2012-11-13T17:58:02-07:00 2011-12-31 990 2011-01-01 366103388 THE NATIONAL RESTAURANT ASSOCIATION EDUCATIONAL FOUNDATION NATI 3127151010 175 W Jackson Blvd Suite 1500 Chicago IL 606042814 Caelie Skalniak 3127156757 2012-11-14 2011 2016-02-24 21:20:13Z Dawn M Sweeney 175 W Jackson Blvd Suite 1500 Chicago IL 606042814 18625592 0 X www.nraef.org X 1952 IL The Foundation's mission is to serve as a philanthropic foundation of the National Restaurant Association to enhance the restaurant and foodservice industry's service to the public through education, community engagement and promotion of career opportunities. 31 31 24 0 0 0 3788692 3730412 0 0 1063254 1888113 3200000 3385695 8051946 9004220 715861 1872519 0 0 2443553 2730918 0 0 1173122 3418719 3802191 6578133 8405628 1473813 598592 22828407 21627798 1739299 1483907 21089108 20143891 The mission of the National Restaurant Association Educational Foundation is to provide services to the public through education, community engagement, and promotion of career opportunities. 0 0 4864946 1872519 0 The NRAEF provides grants and scholarships to students and teachers in the foodservice industry. The NRAEF is the philanthropic foundation of the National Restaurant Association and exists to enhance the restaurant industry's service to the public. NRAEF's ProStart program reaches more than 90,000 students at 1,700 high schools in 45 states, Guam and 14 U.S. military bases, at home and abroad. We have awarded more than $15 million in scholarships since 1997. 0 0 0 4864946 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 1 80 0 1 24 1 0 0 0 0 0 1 1 0 0 0 0 X 31 31 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AK AR AZ CA CT DC FL GA HI IL KS KY MD ME MI MN MO MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV X Caelie Skalniak 3127156765 175 W Jackson Blvd Suite 1500 Chicago IL 60604 X Carlton Curtis 5 X X 0 0 0 Xavier A Teixido 5 X X 0 0 0 Denise Marie Fugo 5 X X 0 0 0 Mary Ann Cricchio 2 X 0 0 0 Jeffery W Davis 2 X 0 0 0 Theodore M Fowler Jr 2 X 0 0 0 Sam J Facchini 2 X 0 0 0 Kevan Johnston 2 X 0 0 0 Rosalyn Mallet 2 X 0 0 0 Sandy Solmon 2 X 0 0 0 Carmen A Vacalebre 2 X 0 0 0 Curtis L Wilson 2 X 0 0 0 James M Wordsworth 2 X 0 0 0 Sally Smith 2 X 0 0 0 Marilyn Benson 2 X 0 0 0 Michael Gibbons 2 X 0 0 0 David Goronkin 2 X 0 0 0 Franco Harris 2 X 0 0 0 Kevin C Yost 2 X 0 0 0 Philip Friedman 2 X 0 0 0 Gregory Hamer Sr 2 X 0 0 0 Philip J Hickey Jr 2 X 0 0 0 Bill Barry 2 X 0 0 0 Jerrald Chesser 2 X 0 0 0 Lorna Donatone 2 X 0 0 0 Jim Hope 2 X 0 0 0 Bob McAdam 2 X 0 0 0 Frank Puleo 2 X 0 0 0 Craig Reed 2 X 0 0 0 Tim Ryan 2 X 0 0 0 Billy Sewell 2 X 0 0 0 Dale Venturini 2 X 0 0 0 Sharon Jeanne McDonald Tiknis 40 X 233645 0 27551 Karen Lynette McKee 40 X 141896 0 25329 Wendi Safstrom 40 X 123120 0 28645 Jennifer Kovacs 40 X 108098 0 28615 606759 0 110140 4 0 1 0 Fleishman-Hillard Inc PO Box 598 Saint Louis MO 631880598 PR & Marketing 349959 Total Event Resources 1920 North Thoreau Drive Suite 105 Schaumburg IL 60173 Event Consulting 267088 Community Counseling Service Co PO Box 27462 New York NY 100877462 Development Services 161250 Little Films 2821 NW Market Street Suite A Seattle WA 98107 Video Production 115800 4 0 0 553714 0 0 3176698 151385 3730412 0 708444 0 0 708444 0 0 0 0 3800000 0 0 3800000 0 0 10201716 0 9022047 0 1179669 0 1179669 0 0 1179669 185020 553714 599325 -414305 0 -414305 0 9004220 0 0 5273808 770000 770000 1102519 1102519 387450 126521 260929 0 1012916 550270 184018 278628 921077 386610 213733 320734 300876 144478 115535 40863 108599 45583 25200 37816 47600 47600 58531 58531 19110 19110 155838 155838 804589 656800 103330 44459 207831 131616 828 75387 150393 99065 20527 30801 300516 164270 92276 43970 1011698 789151 184455 38092 50000 50000 46233 46233 Shared Services 908000 0 908000 0 Service/Maintenance Contracts 20760 3744 15825 1191 Bad Debt 20840 20840 0 0 252 0 0 252 8405628 4864946 2367560 1173122 587919 819904 1329160 731408 1296625 1216470 159628 241234 507787 274126 68547 233661 19386528 18366952 18169 22828407 21627798 637201 1137581 80800 157900 1021298 188426 1739299 1483907 X 11926287 11180195 1296625 968000 7866196 7995696 21089108 20143891 22828407 21627798 X 598592 -1543809 X 0 1 1 X 0 X X X X 0 0 0 National Restaurant Association 361525480 9 1 1 1 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7866196 129500 0 0 0 0 7995696 7727821 138375 0 0 0 0 7866196 7669821 58000 0 0 0 0 7727821 7551821 118000 0 0 0 0 7669821 0 1 0 0 0 0 0 0 0 0 0 0 0 4067 739 3328 0 364374 273387 90987 0 139346 0 139346 233661 Rent Abatement 188426 188426 9004220 8405628 598592 -1543809 0 0 0 0 -1543809 -945217 7903898 -1543809 0 0 0 -1543809 9447707 155838 -599325 -443487 9004220 8849115 0 0 0 599325 599325 8249790 155838 0 155838 8405628 SchD_P05_S00_L04 Schedule D, Part V, Line 4 As the philanthropic foundation of the National Restaurant Association, we exist to enhance the restaurant industry's service to the public through education, community engagement and promotion of career opportunities. The funds are used to provide scholarships to students studying in the food service industry. SchD_P10_S00_L02 Schedule D, Part X, Line 2 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 Foundation 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 Foundation and various positions related to the potential sources of unrelated business taxable income. During 2011 and 2010, there were no unrecognized tax benefits identified or recorded as liabilities. The Foundation files Form 990 in the U.S. federal jurisdiction and a related return in the State of Illinois. Tax returns filed by the Foundation generally are subject to examination by U.S. and state taxing authorities for years after 2007. SchD_P12_S00_L04b Schedule D, Part XII, Line 4b $599,325 Leadership Classic direct expenses listed in Part VIII, line 8b for fundraising event. SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d $599,325 Leadership Classic direct expenses listed in Part VIII, line 8b for fundraising event. Leadership Classic 738734 553714 185020 0 67328 116071 156972 0 258954 0 0 738734 553714 185020 0 67328 116071 156972 0 258954 599325 -414305 1 Alabama Restaurant Association Education Foundation 618 Market Place Montgomery AL 361241413 630977617 501(c)(3) 14600 0 FMV ProStart Program Alaska CHARR 1503 W 31st Avenue Suite 202 Anchorage AK 99503 061663010 501(c)(6) 18750 0 FMV ProStart Program Arkansas Hospitality Association 630 South Pulaski Little Rock AR 72201 710441069 501(c)(6) 18750 0 FMV ProStart Program California Restaurant Association Education Foundation 621 Capitol mall Suite 2000 Sacramento CA 95814 953676330 501(c)(3) 18750 0 FMV ProStart Program Colorado Restaurant Association Education Foundation 430 E 7th Avenue Denver CO 80203 742488379 501(c)(3) 18750 0 FMV ProStart Program Connecticut Hospitality Education Foundation 38 Hungerford Suite 40 Hartford CT 06106 100000594 501(c)(3) 14600 0 FMV ProStart Program Delaware Restaurant Association 168 Elkton Road Suite 207 Newark DE 19711 510248572 501(c)(6) 10000 0 FMV ProStart Program Florida Restaurant and Lodging Association Education Foundation PO Box 1779 Tallahassee FL 32302 596194391 501(c)(3) 18750 0 FMV ProStart Program Hospitality Education Foundation of Georgia 1579 Monroe Drive Suite 224 Atlanta GA 30324 582340138 501(c)(3) 29150 0 FMV ProStart Program Hospitality Industry Education Foundation 9201 Montgomery Blvd Suite 602 Albuquerque NM 87111 200384367 501(c)(3) 14600 0 FMV ProStart Program Illinois Restaurant Association Education Foundation 33 West Monroe Suite 250 Chicago IL 60603 363271510 501(c)(3) 18750 0 FMV ProStart Program Iowa Restaurant Association Education Foundation 8525 Douglas Des Moines IA 50322 420637480 501(c)(3) 18750 0 FMV ProStart Program Kansas Restaurant and Hospitality Association Education Foundation 3500 N Rock Road Building 1300 Wichita KS 67226 480533202 501(c)(3) 18750 0 FMV ProStart Program Louisiana Restaurant Association Education Foundation 2700 N Arnoult Road Metairie LA 70002 721318297 501(c)(3) 29150 0 FMV ProStart Program Massachusetts Restaurant Association 333 Turnpike Rad Suite 102 Southborough MA 01772 041591041 501(c)(6) 14600 0 FMV ProStart Program Michigan Restaurant Association Education Foundation 225 W Washtenaw Lansing MI 48933 382979910 501(c)(3) 18750 0 FMV ProStart Program Minnesota Hospitality Education Foundation 305 Roselawn Avenue Maplewood MN 55117 710971013 501(c)(3) 18750 0 FMV ProStart Program Mississippi Hospitality Restaurant Association Education Foundation 130 Riverview Drive Suite C Flowood MS 39232 640877555 501(c)(3) 18750 0 FMV ProStart Program Missouri Restaurant Association Education Foundation PO Box 415044 Kansas City MO 64141 436222757 501(c)(3) 18750 0 FMV ProStart Program Montana Restaurant Association Education Foundation 1645 Parkhill Drive Suite 602 Billings MT 59102 201974197 501(c)(3) 18750 0 FMV ProStart Program Nebraska Restaurant Association Education Foundation 1610 S 70th Street Lincoln NE 68506 470826728 501(c)(3) 14600 0 FMV ProStart Program Nevada Restaurant Association Education Foundation 1500 E Tropicana Ave Suite 114A Las Vegas NV 89119 942860376 501(c)(3) 18750 0 FMV ProStart Program New Jersey Restaurant Association Education Foundation 126 W State Street Trenton NJ 08608 223549761 501(c)(3) 18750 0 FMV ProStart Program New York State Restaurant Association Education Foundation 409 New Karner Road Albany NY 12205 141817369 501(c)(3) 18750 0 FMV ProStart Program New Hampshire Restaurant and Lodging Association 341 London Road Unit 3 concord NH 03301 020216783 501(c)(6) 10000 0 FMV ProStart Program North Carolina Restaurant Association 6036 Six Forks Road Raleigh NC 27609 560492569 501(c)(6) 14600 0 FMV ProStart Program Ohio Restaurant Association Education Foundation 1525 Bethel Road Suite 301 Columbius OH 43220 311739154 501(c)(3) 18750 0 FMV ProStart Program Oklahoma Restaurant Association Education Foundation 3800 N Portland Ave Oklahoma City OK 73112 731006627 501(c)(3) 14600 0 FMV ProStart Program Oregon Restaurant Association Education Foundation 8565 SW Salish Lane Wilsonville OR 97070 931062729 501(c)(3) 14600 0 FMV ProStart Program Restaurant Association of Maryland Education Foundation 6301 Hillside Court Columbia MD 21046 521881151 501(c)(3) 18750 0 FMV ProStart Program Rhode Island Hospitality and Tourism Association 94 Sabra Street Cranston RI 02910 050399474 501(c)(6) 14600 0 FMV ProStart Program South Carolina Hospitality and Tourism Education Foundation PO Box 7577 Columbia SC 29202 571126165 501(c)(3) 18750 0 FMV ProStart Program South Dakota Retailers Association PO BOX 638 Pierre SD 57501 460181800 501(c)(6) 18750 0 FMV ProStart Program Tennessee Hospitality Association 475 Craighead Street Nashville TN 37204 620381125 501(c)(6) 29150 0 FMV ProStart Program Texas Restaurant Association PO Box 1429 Austin TX 78767 742732907 501(c)(6) 18750 0 FMV ProStart Program Utah Restaurant Association Education Foundation 5645 Waterbury Way Salt Lake City UT 84121 870663248 501(c)(3) 14600 0 FMV ProStart Program Virginia Hospitality and Travel Association Education Foundation 2101 Libbie Avenue Richmond VA 23230 541487901 501(c)(3) 18750 0 FMV ProStart Program Washington Restaurant Association Education Foundation 510 Plum Street SE Suite 200 Olympia WA 98501 911686716 501(c)(3) 18750 0 FMV ProStart Program West Virginia Hospitality and Travel Association Education Foundation PO Box 3974 Charleston WV 25339 550774131 501(c)(3) 18750 0 FMV ProStart Program Wisconsin Restaurant Association Education Foundation 2801 Fish Hatchery Road Fitchburg WI 53713 391557486 501(c)(3) 18750 0 FMV ProStart Program Wyoming Lodging and Restaurant Association Education Foundation PO Box 1003 Cheyenne WY 82003 830326185 501(c)(3) 18750 0 FMV ProStart Program 37 10 Undergraduate scholarships 543 959488 0 FMV Educator scholarships 70 129000 0 FMV SchI_P01_S00_L02 Schedule I, Part I, Line 2 In 2011, the Foundation awarded funds to various state restaurant associations to benefit ProStart programs. State Restaurant Associations participating were required to submit a Fund Request Form which specified how the funds would benefit projects related to the ProStart Program in their state. Once approved, any changes in use of funding, period of expenditure, and key personnel were required to be approved in advance by the Foundation. Mid-Year and Final Project Summaries, describing results, metrics and evaluation of the use of funds were required by specified deadlines. X X X X X 0 0 0 0 0 0 0 0 0 Karen Lynette McKee 141896 0 0 0 0 0 19000 0 6329 0 167225 0 0 0 Sharon Jeanne McDonald Tiknis 175878 0 57500 0 267 0 11770 0 15781 0 261196 0 57500 0 X Food and Food Supplies 1 44056 FMV X Advertising 1 107329 FMV 0 0 1 0 F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b The Foundation's governing body consists of 31 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 Treasurer and the Chairman and Vice Chairman of the Audit Committee of the Board. The 2011 Form 990 was distributed and reviewed by this leadership group prior to filing. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c Officers and trustees are required to disclose conflicts of interests annually to the Chair of the Board of Trustees. 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 Trustees and other individuals covered by this policy; (c) ask the person to recuse from participation in related Foundation discussions or decisions; or (d) ask the person to resign from the Foundation position, or, if the person refuses to resign, become subject to possible removal in accordance with removal procedures in the Foundation Bylaws. The President and CEO and Chief Staff Finance Executive will 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. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 A Compensation Committee comprised of Board members meets periodically to review compensation of its Executive Director. An outside consultant is used routinely to compare and review compensation data with comparable organizations. No members of the compensation committee have a conflict of interest with respect to the compensation arrangement. In 2011 there were not any key employees, but if there were, their compensation would be reviewed by the Committee. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 The NRAEF makes its governing documents, conflict of interest policy, and financial statements available to the public on an appointment basis at its offices in Chicago. F990_P07_S0A_L01b Form 990, Part VII, Section A, Line 1b The following board members also served on the National Restaurant Association's board in 2011. They worked an average of 2 hours per week. Jeff Davis, Lorna Donatone, Sam Facchini, Ted Fowler, Phil Friedman, Michael Gibbons, Bob McAdam, Frank Puleo, Craig Reed, and Billy Sewell. Carlton Curtis, Chair, also served on the NRA board, working 2 hrs/week. Denise Fugo, Treasurer, also served on the NRA board, working 2 hrs/week. Phil Hickey also served as Treasurer of the NRA board, working 5 hrs/week. Roz Mallet also served as Vice Chair on the NRA board, working 5 hrs/week. Sally Smith also served as chair on the NRA board, working 5 hrs/week. Xavier Teixido, Vice Chair also served on the NRA board, working 2 hrs/week. F990_P11_S00_L05 Form 990, Part XI, Line 5 Unrealized loss on investments $1,543,809 National Restaurant Association 2055 L Street NW Washington DC 20036 361525480 To lead America's restaurant industry into a new era promoting the restaurant industry IL 501 c 6 N/A 0 National Restaurant Association Services Inc 175 W Jackson Blvd Suite 1500 Chicago IL 60604 361525480 Marketing Services IL N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 1 National Restaurant Association r 3800000 Contract National Restaurant Association o 1901335 FMV National Restaurant Association l 721950 FMV National Restaurant Association m 186050 FMV