2015-10-28T08:31:48-05:00 2014-12-31 560747981 DIXON HUGHES GOODMAN LLP 1410 SPRING HILL ROAD STE 500 TYSONS VA 221023056 990 2014-01-01 042395151 RETAIL INDUSTRY LEADERS ASSOCIATION INC RETA 7038412300 1700 NORTH MOORE STREET NO 2250 ARLINGTON VA 222091998 SANDRA KENNEDY PRESIDENT 7038412300 2015-10-08 1 DAVID L JOHNSON P00188102 7039700400 2014 2016-02-25 16:41:14Z SANDRA KENNEDY 1700 NORTH MOORE STREET NO 2250 ARLINGTON VA 222091998 21162721 0 X WWW.RILA.ORG X 1969 NY THE RETAIL INDUSTRY LEADERS ASSOCIATION'S MISSION IS TO PROMOTE CONSUMER CHOICE AND ECONOMIC FREEDOM THROUGH PUBLIC POLICY AND INDUSTRY OPERATIONAL EXCELLENCE. 21 20 60 0 0 0 0 0 19266806 20340578 93430 179026 0 0 19360236 20519604 1319087 533980 0 0 6937228 7075690 0 0 0 11169330 12257174 19425645 19866844 -65409 652760 6612169 7217966 9390599 9327479 -2778430 -2109513 THE RETAIL INDUSTRY LEADERS ASSOCIATION'S MISSION IS TO PROMOTE CONSUMER CHOICE AND ECONOMIC FREEDOM THROUGH PUBLIC POLICY AND INDUSTRY OPERATIONAL EXCELLENCE. 0 0 THE RETAIL INDUSTRY LEADERS ASSOCIATION (RILA) OFFERS VARIOUS EDUCATIONAL PROGRAMS DEVOTED TO SPECIFIC DISCIPLINES IN THE RETAIL INDUSTRY THAT ADDRESS CUTTING-EDGE ISSUES OF CURRENT CONCERN TO ITS MEMBERS. THESE EDUCATIONAL PROGRAMS PROVIDE AN EFFECTIVE FORUM FOR MEMBERS TO LEARN FROM INDUSTRY EXPERTS, OBTAIN UP TO THE MINUTE RILA RESEARCH, AND TO INTERACT WITH THEIR PEERS. SOME OF THE AREAS ADDRESSED INCLUDE LOGISTICS, LEADERSHIP, SAFETY AND LOSS PREVENTION. THESE CONFERENCES PROVIDED OVER 2,500 ATTENDEES WITH A BLEND OF OVER 100 EDUCATIONAL SESSIONS, PROMINENT SPEAKERS, AND EXHIBITS. RILA PROMOTES THE INTERESTS OF RETAILERS AT ALL LEVELS OF GOVERNMENT. THE GOVERNMENT RELATIONS STAFF AT RILA, TOGETHER WITH RETAIL AND SUPPLIER MEMBERS, IDENTIFY KEY ISSUES THAT IMPACT BUSINESS AND WORK TO ENSURE THAT PUBLIC POLICY, AT BOTH THE FEDERAL AND STATE LEVEL, FOSTER A SUCCESSFUL AND PROFITABLE BUSINESS ENVIRONMENT. THE ASSOCIATION OFFERED FOUR LEADERS COUNCILS AND THIRTEEN SPECIALTY COMMITTEES THAT ADDRESS SPECIFIC, CRITICAL DISCIPLINES IN THE INDUSTRY. THESE COUNCILS AND COMMITTEES SERVE AS A UNIQUE FORUM FOR MEMBERS TO DISCUSS THE LATEST INNOVATION IN THE RETAIL INDUSTRY AND TO WORK TOGETHER TO IMPROVE THEIR BUSINESSES AS WELL AS THE INDUSTRY AS A WHOLE. SOME OF THE AREAS ADDRESSED INCLUDE SUPPLY CHAIN, DATA SECURITY, CUSTOMS, TAX AND INTERNATIONAL TRADE. 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 54 0 1 60 1 0 0 0 0 0 0 X 21 20 1 0 0 0 1 1 1 1 1 0 0 0 0 1 1 1 1 0 X THE ASSOCIATION 7038412300 1700 NORTH MOORE STREET NO 2250 ARLINGTON VA 222091998 GREGG STEINHAFEL IMMEDIATE PAST CHAIRMAN 0.50 X X 0 0 0 RICHARD DREILING CHAIRMAN 2.00 X X 0 0 0 GREGORY WASSON VICE CHAIRMAN 1.50 X X 0 0 0 WILLIAM RHODES SECOND VICE CHAIRMAN 1.50 X X 0 0 0 ERIC WISEMAN TREASURER 1.50 X X 0 0 0 ROBERT NIBLOCK SECRETARY 1.50 X 0 0 0 FRANCIS BLAKE MEMBER 0.50 X 0 0 0 RONALD BOIRE MEMBER 0.50 X 0 0 0 JOSEPH DEPINTO MEMBER 0.50 X 0 0 0 ALAN HOSKINS MEMBER 0.50 X 0 0 0 HUBERT JOLY MEMBER 0.50 X 0 0 0 KAREN LOWE MEMBER 0.50 X 0 0 0 JAMES MYERS MEMBER 0.50 X 0 0 0 MADISON RILEY MEMBER 0.50 X 0 0 0 WALTER ROBB MEMBER 0.50 X 0 0 0 DAVID STEINER MEMBER 0.50 X 0 0 0 TODD TILLEMANS MEMBER 0.50 X 0 0 0 MYRON ULLMAN MEMBER 0.50 X 0 0 0 GLEN WALTER MEMBER (THROUGH 5/14) 0.50 X 0 0 0 EUGENE SCALIA COUNSEL TO THE BOARD 0.50 X 0 0 0 SANDRA KENNEDY PRESIDENT 40.00 X X 809385 0 23844 WILLIAM SIMON MEMBER (THROUGH 8/14) 0.50 X 0 0 0 PAUL MULLIGAN MEMBER 0.50 X 0 0 0 GREG SANDFORT MEMBER 0.50 X 0 0 0 KEN HICKS MEMBER 0.50 X 0 0 0 JKEEHAN EVP, MEMBER SERVICES 40.00 X 271392 0 29260 D WHITE EVP, GENERAL COUNSEL 40.00 X 347483 0 15995 B DODGE SVP, COMMUNICATIONS & STAT 40.00 X 282316 0 23313 A GUARISCO EVP, PUBLIC AFFAIRS 40.00 X 328950 0 504 JRINZEL VP, STATE GOV'T AFFAIRS 40.00 X 248848 0 17764 BHUGHES SVP, GOVERNMENT AFFAIRS 40.00 X 241461 0 624 SSQUIER SVP, MEMBERSHIP & MARKETING 40.00 X 204971 0 26881 JBREWER VP, COMMUNICATIONS & ADVOCACY 40.00 X 203391 0 12694 GTAYLOR VP, BUSINESS DEVELOPMENT 40.00 X 263961 0 22324 3202158 0 173203 20 0 1 0 DEMOCRACY DATA & COMMUNICATIONS LLC 805 15TH STREET NW SUITE 300 WASHINGTON DC 20005 STRATEGIC CONSULTING 3200601 CENTER PLATE 111 WEST HARBOR DRIVE SAN DIEGO CA 92101 CONVENTION SERVICES 293417 CEDAR LAKE PRODUCTIONS 25434 CEDAR LANE NEW PRAGUE MN 56071 CONVENTION SERVICES 251204 FP1 STRATEGIES LLC PO BOX 16504 ALEXANDRIA VA 22302 CONSULTING 230489 PROTIVITI PO BOX 825 WINCHESTER VA 22604 CONSULTING 225420 20 MEMBERSHIP DUES 900099 11586181 11586181 EDUCATIONAL PROGRAMS 900099 6884975 6884975 SPECIAL PROJECTS 900099 1264504 1264504 LEADERS COUNCILS/COMMITTEES 900099 405259 405259 RETAIL SUSTAINABILITY INITIATIVE 900099 71354 71354 128305 128305 20340578 103451 103451 718692 643117 75575 75575 75575 20519604 20340578 0 179026 X 533980 2101086 4349912 67214 213179 344299 92963 319847 230143 1157533 30555 5104574 101618 394946 546227 578263 427653 2329635 223003 52854 MEMBERSHIP DUES 465609 SUBSCRIPTIONS & PUBLICA 120046 ALL OTHER EXPENSES 44684 STAFF TRAINING 32453 4568 19866844 1134288 1177274 282339 241822 329415 466533 290554 599553 634102 1850901 1360457 481004 490444 3689077 3813239 27087 32095 69406 71903 6612169 7217966 1322223 1588008 7870692 7497391 197684 242080 9390599 9327479 X -2778430 -2109513 -2778430 -2109513 6612169 7217966 652760 16157 0 X X 0 1 X 1 0 95000 95000 95000 1 DEMOCRATIC LEGISLATIVE CAMPAIGN COMMITTEE 1401 K STREET NW STE 200 WASHINGTON DC 20005 521304889 12000 REPUBLICAN GOVERNORS ASSOCIATION 1747 PENNSYLVANIA AVENUE NW STE 25 WASHINGTON DC 20006 113655877 10000 FRIENDS OF MICHAEL J MADIGAN PO BOX 3188 CHICAGO IL 60654 363418024 1000 DEMOCRATIC GOVERNORS ASSOCIATION 1401 K STREET NW STE 200 WASHINGTON DC 20005 521340889 10000 DEMOCRATIC ATTORNEYS GENERAL ASSOCIATION 1580 LINCOLN SUITE 1125 DENVER CO 80203 134220019 25000 REPUBLICAN STATE LEADERSHIP COMMITTEE 1201 F STREET NW SUITE 675 WASHINGTON DC 20004 050532524 12000 REPUBLICAN ATTORNEY GENERALS ASSOCIATION PO BOX 7816 WASHINGTON DC 20044 464501717 25000 0 0 0 11465245 3687536 4419565 8107101 7219969 887132 FORM 990, SCHEDULE C, PART I-A, LINE 1 RILA FOCUSES ON PRIORITIES THAT POLICYMAKERS CAN ADVANCE TO EMPOWER RETAILERS TO CONTINUE TO INVEST IN THEIR LOCAL COMMUNITIES AND CREATE JOBS. 992273 809199 183074 858628 551258 307370 490444 DEFERRED RENT 190297 DEFERRED COMPENSATION 51783 242080 X 20535761 16157 16157 20519604 0 20519604 19866844 0 19866844 0 19866844 PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES AS A NONPROFIT CORPORATION UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE (IRC), EXCEPT FOR ANY UNRELATED BUSINESS INCOME TAXES. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED FOR IN THE FINANCIAL STATEMENTS. THE ASSOCIATION HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF DECEMBER 31, 2014 OR 2013. 1 60-PLUS ASSOCIATION INC 515 KING STREET SUITE 315 ALEXANDRIA VA 22314 541564919 501(C)(4) 25000 GENERAL SUPPORT AMERICAN FAMILY VOICES 1250 EYE STREET NW SUITE 250 WASHINGTON DC 20005 522257357 501(C)(4) 140000 GENERAL SUPPORT AMERICAN CONSERVATIVE UNION 1331 H STREET NW STE 500 WASHINGTON DC 20005 520810813 501(C)(4) 25000 GENERAL SUPPORT AMERICAN MAJORITY INC PO BOX 87 PURCELLVILLE VA 20134 261501154 501(C)(3) 50000 GENERAL SUPPORT PHOENIX CENTER FOR ADVANCED LEGAL AND ECONOMIC PUBLIC POLICY STUDIES 5335 WISCONSIN AVENUE NW SUITE 440 WASHINGTON DC 20015 522079266 501(C)(3) 30000 GENERAL SUPPORT LET FREEDOM RING INC 603 FAIRWAY DRIVE WEST CHESTER PA 19382 061719990 501(C)(4) 25000 GENERAL SUPPORT NATIONAL CONFERENCE FOUNDATION STATE LEGISLATURES 7700 EAST FIRST PLACE DENVER CO 80230 840772595 501(C)(3) 7500 GENERAL SUPPORT STUDENTS IN FREE ENTERPRISE (ENACTUS) 1959 EAST KERR STREET SPRINGFIELD MO 65803 742148471 501(C)(3) 6000 STUDENT SCHOLARSHIPS AMERICANS FOR LIMITED GOVERNMENT 10332 MAIN STREET SUITE 326 FAIRFAX VA 22030 363975580 501(C)(4) 30000 GENERAL SUPPORT GLOBAL WORKS FOUNDATION 888 17TH NW WASHINGTON DC 20006 205170835 501(C)(3) 10000 GENERAL SUPPORT US CHAMBER OF COMMERCE 1615 H STREET NW WASHINGTON DC 20062 530045720 501(C)(3) 7500 GENERAL SUPPORT THE RIPON SOCIETY 1155 15TH STREET NW SUITE 550 WASHINGTON DC 20005 042370356 501(C)(4) 15000 GENERAL SUPPORT STATE LEGISLATIVE LEADERS FOUNDATION 1645 FALMOUTH ROAD BLDG D CENTERVILLE MA 02632 237148478 501(C)(3) 15000 GENERAL SUPPORT NATIONAL CONFERENCE OF STATE LEGISLATURES 7700 EAST FIRST PLACE DENVER CO 80230 840772595 501(C)(3) 5000 GENERAL SUPPORT PART I, LINE 2: GENERAL SUPPORT CONTRIBUTIONS TO RECOGNIZED 501(C)(3) AND 501(C)(6) ORGANIZATIONS ARE NOT SUBJECT TO MONITORING. X X X 0 1 X 0 0 0 SANDRA KENNEDY PRESIDENT 541369 0 267500 0 516 0 8450 0 15394 0 833229 0 0 0 JKEEHAN EVP, MEMBER SERVICES 246116 0 25000 0 276 0 8450 0 20810 0 300652 0 0 0 D WHITE EVP, GENERAL COUNSEL 307207 0 40000 0 276 0 8450 0 7545 0 363478 0 0 0 B DODGE SVP, COMMUNICATIONS & STAT 232208 0 50000 0 108 0 8450 0 14863 0 305629 0 0 0 A GUARISCO EVP, PUBLIC AFFAIRS 328731 0 0 0 219 0 0 0 504 0 329454 0 0 0 JRINZEL VP, STATE GOV'T AFFAIRS 198701 0 50000 0 147 0 3350 0 14414 0 266612 0 0 0 BHUGHES SVP, GOVERNMENT AFFAIRS 241178 0 0 0 283 0 0 0 624 0 242085 0 0 0 SSQUIER SVP, MEMBERSHIP & MARKETING 184695 0 20000 0 276 0 6867 0 20014 0 231852 0 0 0 JBREWER VP, COMMUNICATIONS & ADVOCACY 168283 0 35000 0 108 0 6685 0 6009 0 216085 0 0 0 GTAYLOR VP, BUSINESS DEVELOPMENT 263853 0 0 0 108 0 8450 0 13874 0 286285 0 0 0 PART I, LINE 1A IT IS THE PRACTICE OF THE ASSOCIATION TO INVITE THE SPOUSE OF SENIOR STAFF MEMBERS TO THE LEADERSHIP CONFERENCE AND STATE RETAIL ASSOCIATION CONFERENCES. ANY FIRST CLASS OR BUSINESS CLASS TRAVEL MADE BY SENIOR STAFF MUST BE PRE-APPROVED BY THE PRESIDENT. THE APPROVAL OR DISAPPROVAL OF THE REQUESTED EXPENSES IS AT THE DISCRETION OF THE PRESIDENT. FORM 990, PART VI, SECTION A, LINE 2 ROBERT NIBLOCK AND RICHARD DREILING (BUSINESS RELATIONSHIP) ROBERT NIBLOCK AND ERIC WISEMAN (BUSINESS RELATIONSHIP) RICHARD DREILING AND WILLIAM RHODES (BUSINESS RELATIONSHIP) FORM 990, PART VI, SECTION A, LINE 6 RILA HAS THREE CLASSES OF MEMBERSHIP: RETAIL, PRODUCT MANUFACTURER AND ASSOCIATE. ONLY THE RETAIL MEMBERS ARE ENTITLED TO VOTE ON THE ELECTION OF MEMBERS TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A RILA HAS THREE CLASSES OF MEMBERSHIP: RETAIL, PRODUCT MANUFACTURER AND ASSOCIATE. ONLY THE RETAIL MEMBERS ARE ENTITLED TO VOTE ON THE ELECTION OF MEMBERS TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B EXCEPT AS SET FORTH IN THE NEXT SENTENCE, EACH RETAIL MEMBER AND PRODUCT MANUFACTURER MEMBER SHALL BE ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERS. PRODUCT MANUFACTURER MEMBERS SHALL NOT BE ELIGIBLE TO VOTE ON (I) THE ELECTION OF MEMBERS TO THE BOARD OF DIRECTORS, OR (II) ANY AMENDMENT TO THE CERTIFICATE OF INCORPORATION. FORM 990, PART VI, SECTION B, LINE 11 THE TREASURER REVIEWS THE DRAFT FORM 990 BEFORE IT IS FILED WITH THE IRS. ALL BOARD MEMBERS RECEIVE A COPY OF THE FORM 990 ONCE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 15 15A: EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS GIVES THE PRESIDENT AN ANNUAL REVIEW AND DETERMINES ANY COMPENSATION INCREASES. THIS REVIEW IS IN A WRITTEN FORMAT AND INCLUDES GOALS AND OBJECTIVES. 15B:IN ORDER TO ATTRACT AND RETAIN A HIGHLY QUALIFIED AND COMPETENT WORK FORCE, RILA HAS INSTITUTED A COMPENSATION AND PERFORMANCE MANAGEMENT PROGRAM TO PAY EMPLOYEES IN A FAIR AND EQUITABLE MANNER BASED UPON DEMONSTRATED JOB PERFORMANCE AND IN ACCORDANCE WITH ITS EQUAL EMPLOYMENT OPPORTUNITY POLICY. PERFORMANCE APPRAISALS AND COMPENSATION REVIEWS ARE TWO SEPARATE PROCESSES. PERFORMANCE REVIEWS DO NOT ALWAYS REQUIRE COMPENSATION ACTION. THE PERFORMANCE OF AN EMPLOYEE IS EVALUATED CONTINUOUSLY BY HIS/HER MANAGER. COMPENSATION INCREASES AT RILA ARE BASED ON AN EMPLOYEE'S PERFORMANCE, POSITION AND LEVEL OF CURRENT PAY. EMPLOYEES WHO RECEIVE BELOW AVERAGE PERFORMANCE REVIEWS ARE INELIGIBLE FOR COMPENSATION INCREASES. RILA'S COMPENSATION PRACTICES ARE BASED ON THE COMPANY'S WAGE AND SALARY GUIDELINES. FORM 990, PART VI, SECTION C, LINE 19 RILA MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC THROUGH THE SECRETARY OF STATE OF NEW YORK AND ITS FINANCIAL DOCUMENTS AVAILABLE THROUGH THE PUBLIC DISCLOSURE OF THE 990. FORM 990, PART IX, LINE 11G CONSULTANTS 5,104,574. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.