2015-11-13T10:28:44-07:00 2014-12-31 990 2014-01-01 361525480 National Restaurant Association NATI 2023315900 2055 L Street NW Suite 700 Washington DC 200364957 MARVIN IRBY CFO 3127156757 2015-07-21 2014 2016-03-07 17:11:31Z Dawn M Sweeney 2055 L Street NW Suite 700 Washington DC 20036 103938644 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. 71 71 226 71 1374727 0 3220171 2827054 28797824 28187893 1067055 1627512 38213795 47264846 71298845 79907305 846781 1328925 0 0 30666231 33531969 0 0 0 39480491 45006509 70993503 79867403 305342 39902 78280246 78497634 32828319 33355186 45451927 45142448 To lead America's restaurant industry into a new era of prosperity, prominence, and participation, enhancing the quality of life for all we serve. 0 0 Food safety training and other educational programs include ServSafe, which is the industry standard for training employees in safe food handling. During 2014, NRA tested 632,963 foodservice managers in ServSafe programs and issued a total of 485,316 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 2014 National Restaurant Association Show attracted 63,876 attendees from all over the United States and 30 different countries, covering 612,570 square feet, representing 2,170 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 0 0 0 0 0 0 0 1 1 1 1 0 1 123 0 1 226 1 1 1 0 0 0 1 1 0 X 71 71 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 IL X Caelie Skalniak 3127156765 175 West Jackson Blvd Suite 1500 Chicago IL 606042814 Ken Conrad Chair 5 4 X X 0 0 0 John Crawford Vice Chair 5 2 X X 0 0 0 Joseph Kadow Treasurer 5 2 X X 0 0 0 Susan Adzick Director 2 0 X 0 0 0 Louis Basile Director 2 0 X 0 0 0 Maribeth Bisienere Director 2 0 X 0 0 0 Tom Boucher Director 2 0 X 0 0 0 Glenn Brady Director 2 0 X 0 0 0 Richard Brennan Director 2 0 X 0 0 0 John Campbell Director 2 0 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 Tommy Cvitanovich Director 2 0 X 0 0 0 Jeffery Davis Director 2 2 X 0 0 0 Lorna Donatone Director 2 5 X 0 0 0 George Ebinger Director 2 0 X 0 0 0 Joseph Essa Director 2 0 X 0 0 0 Atour Eyvazian Director 2 0 X 0 0 0 Sam Facchini Director 2 2 X 0 0 0 Don Fox Director 2 0 X 0 0 0 Philip Friedman Director 2 0 X 0 0 0 Susan Gambardella Director 2 0 X 0 0 0 David Goronkin Director 2 0 X 0 0 0 Dewey Guida Director 2 0 X 0 0 0 Des Hague Director 2 0 X 0 0 0 Thomas Hester Director 2 0 X 0 0 0 Geoff Hetrick Director 2 0 X 0 0 0 Michael Hickey Director 2 5 X 0 0 0 Geoff Hill Director 2 0 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 Elizabeth Ingram Director 2 0 X 0 0 0 Richie Jackson Director 2 0 X 0 0 0 Lyndon Johnson Director 2 0 X 0 0 0 Richard Joseph Director 2 0 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 Karen Luey Director 2 0 X 0 0 0 Ivan Matsunaga Director 2 0 X 0 0 0 Bob Mcadam Director 2 2 X 0 0 0 Lisa Mceuen Director 2 0 X 0 0 0 Matt Mcmahon Director 2 0 X 0 0 0 Peter Meersman Director 2 2 X 0 0 0 Jeffrey Messinger Director 2 0 X 0 0 0 John Jr Metz Director 2 0 X 0 0 0 Brian Moore Director 2 0 X 0 0 0 Chris O'Herlihy 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 Richard Roman 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 Kevin Settles Director 2 0 X 0 0 0 Billy Sewell Director 2 0 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 David Stockman 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 Fred Thimm Director 2 0 X 0 0 0 Clarice Turner Director 2 0 X 0 0 0 Kelli Valade Director 2 0 X 0 0 0 Robert Wong Director 2 2 X 0 0 0 Dawn M Sweeney President and CEO 40 0 X 2895890 0 989310 Marvin Franklin Irby CAO and CFO 40 0 X 588489 0 232782 John Scott DeFife Executive VP, Policy and Government Affairs 40 0 X 635973 0 79818 Robert Alan Gifford EVP, Strategy Operations and Philanthropy 20 20 X 471172 0 61959 Mary Pat Heftman EVP, Convention and Strategic Alliances 40 0 X 447625 0 182273 David Matthews SVP, General Counsel 40 0 X 324931 0 75368 Sherman L Brown SVP, ServSafe Business and Financial Strategy 40 0 X 274248 0 80935 Phillip M Kafarakis Chief Innovation and Member Advancement Officer 40 0 X 327614 0 0 Edward Beck Chief Information Officer and SVP of Technology 40 0 X 257987 0 63487 Dawn Marie Cacciotti SVP, Human Resources 40 0 X 185089 0 11215 James Balda SVP, Innovation and Business Development 40 0 X 366997 0 43675 Susan H Robusto SVP, Public Affairs and Communications 40 0 X 273397 0 75909 Hudson Riehle Senior Vice President Research and Knowledge 40 0 X 281992 0 79736 Angelo Amador VP, Labor and Workforce Policy 40 0 X 237119 0 29130 Joan Rector McGlockton VP, Industry Affairs and Food Policy 40 0 X 238667 0 65984 7807190 0 2071581 103 0 1 0 RR Donnelley -Chicago P O Box 93514 Chicago IL 60673 Warehouse Services 1889787 GES- Chicago P O Box 96174 Chicago IL 60693 Exposition Services 1219566 United Parcel Service Lockbox 577 Carol Stream IL 60132 Shipping Services 1008695 ASGK Public Strategies LLC 730 N Franklin Street Suite 450 Chicago IL 60654 Consulting 510160 Electronic Knowledge Interchange 33 West Monroe Suite 1050 Chicago IL 60603 IT Services 489503 57 0 0 335000 0 0 2492054 0 2827054 Annual Trade Show 541900 23949696 23949696 0 0 Conference & Seminars 813910 406819 406819 0 0 SRA License revenue 813910 287620 0 0 287620 Membership Dues 813910 3543758 3543758 0 0 0 0 0 0 28187893 814351 0 0 814351 0 0 0 0 4784490 0 1362685 3421805 386309 0 350856 0 35453 0 35453 0 12042 23411 20161601 331793 19244944 435289 916657 -103496 813161 0 0 813161 250920 335000 196019 54901 0 54901 46194233 3804231 42390002 42390002 0 0 0 79907305 70290275 1374727 5415249 1328925 6651233 17162392 1269513 6505309 1943522 639810 111689 1136568 189211 5394600 1083870 4198034 1248289 3885645 1808508 2122857 7508109 259771 4418035 278114 Bank, credit card fees, taxes 765037 SRA Incentives 9143396 Bad Debts 814966 79867403 0 0 0 4531102 4874228 4277594 3485712 373677 740268 1444667 2035506 54049598 12848142 42727683 41201456 23614601 24650357 1310922 1510107 78280246 78497634 11516004 13162574 8574169 9414077 11529130 9968540 1209016 809995 32828319 33355186 X 42483711 42613767 2968216 2528681 0 0 45451927 45142448 78280246 78497634 39902 -349381 0 0 0 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 12159683 206700 482932 307500 0 102391 12439424 10753556 545791 1177908 147500 0 170072 12159683 10053397 128500 925817 197945 0 156213 10753556 10036613 129500 249595 206472 0 155839 10053397 8756482 138375 1211374 69618 0 135883 9900730 0 0.71 0.29 0 1 1 0 0 0 0 30545820 1460896 29084924 0 1791851 1363802 428049 0 21711927 10023444 11688483 0 0 0 0 41201456 Interest-rate swap agreement 85824 Deferred rent liability and other leasing obligation 724171 809995 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 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 (UBIT). For the reporting periods presented in these consolidated financial statements, there were no unrecognized tax benefits identified or recorded as liabilities. Liabilities for unrelated business income taxes were $0 and $15,676 at December 31, 2014 and 2013, respectively. Marriott Golf Classic 585920 335000 250920 0 0 189210 3362 598 2850 0 0 585920 335000 250920 0 0 189210 3362 598 2850 196020 54900 1 National Restaurant Association Educational Foundation 2055 L Street NW Suite 702 Washington DC 20036 366103388 501(c)(3) 175431 0 FMV No Contribution National Restaurant Association Military Foundation 2055 W Street NW Suite 700 Washington DC 20036 320376712 501(c)(3) 75000 0 FMV No Contribution Americans for Limited Government Foundation 10332 Mint Street Fairfax VA 22031 522020468 501(c)(3) 75000 0 FMV No Contribution American Action Forum 1747 Pennsylvania Ave NW 5th Floor Washington DC 20006 270567765 501(c)(3) 50000 0 FMV No General Spport Womens Foodservice Forum 6750 LBJ Freeway Dallas TX 75240 364349795 501(c)(3) 22000 0 FMV No Leadership development NCSL Foundation for State Legislatures 7700 East First Place Denver CO 80230 742232576 501(c)(3) 12500 0 FMV No Sponsorship Ovarian Cancer National Alliance 901 E Street NW Suite 405 Washington DC 20004 311581756 501(c)(3) 10000 0 FMV No Sponsorship Alzheimers Association 3701 Pender Drive Suite 400 Fairfax VA 22030 521196162 501(c)(3) 10000 0 FMV No Scholarship Human Rights Campaign Foundation 1640 Rhode Island Ave NW Washington DC 20036 521481889 501(c)(3) 10000 0 FMV No Sponsorship The Culinary Institute of America 1946 Campus Drive Hyde Park NY 12538 060653264 501(c)(3) 10000 0 FMV No Sponsorship Miriam's Kitchen 2401 Virginia Ave NW Washington DC 20037 521331552 501(c)(3) 10000 0 FMV No Sponsorship Mount Vernon Ladies Association 1250 Eye Street NW Suite 400 Washington DC 20005 540564701 501(c)(3) 10000 0 FMV No Sponsorship State Legislative Leaders Foundation 1645 Falmouth Road Bldg D Centerville MA 02632 237148478 501(c)(3) 10000 0 FMV No Annual advisory council support Bryce Harlow Foundation 1701 Pennsylvania Ave NW Suite 400 Washington DC 20006 521266620 501(c)(3) 7500 0 FMV No Contribution National Environmental Health Assoc 720 S Colorado Blvd Suite 1000-N Denver CO 80246 840469910 501(c)(3) 7000 0 FMV No Educational Sponsorships 15 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 1 1 X X X X X 0 1 0 Dawn M Sweeney President and CEO 1079925 0 1765448 0 50517 0 965862 0 23448 0 3885200 0 432768 0 Marvin Franklin Irby CAO and CFO 417692 0 169280 0 1518 0 211476 0 21306 0 821272 0 169280 0 John Scott DeFife Executive VP, Policy and Government Affairs 460065 0 174390 0 1518 0 87101 0 0 0 723074 0 174390 0 Robert Alan Gifford EVP, Strategy Operations and Philanthropy 345738 0 61959 0 1518 0 77592 61959 26936 0 513743 61959 61958 0 Mary Pat Heftman EVP, Convention and Strategic Alliances 302916 0 143191 0 1518 0 163956 0 23170 0 634751 0 140892 0 David Matthews SVP, General Counsel 275732 0 43032 0 6166 0 58600 0 17306 0 400836 0 43032 0 Sherman L Brown SVP, ServSafe Business and Financial Strategy 235389 0 37911 0 949 0 50431 0 30505 0 355185 0 0 0 Phillip M Kafarakis Chief Innovation and Member Advancement Officer 292692 0 32084 0 2838 0 74971 0 30813 0 433398 0 0 0 Edward Beck Chief Information Officer and SVP of Technology 234883 0 22137 0 967 0 34090 0 30813 0 322890 0 22137 0 Dawn Marie Cacciotti SVP, Human Resources 151677 0 32562 0 850 0 11054 0 4981 0 201124 0 22700 0 James Balda SVP, Innovation and Business Development 262554 0 103783 0 660 0 15612 0 30485 0 413094 0 97586 0 Susan H Robusto SVP, Public Affairs and Communications 246489 0 26248 0 660 0 45433 0 30476 0 349306 0 26248 0 Hudson Riehle Senior Vice President Research and Knowledge 254835 0 22800 0 4356 0 49240 0 30496 0 361727 0 22800 0 Angelo Amador VP, Labor and Workforce Policy 218994 0 17225 0 900 0 36294 0 0 0 273413 0 16187 0 Joan Rector McGlockton VP, Industry Affairs and Food Policy 218252 0 17838 0 2578 0 35222 0 30762 0 304652 0 16178 0 Schedule J, Part I, Line 1a The CEO is authorized to maintain two memberships in private clubs in Washington for her duties for Association. The Executive VP of Policy and Governmental Affairs also maintains a membership for business purposes. The CEO may fly first class for flights exceeding three hours when business class is unavailable. Schedule J, Part I, Line 4 The CEO participates in a 457f plan. Form 990, Part VI, Section A, Line 6 The NRA 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 Association's governing body consists of 71 individual members. 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 Comittee of the Board. The 2014 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 interests 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 discussions 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 NRA 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 is engaged to review compensation data with comparable organizations. This process was undertaken in 2014 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 6104(d). National Restaurant Association Solutions LLC 175 W Jackson Blvd Suite 1500 Chicago IL 60604 204495726 Creation, production and sale of training materials IL 75126525 18150607 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 -1339 27132 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 175431 FMV National Restaurant Association Military Foundation b 75000 FMV National Restaurant Association Educational Foundation l 1020000 Agreement National Restaurant Association Military Foundation l 75000 Agreement National Restaurant Association Educational Foundation q 2179632 FMV National Restaurant Association Military Foundation q 57695 FMV National Restaurant Association Educational Foundation r 3885645 Contract