NATIONAL GROCERS ASSOCIATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL GROCERS ASSOCIATION (EIN 54-1210751)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-02-08
- IRS object ID
- 201130399349300308
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-02-08T09:51:26-06:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM McGLADREY INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 TOWERS CRESCENT DR STE 500 | AddressLine1 |
| City | VIENNA | City |
| State | VA | State |
| ZIP Code | 221826205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541210751 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL GROCERS ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NATI | NameControl |
| Phone | 7035160700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1005 NORTH GLEBE ROAD No 250 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22201 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Peter J Larkin | Name |
| Title | President & CEO | Title |
| Phone | 7035160700 | Phone |
| Date Signed | 2011-02-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7033366400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Peter J Larkin | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1005 NORTH GLEBE ROAD No 250 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6186083 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.NATIONALGROCERS.ORG | WebSite |
| Type Of Organization Association | X | TypeOfOrganizationAssociation |
| Year Formation | 1982 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | TO ADVANCE THE COMMON INTEREST OF INDEPENDENT RETAIL GROCERS,WHOLESALERS AND MANUFACTURERS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 49 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 48 | NbrIndependentVotingMembers |
| Total Nbr Employees | 27 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 42400 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3759 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1801 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3496239 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3497680 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 209104 | InvestmentIncomePriorYear |
| Investment Income Current Year | 142475 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2235230 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2518483 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5944332 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6160439 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2209818 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2410309 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3118103 | OtherExpensePriorYear |
| Other Expenses Current Year | 3501615 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5327921 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5911924 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 616411 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 248515 | RevenuesLessExpensesCY |
| Total Assets BOY | 8961939 | TotalAssetsBOY |
| Total Assets EOY | 9328037 | TotalAssetsEOY |
| Total Liabilities BOY | 1409263 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1526259 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7552676 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7801778 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO ADVANCE THE COMMON INTERESTS, IMPROVE THE LEVEL OF TRUST AND MUTUAL UNDERSTANDING AND ENHANCE THE BUSINESS PARTNERSHIPS BETWEEN INDEPENDENT RETAIL GROCERS, RETAILER-OWNED COMPANIES AND VOLUNTARY WHOLESALE DISTRIBUTORS WITH MANUFACTURERS AND SUPPLIERS ENGAGED PRIMARILY IN THE SALE AND DISTRIBUTION OF FOOD, BEVERAGES, CONSUMER PRODUCTS AND SERVICES SO AS TO BETTER SERVE THE CONSUMER. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | EDUCATION, GOVERNMENT RELATIONS, AND INDUSTRY RELATIONS: ANNUAL CONVENTION AND SUPermarket synergy SHOWCASE, N.G.A. PUBLISHES AN INDUSTRY MAGAZINE, EDUCATIONAL, GOVERNMENT RELATIONS AND INDUSTRY RELATIONS NEWSLETTERS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EDUCATIONAL PROGRAMS: N.G.A. SPONSORS EDUCATIONAL PROGRAMS, INCLUDING EXECUTIVE MANAGEMENT CONFERENCE, EXECUTIVE LEADERSHIP DEVELOPMENT PROGRAM, FINANCIAL MANAGEMENT SEMINARS, AND TECHNOLOGY COMPLIANCE PROGRAMS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 1 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 70 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 27 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Nbr Voting Governing Body Members | 49 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 48 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | the organization | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7035160700 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1005 north glebe road ste 250 | AddressLine1 |
| City | arlington | City |
| State | VA | State |
| ZIP Code | 22201 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (64 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| christopher Coborn | |||||||
| chairman | 1.00 | X | X | 0 | 0 | 0 | |
| joseph Sheridan | |||||||
| Vice Chairman | 1.00 | X | X | 0 | 0 | 0 | |
| richard Niemann Jr | |||||||
| secretary/treasurer | 1.00 | X | X | 0 | 0 | 0 | |
| carole Bitter PhD | |||||||
| immediate past chairwoma | 1.00 | X | 0 | 0 | 0 | ||
| roger collins | |||||||
| committee member | 1.00 | X | 0 | 0 | 0 | ||
| nicholas D'Agostino III | |||||||
| committee member | 1.00 | X | 0 | 0 | 0 | ||
| kevin Doris | |||||||
| committee member | 1.00 | X | 0 | 0 | 0 | ||
| gerald Totoritis | |||||||
| committee member | 1.00 | X | 0 | 0 | 0 | ||
| neal berube | |||||||
| committee member | 1.00 | X | 0 | 0 | 0 | ||
| Charles Pilliter | |||||||
| ex-officio member | 1.00 | X | 0 | 0 | 0 | ||
| mark Batenic | |||||||
| ex-officio member | 1.00 | X | 0 | 0 | 0 | ||
| joseph H Campbell Jr | |||||||
| ex-officio member | 1.00 | X | 0 | 0 | 0 | ||
| thomas Haggai | |||||||
| ex-officio member | 1.00 | X | 0 | 0 | 0 | ||
| dean Janeway | |||||||
| ex-officio member | 1.00 | X | 0 | 0 | 0 | ||
| jere Lawrence | |||||||
| ex-officio member | 1.00 | X | 0 | 0 | 0 | ||
| michael needler | |||||||
| ex-officio member | 1.00 | X | 0 | 0 | 0 | ||
| steven Smith | |||||||
| ex-officio member | 1.00 | X | 0 | 0 | 0 | ||
| martin arter | |||||||
| board member | 1.00 | X | 0 | 0 | 0 | ||
| james buchanan | |||||||
| board member | 1.00 | X | 0 | 0 | 0 | ||
| dean janeway Jr | |||||||
| board member | 1.00 | X | 0 | 0 | 0 | ||
| kenneth Hubbard | |||||||
| board member | 1.00 | X | 0 | 0 | 0 | ||
| edward roche | |||||||
| board member | 1.00 | X | 0 | 0 | 0 | ||
| dennis belcastro | |||||||
| board member | 1.00 | X | 0 | 0 | 0 | ||
| kathy kuzava | |||||||
| board member | 1.00 | X | 0 | 0 | 0 | ||
| james nilsson jr | |||||||
| board member | 1.00 | X | 0 | 0 | 0 | ||
| james rogers | |||||||
| board member | 1.00 | X | 0 | 0 | 0 | ||
| michael bourgoine | |||||||
| board member | 1.00 | X | 0 | 0 | 0 | ||
| larry collins | |||||||
| board member | 1.00 | X | 0 | 0 | 0 | ||
| george lankford | |||||||
| board member | 1.00 | X | 0 | 0 | 0 | ||
| gerard Norkus | |||||||
| board member | 1.00 | X | 0 | 0 | 0 | ||
| david sinnwell | |||||||
| board member | 1.00 | X | 0 | 0 | 0 | ||
| michael bozzuto | |||||||
| board member | 1.00 | X | 0 | 0 | 0 | ||
| christopher brown | |||||||
| board member | 1.00 | X | 0 | 0 | 0 | ||
| jay Lawrence | |||||||
| board member | 1.00 | X | 0 | 0 | 0 | ||
| jerry brown | |||||||
| board member | 1.00 | X | 0 | 0 | 0 | ||
| trygve solberg | |||||||
| board member | 1.00 | X | 0 | 0 | 0 | ||
| juvenal chavez sr | |||||||
| board member | 1.00 | X | 0 | 0 | 0 | ||
| ken fiedler | |||||||
| board member | 1.00 | X | 0 | 0 | 0 | ||
| jerry garland | |||||||
| board member | 1.00 | X | 0 | 0 | 0 | ||
| michael provenzano sr | |||||||
| board member | 1.00 | X | 0 | 0 | 0 | ||
| Dean Sonnenberg | |||||||
| board member | 1.00 | X | 0 | 0 | 0 | ||
| James Brown | |||||||
| board member | 1.00 | X | 0 | 0 | 0 | ||
| Eric hench | |||||||
| board member | 1.00 | X | 0 | 0 | 0 | ||
| Chris miller | |||||||
| board member | 1.00 | X | 0 | 0 | 0 | ||
| Ron Rehkopf | |||||||
| board member | 1.00 | X | 0 | 0 | 0 | ||
| Michael Stone | |||||||
| board member | 1.00 | X | 0 | 0 | 0 | ||
| ted herrod | |||||||
| board member | 1.00 | X | 0 | 0 | 0 | ||
| James Ried | |||||||
| board member | 1.00 | X | 0 | 0 | 0 | ||
| roger lowe | |||||||
| board member | 1.00 | X | 0 | 0 | 0 | ||
| jack porter | |||||||
| board member | 1.00 | X | 0 | 0 | 0 | ||
| robert ukrop | |||||||
| board member | 1.00 | X | 0 | 0 | 0 | ||
| mark wagner | |||||||
| board member | 1.00 | X | 0 | 0 | 0 | ||
| randy Arceneauy | |||||||
| board member | 1.00 | X | 0 | 0 | 0 | ||
| calvin Miller | |||||||
| board member | 1.00 | X | 0 | 0 | 0 | ||
| Dave Jones | |||||||
| board member | 1.00 | X | 0 | 0 | 0 | ||
| Barry Queen | |||||||
| board member | 1.00 | X | 0 | 0 | 0 | ||
| Don Weiss | |||||||
| board member | 1.00 | X | 0 | 0 | 0 | ||
| Janel Haugarth | |||||||
| board member | 1.00 | X | 0 | 0 | 0 | ||
| Jim Denges | |||||||
| board member | 1.00 | X | 0 | 0 | 0 | ||
| Bub Ling | |||||||
| board member | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS K ZAUCHA | |||||||
| president & CEO | 38.00 | X | X | 515808 | 0 | 80378 | |
| peter J Larkin | |||||||
| president & CEO | 38.00 | X | 0 | 0 | 0 | ||
| thomas wenning | |||||||
| executive VP & General C | 38.00 | 201411 | 0 | 44166 | X | ||
| Frank Dipasquale | |||||||
| executive VICE PRESIDENT | 38.00 | 200775 | 0 | 48082 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 917994 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 172626 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Mike Pope Production | |||||
| 6700 Allied Way | little rock | AR | 72209 | production services | 205570 |
| Freeman Companies | |||||
| PO Box 650036 | Dallas | TX | 75265 | construction services | 129100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 1801 | AllOtherContributions |
| Total Contributions | 1801 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| CONVENTION/CONFERENCE | 611430 | 2265935 | 1544135 | $721,800 |
| membership dues | 900099 | 1068485 | 1068485 | |
| FAIRNESS CAMPAIGN | 900099 | 163260 | 163260 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3497680 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 149119 | TotalRevenueColumn |
| Exclusion | $149,119 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2466932 | TotalRevenueColumn |
| Exclusion | $2,466,932 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 19000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 25644 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -6644 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -6644 | TotalRevenueColumn |
| Exclusion | -$6,644 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| advertising | 541800 | 42400 | 42400 | |
| OTHER revenue | 900099 | 9151 | $9,151 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 51551 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6160439 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2775880 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 42400 | UnrelatedBusinessRevenue |
| Exclusion | $3,340,358 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1096539 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 957353 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95051 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150245 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111121 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 117494 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30300 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 185398 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42162 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 672161 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51607 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 301685 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 276629 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1224240 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43180 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62535 | Total |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| placement costs | 173922 |
| DUES & SUBSCRIPTIONS | 68187 |
| TAXES | 66376 |
| teMPORARY HELP | 57666 |
| sales commission | 55738 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72335 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5911924 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6824 | BOY |
| EOY | 19046 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7719238 | BOY |
| EOY | 8095784 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 240160 | BOY |
| EOY | 352926 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4540 | BOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 231166 | BOY |
| EOY | 172935 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1170698 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1146554 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92968 | BOY |
| EOY | 24144 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10000 | BOY |
| EOY | 10000 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 657043 | BOY |
| EOY | 653202 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8961939 | BOY |
| EOY | 9328037 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 615337 | BOY |
| EOY | 586171 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 705414 | BOY |
| EOY | 896213 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88512 | BOY |
| EOY | 43875 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1409263 | BOY |
| EOY | 1526259 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7552676 | BOY |
| EOY | 7801778 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7552676 | BOY |
| EOY | 7801778 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8961939 | BOY |
| EOY | 9328037 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nondeduct | 0 | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | 0 | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | 0 | AgreeToCarryoverPriorYear |
| Dues Assessments | 1068485 | DuesAssessments |
| Non Ded Lobby Political Current | 197999 | NonDedLobbyPoliticalCurrent |
| Non Ded Lobby Political Total | 197999 | NonDedLobbyPoliticalTotal |
| Amount To Be Carried Over | 0 | AmountToBeCarriedOver |
| Taxable | $197,999 | TaxableAmount |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 53056 | OtherCostOrOtherBasis |
| Depreciation | 53056 | Depreciation |
| Book Value | 0 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1117642 | OtherCostOrOtherBasis |
| Depreciation | 1093498 | Depreciation |
| Book Value | 24144 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 24144 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Due from NGASC | Description |
| Book Value | 653202 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 653202 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED RENT | $43,475 |
| Due to GREF | $400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 43875 | TotalOfAmounts |
| Total Revenue | 6160439 | TotalRevenue |
| Total Expenses | 5911924 | TotalExpenses |
| Excess Or Deficit For Year | 248515 | ExcessOrDeficitForYear |
| Other | $587 | OtherAmount |
| Total Adjustments | 587 | TotalAdjustments |
| Excess Or Deficit Per FS | 249102 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 6200434 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 39995 | OtherRevenues |
| Revenue Not Rptd F990 | 39995 | RevenueNotRptdF990 |
| Revenue Subtotal | 6160439 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6160439 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5951040 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 39116 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 39116 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5911924 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5911924 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | Management evaluated the organization's tax positions and concluded that the organization had taken no uncertain tax positions that require adjustment to the financial statements. |
| Part XI, Line 8 - Other Adjustments: | PY adjustments: 587. | |
| Part XII, Line 2d - Other Adjustments: | NGASC revenue inCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS: 37395. GREF revenue inCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS: 2600. | |
| Part XIII, Line 2d - Other Adjustments: | NGASC EXPENSESINCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS: 36489. GREF EXPENSESINCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS: 2627. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS K ZAUCHA | |||||||||||||
| 460000 | 0 | 49608 | 0 | 6200 | 0 | 65500 | 0 | 20798 | 0 | 602106 | 0 | 0 | 0 |
| thomas wenning | |||||||||||||
| 200500 | 0 | 0 | 0 | 911 | 0 | 29289 | 0 | 14878 | 0 | 245578 | 0 | 0 | 0 |
| Frank Dipasquale | |||||||||||||
| 200775 | 0 | 0 | 0 | 0 | 0 | 29487 | 0 | 18596 | 0 | 248858 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 1a | ReturnReference |
| Explanation | Travel for Companions: N.G.A provides travel for Officers' Companions to our Annual Convention and other Meetings as approved by the President and CEO. Tax indemnification and gross-up payment: This only applies to the President and CEO of the organization. Health or social club dues or initiation fees: N.G.A reimburses the President and CEO for Golf Club membership dues. The gross up salary was taxable for the President and CEO. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 6 | N.G.A members include regular members and associate members. |
| Form 990, Part VI, Section A, line 7a | Each regular N.G.A and an 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 11 | Tax forms are reviewed by the Controller, the Executive Vice President and COO and the President and CEO. |
| 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 determine the President & CEO's salary and then the President & CEO determines the salary for other top Executives' compensation. |
| Form 990, Part VI, Section C, line 19 | upon request. |
| form 990, part Xi, line 2c | the process has been consistent with prior years. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | grocers research & education foundation | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1005 north glebe rd ste 250 | AddressLine1 |
| City | arlington | City |
| State | VA | State |
| ZIP Code | 22201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541634757 | EIN |
| Primary Activities | improve the productivity in all key areas of grocery industry | PrimaryActivities |
| Legal Domicile State | VA | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | 7 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NGA service corporation | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1005 NORTH GLEBE Rd ste 250 | AddressLine1 |
| City | arlington | City |
| State | VA | State |
| ZIP Code | 22201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541754976 | EIN |
| Primary Activity | provide technology, equipment, fixtures, financing and efficiency programs. | PrimaryActivity |
| Legal Domicile State | DE | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | 37395 | ShareOfTotalIncome |
| Share Of EOY Assets | 127503 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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