2024-11-07T07:09:41-06:00 2023-12-31 420714325 RSM US LLP 1001 WATER ST STE 500 TAMPA FL 33602 990 2023-01-01 042395151 RETAIL INDUSTRY LEADERS ASSOCIATION INC RETA 2028690200 99 M STREET SE 700 WASHINGTON DC 20003 BRIAN DODGE PRESIDENT 2028690200 2024-11-06 1 1 KRISTEN BARNETT P01234578 8133162300 2024-11-06 2023 2024-10-15 13:58:12Z BRIAN DODGE 99 M STREET SE 700 WASHINGTON DC 20003 19459033 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 21 65 0 0 0 0 0 19100766 19213687 183223 114111 0 10784 19283989 19338582 57115 34546 0 0 8749144 9570814 0 0 0 9266379 8977228 18072638 18582588 1211351 755994 17668458 20948337 17399681 19342695 268777 1605642 OUR MISSION IS THE CONVENE DECISION-MAKERS, ADVOCATE FOR THE INDUSTRY, AND PROMOTE OPERATIONAL EXCELLENCE AND INNOVATION. OUR AIM IS TO ELEVATE A DYNAMIC INDUSTRY BY TRANSFORMING THE ENVIRONMENT IN WHICH RETAILERS OPERATE. 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, LEGAL, LEADERSHIP, SAFETY AND LOSS PREVENTION. THESE CONFERENCES PROVIDE OVER 3,500 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, FOSTERS A SUCCESSFUL AND PROFITABLE BUSINESS ENVIRONMENT. THE ASSOCIATION OFFERS MORE THAN 40 LEADERS COUNCILS AND SPECIALTY COMMITTEES THAT ADDRESS SPECIFIC, CRITICAL DISCIPLINES IN THE INDUSTRY. THESE COUNCILS AND COMMITTEES SERVE AS A UNIQUE FORUM FOR EXECUTIVES FROM RILA'S MORE THAN 110 MEMBER COMPANIES TO DISCUSS THE LATEST INNOVATION IN THE RETAIL INDUSTRY AND TO WORK TOGETHER TO IMPROVE THEIR BUSINESSES AS WELL AS THE INDUSTRY. SOME OF THE AREAS ADDRESSED INCLUDE SUPPLY CHAIN, DATA SECURITY, HUMAN RESOURCES, TAX, AND INTERNATIONAL TRADE. 0 0 0 1 0 0 0 0 0 1 0 0 1 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 65 0 1 65 1 0 0 0 0 0 0 1 0 X 21 21 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 VA X STEPHANIE STANDISH 2028690200 99 M STREET SE 700 WASHINGTON DC 20003 BRIAN CORNELL DIRECTOR 0.25 X 0 0 0 WILLIAM RHODES EXECUTIVE COMMITTEE MEMBER 0.25 X X 0 0 0 DICK JOHNSON IMMEDIATE PAST CHAIR (UNTIL 01/23) 0.25 X X 0 0 0 MARVIN ELLISON EXEC. COMMITTEE MEMBER (UNTIL 01/23) 0.25 X X 0 0 0 JILL STANDISH DIRECTOR 0.25 X 0 0 0 RICHARD KEYES TREASURER 0.25 X X 0 0 0 MARK BREITBARD DIRECTOR 0.25 X 0 0 0 JK SYMANCYK EXECUTIVE COMMITTEE MEMBER 0.25 X X 0 0 0 CORIE BARRY CHAIR 0.25 X X 0 0 0 DAGMAR BOGGS DIRECTOR (UNTIL 01/23) 0.00 X 0 0 0 CHIP BERGH DIRECTOR 0.25 X 0 0 0 KARYN SCHOENBART DIRECTOR (UNTIL 01/23) 0.25 X 0 0 0 SHELLEY BRANSTEN DIRECTOR 0.25 X 0 0 0 MARK LAVIGNE DIRECTOR 0.25 X 0 0 0 ERIK NORDSTROM DIRECTOR 0.25 X 0 0 0 RODNEY MCMULLEN DIRECTOR 0.25 X 0 0 0 RON COUGHLIN DIRECTOR 0.25 X 0 0 0 DAVID KIMBELL EXECUTIVE COMMITTEE MEMBER 0.25 X X 0 0 0 JEFFREY LAVERS DIRECTOR (UNTIL 05/23) 0.25 X 0 0 0 ALEC GEFRIDES DIRECTOR (UNTIL 05/23) 0.25 X 0 0 0 TED DECKER DIRECTOR 0.25 X 0 0 0 STEVE SMITH DIRECTOR 0.25 X 0 0 0 PAMELA STEWART DIRECTOR 0.25 X 0 0 0 DON UNSER DIRECTOR 0.25 X 0 0 0 MICHELE GASS DIRECTOR 0.25 X 0 0 0 JON CARSON DIRECTOR 0.25 X 0 0 0 KARINA CHAVEZ DIRECTOR 0.25 X 0 0 0 JEFF OWEN EXEC. COMMITTEE MEMBER (UNTIL 10/23) 0.25 X X 0 0 0 MICHELLE PELUSO DIRECTOR (UNTIL 06/23) 0.25 X 0 0 0 BRIAN DODGE PRESIDENT 40.00 X 1137745 0 38743 RICHARD HANSON SEVP, PUBLIC POLICY 40.00 X 486830 0 37936 DEBORAH WHITE SEVP & GENERAL COUNSEL 40.00 X 458681 0 21320 LISA LABRUNO SEVP, RETAIL OPERATIONS 40.00 X 423393 0 13030 JASON BREWER SEVP, COMMUNICATIONS & MARKETING 40.00 X 382403 0 21416 BREANA MURPHY SEVP, PARTNERSHIPS & EVENTS 40.00 X 328854 0 22916 GILBERT TAYLOR SVP, BUSINESS DEVELOPMENT 40.00 X 399040 0 39320 AUSTEN JENSEN EVP GOVERNMENT AFFAIRS 40.00 X 328581 0 13025 KATHLEEN MCGUIGAN VP & DEPUTY GENERAL COUNSEL 40.00 X 282993 0 31253 NICHOLAS AHRENS SVP STRATEGY, INNOVATION & CONTENT 40.00 X 269246 0 34409 EVAN ARMSTRONG VP, WORKFORCE 40.00 X 213815 0 14102 4711581 0 287470 27 0 1 0 MARRIOTT BUSINESS SERVICES PO BOX 402642 ATLANTA GA 30384 CONVENTION SERVICES 931643 POLINGER LLC 5530 WISCONSIN AVE CHEVY CHASE MD 20815 PROPERTY MANAGEMENT 920651 MULTISTATE ASSOCIATES 515 KING STREET ALEXANDRIA VA 22314 CONSULTING 616585 THAT'S YOUR BALLGAME LLC 147 N VISTA STREET LOS ANGELES CA 90036 CONVENTION SERVICES 515077 SECURED CYBER SERVICES 10432 BALLS FORD ROAD MANASSAS VA 20109 CONSULTING 430319 19 MEMBERSHIP DUES 900099 8780349 8780349 EDUCATIONAL PROGRAMS 900099 7862715 4442460 3420255 LEADERS' COUNCIL & COM 900099 1794603 1794603 SPECIAL PROJECTS 900099 334919 334919 SPECIAL DUES ASSESSMEN 900099 256201 256201 184900 184900 19213687 234562 234562 110183 10268 -110183 -10268 -120451 -120451 OTHER INCOME 900099 10784 1784 9000 10784 19338582 15795216 0 3543366 X 34546 3149259 5305846 221833 394903 498973 409464 54125 47898 2071629 32501 238422 635131 820551 137476 3639642 229895 95659 MEMBERSHIP DUES 197180 SUBSCRIPTIONS & PUBLICA 178660 TRAINING 32723 156272 18582588 1918776 2561887 62109 2619753 837829 745990 664154 752507 1657476 1277584 479408 379892 7130966 7018667 32095 32095 6543121 6837546 17668458 20948337 2286842 1787825 6931203 10061056 8181636 7493814 17399681 19342695 X 268777 1605642 268777 1605642 17668458 20948337 755994 580871 0 X X 0 1 X 1 0 0 0 0 8780349 2130026 2130026 5839328 -3709302 920332 709393 210939 737144 568191 168953 379892 DEFERRED COMP ASSET 839271 ARTWORK 9728 RIGHT OF USE ASSETS 5802736 SECURITY DEPOSIT 185811 6837546 DEFERRED COMP LIABILITY 839271 LEASE LIABILITY 6654543 7493814 X 19871555 580871 580871 19290684 47898 47898 19338582 18534690 0 18534690 47898 47898 18582588 PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES AS A QUALIFYING NOT-FORPROFIT ORGANIZATION UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE; ACCORDINGLY, THESE FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. THE ASSOCIATION HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF DECEMBER 31, 2023 OR 2022. 1 FORD'S THEATRE SOCIETY 514 TENTH STREET NW WASHINGTON DC 20004 526073157 501(C)(3) 15000 0 GENERAL SUPPORT THE LOSS PREVENTION FOUNDATION 128 FAST LANE SUITE 203 MOORESVILLE NC 28117 205822618 501(C)(6) 6000 0 GENERAL SUPPORT 1 1 PART I, LINE 2: GENERAL SUPPORT CONTRIBUTIONS TO RECOGNIZED 501(C)(3), 501(C)(4), AND 501(C)(6) ORGANIZATIONS ARE NOT SUBJECT TO MONITORING. X 0 1 X X 0 0 0 BRIAN DODGE PRESIDENT 687565 0 450000 0 180 0 11550 0 27193 0 1176488 0 0 0 RICHARD HANSON SEVP, PUBLIC POLICY 451314 0 35000 0 516 0 11550 0 26386 0 524766 0 0 0 DEBORAH WHITE SEVP & GENERAL COUNSEL 425889 0 32000 0 792 0 11550 0 9770 0 480001 0 0 0 GILBERT TAYLOR SVP, BUSINESS DEVELOPMENT 134819 0 0 0 264221 0 11550 0 27770 0 438360 0 0 0 LISA LABRUNO SEVP, RETAIL OPERATIONS 378877 0 44000 0 516 0 11550 0 1480 0 436423 0 0 0 JASON BREWER SEVP, COMMUNICATIONS & MARKETING 357223 0 25000 0 180 0 11550 0 9866 0 403819 0 0 0 BREANA MURPHY SEVP, PARTNERSHIPS & EVENTS 301674 0 27000 0 180 0 11550 0 11366 0 351770 0 0 0 AUSTEN JENSEN EVP GOVERNMENT AFFAIRS 315461 0 13000 0 120 0 11545 0 1480 0 341606 0 0 0 KATHLEEN MCGUIGAN VP & DEPUTY GENERAL COUNSEL 269469 0 12000 0 1524 0 10046 0 21207 0 314246 0 0 0 NICHOLAS AHRENS SVP STRATEGY, INNOVATION & CONTENT 255138 0 14000 0 108 0 7901 0 26508 0 303655 0 0 0 EVAN ARMSTRONG VP, WORKFORCE 213707 0 0 0 108 0 7650 0 6452 0 227917 0 0 0 PART I, LINE 1A TYPE OF BENEFIT: GROSS UP PAYMENTS ON GIFT CARDS WAS BENEFIT TREATED AS TAXABLE COMPENSATION TO LISTED PERSON PART I, LINE 1B THE PRESIDENT AND VP, ADMINISTRATION DETERMINE WHICH EMPLOYEE LIFE EVENTS WARRANT A STAFF GIFT WHICH WE THEN GROSS UP. THIS IS NOT A FIXED, REOCCURRING, OR GUARANTEED BENEFIT BUT RATHER A STAFF GIFT FOR SPECIFIC SITUATIONS. THESE PURCHASES ARE GIFTS RELATED TO RILA STAFF FUNCTIONS (I.E. EMPLOYEE GIFT CARDS AT CHRISTMAS) OR MAJOR LIFE EVENTS (I.E. THE BIRTH/ADOPTION OF A CHILD OR DEATH OF A FAMILY MEMBER) FOR WHICH RILA IS REQUIRED TO PAY TAX. 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 MEMBER 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 11B 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 12C CONFLICT OF INTEREST CERTIFICATIONS ARE COMPLETED BEFORE NEW DIRECTORS JOIN THE BOARD AND ANNUALLY FOR ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES. THE POLICY PROVIDES FOR ENFORCEMENT IF NEEDED. 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 WORKFORCE, 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 FOR THE SAME PERIOD OF DISCLOSURE SET FORTH IN SECTION 6104(D). FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES 2,071,629. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS.