RETAIL INDUSTRY LEADERS ASSOCIATION INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- RETAIL INDUSTRY LEADERS ASSOCIATION INC (EIN 04-2395151)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-07-12
- IRS object ID
- 201141939349300724
- Schema version
- 2010v3.2
- 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 | 2011-07-12T14:02:56-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES GOODMAN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1430 SPRING HILL ROAD STE 300 | AddressLine1 |
| City | MCLEAN | City |
| State | VA | State |
| ZIP Code | 221023018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042395151 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RETAIL INDUSTRY LEADERS ASSOCIATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RETA | NameControl |
| Phone | 7038412300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 NORTH MOORE STREET NO 2250 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 222091998 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SANDRA KENNEDY | Name |
| Title | PRESIDENT | Title |
| Phone | 7038412300 | Phone |
| Date Signed | 2011-07-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID L JOHNSON | Name |
| Phone | 7039700400 | Phone |
| Date Prepared | 2011-07-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SANDRA KENNEDY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 NORTH MOORE STREET NO 2250 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 222091998 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 20304118 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | RETAIL-LEADERS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1969 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | THE RETAIL INDUSTRY LEADERS ASSOCIATION'S MISSION IS TO PROMOTE CONSUMER CHOICE AND ECONOMIC FREEDOM THROUGH PUBLIC POLICY AND INDUSTRY OPERATIONAL EXCELLENCE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 46 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 10737518 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 16408652 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -542633 | InvestmentIncomePriorYear |
| Investment Income Current Year | 193042 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 68850 | OtherRevenuePriorYear |
| Other Revenue Current Year | 128525 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10263735 | TotalRevenuePriorYear |
| Total Revenue Current Year | 16730219 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4615726 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5348394 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7292968 | OtherExpensePriorYear |
| Other Expenses Current Year | 11905183 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 11908694 | TotalExpensesPriorYear |
| Total Expenses Current Year | 17253577 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1644959 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -523358 | RevenuesLessExpensesCY |
| Total Assets BOY | 9249294 | TotalAssetsBOY |
| Total Assets EOY | 11940858 | TotalAssetsEOY |
| Total Liabilities BOY | 7436489 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 10035244 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1812805 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1905614 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE RETAIL INDUSTRY LEADERS ASSOCIATION'S MISSION IS TO PROMOTE CONSUMER CHOICE AND ECONOMIC FREEDOM THROUGH PUBLIC POLICY AND INDUSTRY OPERATIONAL EXCELLENCE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 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 SECRITY, CUSTOMS, TAX AND INTERNATIONAL TRADE. | 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 |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | 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 | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 49 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 46 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | 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 | 0 | ConflictOfInterestPolicy |
| 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 ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7038412300 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 NORTH MOORE STREET NO 2250 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 222091998 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| SALLY JEWELL | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| JOSEPH W MCCLANATHAN | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| JAMES M MYERS | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| RICHARD W DREILING | ||||||||
| TREASURER | 1.50 | X | 0 | 0 | 0 | X | ||
| ERIC C WISEMAN | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| ROBERT A NIBLOCK | ||||||||
| IMMEDIATE PAST CHAIR | 0.50 | X | 0 | 0 | 0 | |||
| GREGG STEINHAFEL | ||||||||
| VICE-CHAIRMAN | 1.50 | X | 0 | 0 | 0 | X | ||
| WILLIAM C RHODES III | ||||||||
| CHAIRMAN | 2.00 | X | 0 | 0 | 0 | X | ||
| SANDRA KENNEDY | ||||||||
| PRESIDENT | 40.00 | X | 673886 | 0 | 17334 | X | ||
| BRIAN J DUNN | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| DON SODERQUIST | ||||||||
| EX-OFFICIO MEMBER | 0.50 | X | 0 | 0 | 0 | |||
| FRANCIS S BLAKE | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| GREGORY D WASSON | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| MYRON E ULLMAN | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| WILLIAM C CROWLEY | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| EUGENIO MINVIELLE | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| KAREN A LOWE | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| EDWARDO CASTRO-WRIGHT | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| KATHERINE LUGAR | ||||||||
| EXECUTIVE VP, PUBLIC AFFAI | 40.00 | 423808 | 0 | 0 | X | |||
| JENNIFER KEEHAN | ||||||||
| EXECUTIVE VP, MEMBER SERVI | 40.00 | 229293 | 0 | 20499 | X | |||
| CASEY CHROUST | ||||||||
| EXECUTIVE VP, RETAIL OPERATIO | 40.00 | 210042 | 0 | 12711 | X | |||
| BRIAN DODGE | ||||||||
| SVP, COMMUNICATIONS & STAT | 40.00 | 197115 | 0 | 11477 | X | |||
| JOHN EMLING | ||||||||
| SENIOR VP, GOVERNMENT AFFA | 40.00 | 267774 | 0 | 13457 | X | |||
| STEPHANIE LESTER | ||||||||
| VP, INTERNATIONAL TRADE | 40.00 | 161758 | 0 | 19494 | X | |||
| SUZIE SQUIER | ||||||||
| SENIOR VP, MEMBERSHIP & MA | 40.00 | 166762 | 0 | 17194 | X | |||
| MARK WARREN | ||||||||
| VP, TAX & FINANCE | 40.00 | 182835 | 0 | 19179 | X | |||
| JOE RINZEL | ||||||||
| VP, STATE GOVERNMENT AFFAI | 40.00 | 137061 | 0 | 16055 | X | |||
| JIM NEILL | ||||||||
| VP, PRODUCT SAFETY | 40.00 | 140661 | 0 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2790995 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 147400 | TotalOtherCompensation |
| Number Individuals GT100 K | 17 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| DCI GROUP LLC | |||||
| 1828 L STREET | WASHINGTON | DC | 20036 | PUBLIC AFFAIRS | 1798668 |
| CHARLES RIVER ASSOCIATES | |||||
| 1201 F STREET SUITE 700 | WASHINGTON | DC | 20004 | ECONOMIC STUDY | 1000000 |
| CONSTANTINE CANNON | |||||
| 450 LEXINGTON AVE | NEW YORK | NY | 10017 | LEGAL | 975684 |
| BLUEFRONT STRATEGIES | |||||
| 44 CANAL CENTER PLAZA STE G-1 | ALEXANDRIA | VA | 22314 | STRATEGIC CONSULTING | 276408 |
| FIERCE ISAKOWITZ & BLALOCK | |||||
| 1155 F STREET STE 950 | WASHINGTON | DC | 20004 | GENERAL LOBBYING | 223559 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 14 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | 11059838 | 11059838 |
| EDUCATIONAL PROGRAMS | 900099 | 4861454 | 4861454 |
| SPECIAL PROJECTS | 900099 | 340860 | 340860 |
| LEADERS COUNCILS/COMMI | 900099 | 146500 | 146500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 16408652 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 190595 | TotalRevenueColumn |
| Exclusion | $190,595 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3576346 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3573899 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2447 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2447 | TotalRevenueColumn |
| Exclusion | $2,447 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 128525 | TotalRevenueColumn |
| Related Or Exempt Function Income | 128525 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 128525 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16730219 | TotalRevenueColumn |
| Related Or Exempt Function Income | 16537177 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $193,042 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2966575 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1920350 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14061 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 181470 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 265938 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93342 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 631889 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 190225 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3348958 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42338 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2187442 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 438213 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27903 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2499732 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123946 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30440 | Total |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| PUBLIC POLICY INITIATIV | 1281978 |
| GOVERNMENT AFFAIRS DEPA | 344728 |
| GENERAL OPERATING EXPEN | 270124 |
| LEADERS' COUNCILS | 113559 |
| BANK AND MERCHANT CARD | 92377 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 187989 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17253577 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 946557 | BOY |
| EOY | 1096307 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1275136 | BOY |
| EOY | 2318000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 584987 | BOY |
| EOY | 1350733 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 436555 | BOY |
| EOY | 477707 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1164565 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 679849 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 418749 | BOY |
| EOY | 484716 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5472545 | BOY |
| EOY | 6123208 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26687 | BOY |
| EOY | 26687 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88078 | BOY |
| EOY | 63500 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9249294 | BOY |
| EOY | 11940858 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1849011 | BOY |
| EOY | 1012954 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5587478 | BOY |
| EOY | 9022290 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7436489 | BOY |
| EOY | 10035244 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1812805 | BOY |
| EOY | 1905614 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1812805 | BOY |
| EOY | 1905614 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9249294 | BOY |
| EOY | 11940858 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -523358 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 616167 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | 0 | PoliticalExpenditures |
| Volunteer Hours | 0 | VolunteerHours |
| Substantially All Dues Nondeduct | 0 | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | 0 | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | 1 | AgreeToCarryoverPriorYear |
| Dues Assessments | 11139025 | DuesAssessments |
| Non Ded Lobby Political Current | 6337632 | NonDedLobbyPoliticalCurrent |
| Non Ded Lobby Political Carryover | 942033 | NonDedLobbyPoliticalCarryover |
| Non Ded Lobby Political Total | 7279665 | NonDedLobbyPoliticalTotal |
| Aggr Amt Reported In Dues Notices | 5172053 | AggrAmtReportedInDuesNotices |
| Amount To Be Carried Over | 2107612 | AmountToBeCarriedOver |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1164565 | InvestmentCostOrOtherBasis |
| Depreciation | 679849 | Depreciation |
| Book Value | 484716 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 484716 | TotalOfBookValueLandBuildings |
| Total Revenue | 16730219 | TotalRevenue |
| Total Expenses | 17253577 | TotalExpenses |
| Excess Or Deficit For Year | -523358 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 616167 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 616167 | TotalAdjustments |
| Excess Or Deficit Per FS | 92809 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 17346386 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 616167 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 616167 | RevenueNotRptdF990 |
| Revenue Subtotal | 16730219 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 16730219 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 17253577 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 17253577 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 17253577 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | 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, 2010. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SANDRA KENNEDY | |||||||||||||
| 454735 | 0 | 218875 | 0 | 276 | 0 | 7350 | 0 | 12030 | 0 | 693266 | 0 | 218875 | 0 |
| KATHERINE LUGAR | |||||||||||||
| 298700 | 0 | 125000 | 0 | 108 | 0 | 0 | 0 | 2046 | 0 | 425854 | 0 | 0 | 0 |
| JENNIFER KEEHAN | |||||||||||||
| 214113 | 0 | 15000 | 0 | 180 | 0 | 6873 | 0 | 15651 | 0 | 251817 | 0 | 0 | 0 |
| CASEY CHROUST | |||||||||||||
| 194940 | 0 | 15000 | 0 | 102 | 0 | 6298 | 0 | 8413 | 0 | 224753 | 0 | 0 | 0 |
| BRIAN DODGE | |||||||||||||
| 172019 | 0 | 25000 | 0 | 96 | 0 | 5911 | 0 | 7264 | 0 | 210290 | 0 | 0 | 0 |
| JOHN EMLING | |||||||||||||
| 257654 | 0 | 10000 | 0 | 120 | 0 | 0 | 0 | 15503 | 0 | 283277 | 0 | 0 | 0 |
| STEPHANIE LESTER | |||||||||||||
| 161638 | 0 | 0 | 0 | 120 | 0 | 4849 | 0 | 16259 | 0 | 182866 | 0 | 0 | 0 |
| SUZIE SQUIER | |||||||||||||
| 161582 | 0 | 5000 | 0 | 180 | 0 | 1300 | 0 | 17513 | 0 | 185575 | 0 | 0 | 0 |
| MARK WARREN | |||||||||||||
| 174655 | 0 | 8000 | 0 | 180 | 0 | 0 | 0 | 15807 | 0 | 198642 | 0 | 0 | 0 |
| JOE RINZEL | |||||||||||||
| 131965 | 0 | 5000 | 0 | 96 | 0 | 325 | 0 | 17076 | 0 | 154462 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | PART I, LINE 1B: IT IS THE PRACTICE OF THE ASSOCIATION TO INVITE THE SPOUSES OF SENIOR STAFF TO THE LEADERSHIP CONFERENCE. ANY FIRST CLASS OR BUSINESS CLASS TRAVEL BY SENIOR STAFF MUST BE PRE-APPROVED BY THE PRESIDENT. THE APPROVAL OR DISAPPROVAL OF THE REQUESTED EXPENSE IS AT THE DISCRETION OF THE PRESIDENT. DURING 2010, NO ONE TOOK ADVANTAGE OF THIS BENEFIT. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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. | |
| 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 B, LINE 15 | |
| 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 VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 616,167. | FORM 990, PART XI, LINE 5: |
| FORM 990, PART XI, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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