2055 L Street NW Suite 700 Washington DC 200364957 MARVIN IRBY CFO 3127156757 2016-11-10 2015 2017-02-10 21:41:12Z Dawn M Sweeney 2055 L Street NW Suite 700 Washington DC 200364957 99523910 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 72 240 72 1301377 278629 2827054 3227217 28187893 29685474 1627512 1424029 47264846 50281877 79907305 84618597 1328925 986825 0 0 33531969 35311609 0 0 0 45006509 47434446 79867403 83732880 39902 885717 78497634 80253112 33355148 36212170 45142486 44040942 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. 0 0 Food safety training and other educational programs include ServSafe, which is the industry standard for training employees in safe food handling. During 2015, NRA tested 671,367 foodservice managers in ServSafe programs and issued a total of 517,175 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 2015 National Restaurant Association Show attracted 63,676 attendees from all over the United States and 110 different countries, covering 638,424 square feet, representing 2,206 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 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 1 1 1 1 0 1 194 0 1 240 1 1 1 0 0 0 1 1 0 X 72 72 0 0 1 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 Susan Adzick Director 2 2 X 0 0 0 Vic Allred Director 2 0 X 0 0 0 Louis Basile Director 2 0 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 Dickie Brennan Director 2 2 X 0 0 0 Scott Carlson Director 2 0 X 0 0 0 Mike Carney Director 2 0 X 0 0 0 Brian Casey Director 2 0 X 0 0 0 Ed Choe Director 2 0 X 0 0 0 Steve Chucri Director 2 0 X 0 0 0 Jack Crawford Chair 5 7 X X 0 0 0 Tommy Cvitanovich Director 2 0 X 0 0 0 Jeff Davis Treasurer 5 7 X X 0 0 0 Lorna Donatone Director 2 5 X 0 0 0 George Ebinger Director 2 0 X 0 0 0 Joe Essa Director 2 0 X 0 0 0 Atour Eyvazian Director 2 0 X 0 0 0 Don Fox Director 2 0 X 0 0 0 Philip Friedman Director 2 0 X 0 0 0 David Goronkin Director 2 0 X 0 0 0 Trey Hester Director 2 0 X 0 0 0 Michael Hickey Director 2 5 X 0 0 0 Geoff Hill Director 2 2 X 0 0 0 Steve Hilton Director 2 0 X 0 0 0 Jim Hopper Director 2 0 X 0 0 0 Maureen Hurley Director 2 0 X 0 0 0 Lisa Ingram Director 2 0 X 0 0 0 Richie Jackson Director 2 0 X 0 0 0 Anthony Joseph Director 2 0 X 0 0 0 Joe Kadow Vice Chair 5 7 X X 0 0 0 Bill Kohl Director 2 0 X 0 0 0 Victor Lim Director 2 0 X 0 0 0 Jeff Lobdell Director 2 0 X 0 0 0 Ivan Matsunaga Director 2 0 X 0 0 0 Jeffrey 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 Michael Osborn Director 2 0 X 0 0 0 Ed Pfannmuller Director 2 0 X 0 0 0 Frank Puleo Director 2 2 X 0 0 0 Mike Rastrelli Director 2 0 X 0 0 0 Scott Redler Director 2 0 X 0 0 0 Craig Reed Director 2 0 X 0 0 0 Melvin Rodrigue Director 2 0 X 0 0 0 Rick Roman Director 2 0 X 0 0 0 Casey Ryan Director 2 0 X 0 0 0 Tim Ryan Director 2 2 X 0 0 0 Chris Savvides Director 2 0 X 0 0 0 Mary Schell Director 2 0 X 0 0 0 Kevin Settles Director 2 0 X 0 0 0 Billy Sewell Director 2 2 X 0 0 0 Bahjat Shariff Director 2 0 X 0 0 0 Carl Sobocinski Director 2 0 X 0 0 0 Bret Stewart Director 2 0 X 0 0 0 Jay Stieber Director 2 0 X 0 0 0 Wes Stouder 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 Miguel Fernandez Director 2 0 X 0 0 0 Dewey Guida Director 2.00 0 X 0 0 0 Geoffrey D Hetrick Director 2 0 X 0 0 0 Lyndon Johnson Director 2.00 0 X 0 0 0 Karen Luey Director 2.00 0 X 0 0 0 Lisa McEuen Director 2.00 0 X 0 0 0 David E Stockman Director 2.00 0 X 0 0 0 Alfred L Thimm Director 2.00 0 X 0 0 0 Dawn M Sweeney President and CEO 40 0 X 2323701 0 1164552 Marvin Franklin Irby CFO 40 0 X 643326 0 268010 Barbara A Polk CAO and SVP, Human Resources 40 0 X 293767 0 126112 Edward Beck Chief Information Officer and SVP of Technology 40 0 X 280739 0 115247 Cicely Simpson EVP, Government Affairs & Policy, Policy & Government Affairs 40 0 X 247066 0 114320 Robert Alan Gifford EVP, Strategy Operations& Philanthropy 10 30 X 495445 0 195301 Mary Pat Heftman EVP, Convention and Strategic Alliances 40 0 X 471911 0 176836 Sherman L Brown SVP, ServSafe Business &Financial Strategy 40 0 X 348547 0 122565 David Matthews SVP, General Counsel 40 0 X 343370 0 135253 Phillip M Kafarakis Chief Innovation and Member Advancement Officer 40 0 X 386791 0 82091 John Scott DeFife Executive VP, Policy and Government Affairs 0.00 0 X 496385 0 5354 Jeffrey G Calore SVP, Strategic Alliances 40 0 X 328212 0 53684 Hudson Riehle Senior Vice President Research and Knowledge 40 0 X 310034 0 81884 Susan H Robusto SVP, Public Affairs and Communications 40 0 X 294222 0 73171 Angelo Amador VP, Labor and Workforce Policy 40 0 X 264284 0 50062 Marshall Conrad Voting Immediate Past Chair 2 0 X 0 0 0 7527800 0 2764442 120 1 1 0 RR Donnelley -Chicago P O Box 93514 Chicago IL 60673 Warehouse Services 1380657 GES- Chicago P O Box 96174 Chicago IL 60693 Exposition Services 1960534 United Parcel Service Lockbox 577 Carol Stream IL 60132 Shipping Services 1111089 ASGK Public Strategies LLC 730 N Franklin Street Suite 450 Chicago IL 60654 Consulting 505825 ABS Graphics Inc 900 North Rowling Rd Itasca IL 60143 Consulting 475068 66 0 0 433940 0 0 2793277 0 3227217 Annual Trade Show 541900 25140559 25140559 0 0 Conference & Seminars 813910 723783 723783 0 0 SRA License Revenue 813910 226250 0 0 226250 Membership Dues 813910 3569882 3569882 0 0 Sponsorships 813910 25000 0 25000 0 0 0 0 0 29685474 807766 0 0 807766 0 0 0 0 5813948 0 1234193 4579755 484770 0 349095 0 135675 0 135675 0 42184 93491 11654865 0 11038602 0 616263 0 616263 0 0 616263 181200 433940 194029 -12829 0 -12829 47668670 3323587 44345083 44345083 0 0 0 84618597 73779307 1301377 6310696 986825 0 0 0 5227209 0 19789824 1276445 6942832 2075299 0 1111361 113056 1569370 0 182131 5606195 1024009 4682699 1253284 3997292 1868616 2423082 0 7913520 237443 0 4925909 288903 Taxes 388412 State Restaurant Association Payments 9653375 Bad Debts 195789 83732880 0 0 0 4874228 7245620 3485712 4963234 740268 397839 2035506 2198553 58473124 17971853 41201456 40501271 24650357 23937513 1510107 1009082 78497634 80253112 13162536 13945468 9414077 12274944 9968540 8968540 809995 1023218 33355148 36212170 X 42613805 41607739 2528681 2433203 0 0 45142486 44040942 78497634 80253112 885717 -1987261 0 0 0 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 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 10036613 129500 249595 206472 0 155839 10053397 0 0.76 0.24 0 1 1 0 0 0 0 30707670 2231441 28476229 0 1919907 1565944 353963 0 25845547 14174468 11671079 0 0 0 0 40501271 Interest rate swap 138415 Deferred Rent 884803 1023218 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 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 recognized 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 (UBIT). 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, 2015 and 2014. 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 2012. Marriott Golf Classic 615140 433940 181200 0 0 136930 48002 6472 2625 0 0 615140 433940 181200 0 0 136930 48002 6472 2625 194029 -12829 1 Alzheimer's Association 3701 Pender Drive Suite 400 Fairfax VA 22030 521196162 501C(3) 10000 0 FMV No Sponsorship Miriam's Kitchen 2401 Virginia Ave NW Washington DC 20037 521331552 501C(3) 10000 0 FMV No General Support Mount Vernon Ladies' Association 1250 Eye Street NW Suite 400 Washington DC 20005 540564701 501C(3) 10000 0 FMV No General Support National Environmental Health Association 720 S Colorado Blvd Suite 1000-N Denver CO 80246 840469910 501C(3) 7000 0 FMV No Sponsorship State Legislative Leaders Foundation 1645 Falmouth Road Bldg D Centerville MA 02632 237148478 501C(3) 50000 0 FMV No Sponsorship The Culinary Institute of America 1946 Campus Drive Hyde Park NY 12538 060653264 501C(3) 10000 0 FMV No Sponsorship Congressional Hispanic Caucus Institute Inc 1128 16th Street NW Washington DC 20036 521114225 501C(3) 10000 0 FMV No public policy conference National Capitol Area Council 9190 Rockville Pike Bethesda MD 20814 530204610 501C(3) 10000 0 FMV No Sponsorship National Conf State Legislatures 7700 East First Place Denver CO 80230 742232576 501C(3) 12500 0 FMV No Sponsorship The American Ireland Funds 211 Congress Street Boston MA 02110 251306992 501C(3) 10000 0 FMV No Sponsorship The Bryce Harlow Foundation 1701 Pennsylvania Ave NW Suite 400 Washington DC 20006 521266620 501C(3) 10000 0 FMV No Sponsorship 12 0 Schedule I, Part I, Line 2 For restricted grants, the NRA requires grantees to submit detailed product status reports, as specified in each grant agreement. X X X X 1 1 X X X X X 1 1 0 Dawn M Sweeney President and CEO 1296167 0 979568 0 47965 0 1140205 0 24347 0 3488252 0 950262 0 Marvin Franklin Irby CFO 450811 0 190939 0 1576 0 243940 0 24071 0 911337 0 190939 0 Barbara A Polk CAO and SVP, Human Resources 265615 0 27200 0 952 0 109069 0 17042 0 419878 0 0 0 Edward Beck Chief Information Officer and SVP of Technology 251287 0 28428 0 1024 0 35350 0 31942 0 348031 0 28428 0 Cicely Simpson EVP, Government Affairs & Policy, Policy & Government Affairs 246635 0 0 0 431 0 110000 0 4320 0 361386 0 0 0 Robert Alan Gifford EVP, Strategy Operations& Philanthropy 369884 0 123985 0 1576 0 163636 0 31665 0 690746 0 61992 61992 Mary Pat Heftman EVP, Convention and Strategic Alliances 326531 0 143803 0 1576 0 160789 0 16047 0 648746 0 143803 0 Sherman L Brown SVP, ServSafe Business &Financial Strategy 288769 0 58750 0 1028 0 90900 0 31665 0 471112 0 34831 0 David Matthews SVP, General Counsel 294989 0 43000 0 5381 0 119206 0 16047 0 478623 0 43000 0 Phillip M Kafarakis Chief Innovation and Member Advancement Officer 318219 0 65625 0 2947 0 65900 0 16191 0 468882 0 65625 0 John Scott DeFife Executive VP, Policy and Government Affairs 157497 0 67862 0 271026 0 5354 0 0 0 501739 0 67862 0 Jeffrey G Calore SVP, Strategic Alliances 234876 0 91853 0 1483 0 22285 0 31400 0 381897 0 0 0 Hudson Riehle Senior Vice President Research and Knowledge 271870 0 33640 0 4524 0 50219 0 31665 0 391918 0 33640 0 Susan H Robusto SVP, Public Affairs and Communications 263704 0 29833 0 685 0 41506 0 31665 0 367393 0 29833 0 Angelo Amador VP, Labor and Workforce Policy 240532 0 22761 0 991 0 35143 0 0 0 299427 0 22121 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 for a business standpoint for 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 EVP, Policy and Government Affairs received severance pay in 2015. John Scott DeFife received a severance during the year in the amount of $270,675.45 Peter Kilgore Former Officer 137500 Legal Consultant 0 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 4 The mission statement was updated during the year. See Part III number 1 for the new mission statement. The number of Board of Directors was reduced from 120 to be no more than 75 nor less than 70. Form 990, Part VI, Section A, Line 6 The National Restaurant Association is organized as an association 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 NRA 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 Finance Committee, and the Chairman of the Audit Committee of the Board. The 2015 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; or (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 persons in functionally comparable positions at similarly situated organizations. Contemporaneous documentation of these decisions regarding the compensation arrangement are kept on file. This process was undertaken in 2015 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 78615614 9075555 National Restaurant Association 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 11a, 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 National Restaurant Association Services LLC 175 W Jackson Blvd Suite 1500 Chicago IL 60604 273152775 Marketing services IL National Restaurant Association C -86500 33623 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 133274 FMV National Restaurant Association Military Foundation b 75000 FMV National Restaurant Association Educational Foundation l 1122000 Agreement National Restaurant Association Military Foundation l 75000 Agreement National Restaurant Association Educational Foundation q 2261733 FMV National Restaurant Association Military Foundation q 57689 FMV National Restaurant Association Educational Foundation r 3997292 Contract