2021-11-15T08:35:59-06:00 2020-12-31 560747981 DIXON HUGHES GOODMAN LLP 1410 SPRING HILL ROAD SUITE 500 TYSONS VA 221023056 990 2020-01-01 042395151 RETAIL INDUSTRY LEADERS ASSOCIATION INC RETA 2028690200 99 M ST SE NO 700 WASHINGTON DC 20003 BRIAN DODGE PRESIDENT 2028690200 2021-11-15 1 BRIAN DODGE 999009999 LAKRISHA J WATSON P01677333 7039700400 2021-11-15 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z BRIAN DODGE 99 M ST SE NO 700 WASHINGTON DC 20003 17597253 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 52 0 0 0 0 0 17668477 15308608 204753 485233 0 0 17873230 15793841 413552 115688 0 0 8952465 7853997 0 0 0 9398863 7057318 18764880 15027003 -891650 766838 11891952 10312327 11697425 9070703 194527 1241624 THE RETAIL INDUSTRY LEADERS ASSOCIATION'S MISSION IS TO PROMOTE CONSUMER CHOICE AND ECONOMIC FREEDOM THROUGH PUBLIC POLICY AND INDUSTRY OPERATIONAL EXCELLENCE. 0 0 THE RETAIL INDUSTRY LEADERS ASSOCIATION (RILA) OFFERS VARIOUS EDUCATIONAL PROGRAMS DEVOTED TO SPECIFIC DISCIPLINES IN THE RETAIL INDUSTRY THAT ADDRESS CUTTING-EDGE ISSUES OF CURRENT CONCERN TO ITS MEMBERS. THESE EDUCATIONAL PROGRAMS PROVIDE AN EFFECTIVE FORUM FOR MEMBERS TO LEARN FROM INDUSTRY EXPERTS, OBTAIN UP TO THE MINUTE RILA RESEARCH, AND TO INTERACT WITH THEIR PEERS. SOME OF THE AREAS ADDRESSED INCLUDE LOGISTICS, LEADERSHIP, SAFETY AND LOSS PREVENTION. THESE CONFERENCES PROVIDE OVER 2,500 ATTENDEES WITH A BLEND OF OVER 100 EDUCATIONAL SESSIONS, PROMINENT SPEAKERS, AND EXHIBITS. RILA PROMOTES THE INTERESTS OF RETAILERS AT ALL LEVELS OF GOVERNMENT. THE GOVERNMENT RELATIONS STAFF AT RILA, TOGETHER WITH RETAIL AND SUPPLIER MEMBERS, IDENTIFY KEY ISSUES THAT IMPACT BUSINESS AND WORK TO ENSURE THAT PUBLIC POLICY, AT BOTH THE FEDERAL AND STATE LEVEL, FOSTER A SUCCESSFUL AND PROFITABLE BUSINESS ENVIRONMENT. THE ASSOCIATION OFFERS LEADERS COUNCILS AND SPECIALTY COMMITTEES THAT ADDRESS SPECIFIC, CRITICAL DISCIPLINES IN THE INDUSTRY. THESE COUNCILS AND COMMITTEES SERVE AS A UNIQUE FORUM FOR MEMBERS TO DISCUSS THE LATEST INNOVATION IN THE RETAIL INDUSTRY AND TO WORK TOGETHER TO IMPROVE THEIR BUSINESSES AS WELL AS THE INDUSTRY AS A WHOLE. SOME OF THE AREAS ADDRESSED INCLUDE SUPPLY CHAIN, DATA SECURITY, HUMAN RESOURCES, TAX AND INTERNATIONAL TRADE. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 48 0 1 52 1 0 0 0 0 0 0 0 0 X 21 21 1 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 VA X THE ASSOCIATION 2028690200 99 M ST SE NO 700 WASHINGTON DC 20003 MARY DILLON CHAIRMAN 0.50 X X 0 0 0 TODD VASOS VICE CHAIRMAN 0.25 X X 0 0 0 ALEXANDER GOURLAY SECRETARY 0.25 X X 0 0 0 RICHARD JOHNSON TREASURER 0.25 X X 0 0 0 BRIAN CORNELL IMMEDIATE PAST CHAIRMAN 0.25 X X 0 0 0 WILLIAM RHODES III EXECUTIVE COMMITTEE MEMBER 0.20 X 0 0 0 MARVIN ELLISON EXECUTIVE COMMITTEE MEMBER 0.20 X 0 0 0 RICHARD KEYES EXECUTIVE COMMITTEE MEMBER 0.20 X 0 0 0 CORIE BARRY EXECUTIVE COMMITTEE MEMBER 0.20 X 0 0 0 ALAN HOSKINS MEMBER 0.20 X 0 0 0 CRAIG MENEAR MEMBER 0.20 X 0 0 0 JOE JENSEN MEMBER 0.20 X 0 0 0 STEVE RENDLE MEMBER 0.20 X 0 0 0 JILL STANDISH MEMBER 0.20 X 0 0 0 MARK BREITBARD MEMBER 0.20 X 0 0 0 JK SYMANCYK MEMBER 0.20 X 0 0 0 FABIAN GARCIA MEMBER 0.20 X 0 0 0 MARTIN BUTLER MEMBER 0.20 X 0 0 0 DAGMAR BOGGS MEMBER 0.20 X 0 0 0 MICHAEL DUFFY MEMBER 0.20 X 0 0 0 CHIP BERGH MEMBER 0.20 X 0 0 0 JILL SOLTAU THROUGH 12312020 MEMBER 0.20 X 0 0 0 BRIAN DODGE PRESIDENT 40.00 X 597619 0 10023 DEBORAH WHITE SEVP, GENERAL COUNSEL 40.00 X 382473 0 20990 JENNIFER KEEHAN SEVP, MEMBER SERVICES 40.00 X 308710 0 26492 RICHARD HANSON SEVP, PUBLIC POLICY 40.00 X 404278 0 18953 LISA LABRUNO SEVP, RETAIL OPERATIONS & INNOVATION 40.00 X 289298 0 10023 AUSTEN JENSEN SVP, GOVERNMENT AFFAIRS 40.00 X 259274 0 9244 GILBERT TAYLOR VP, BUSINESS DEVELOPMENT 40.00 X 324664 0 26492 JASON BREWER EVP, COMMUNICATIONS & STATE 40.00 X 284085 0 15763 DAVID KOEING VP, TAX 40.00 X 217736 0 7972 SANDRA L KENNEDY FORMER PRESIDENT (OFFICER) 40.00 X 770913 0 19436 3839050 0 165388 10 1 1 0 MARRIOTT BUSINESS SERVICES PO BOX 402642 ATLANTA GA 30384 CONVENTION SERVICES 677939 O'KEEFE COMMUNICATIONS LLC 2 METRO CENTER SUITE 310 BETHESDA MD 20814 CONVENTION SERVICES 368035 MULTISTATE ASSOCIATES INC 515 KING STREET SUITE 300 ALEXANDRIA VA 22314 CONSULTING 291500 QUAD M TECH 9300 WEST COURTHOUSE ROAD SUITE 31 MANASSAS VA 20110 CONSULTING 267369 POLINGER LLC 5530 WISCONSIN AVE NW CHEVY CHASE MD 20815 PROPERTY MANAGEMENT 257147 12 MEMBERSHIP DUES 900099 6845430 6845430 EDUCATIONAL PROGRAMS 900099 6127622 6127622 LEADERS COUNCILS/COMMITTEES 900099 1407166 1407166 SPECIAL PROJECTS 900099 598750 598750 RETAIL SUSTAINABILITY INITIATIVE 900099 301224 301224 28416 28416 15308608 148825 148825 2139820 1794610 8802 345210 -8802 336408 336408 15793841 15308608 0 485233 X 115688 2498857 4501180 123048 300805 430107 155433 45852 45953 1721100 31144 334789 540430 1372535 41882 1911219 303444 94833 MEMBERSHIP DUES 196764 SUBSCRIPTIONS & PUBLICA 181379 ALL OTHER EXPENSES 61967 STAFF TRAINING 11751 6843 15027003 1102556 846451 64257 68543 664163 296912 776240 532911 1663050 848587 1116718 814463 7925423 7510780 32095 32095 210500 210172 11891952 10312327 1487923 1504973 9357301 6009681 852201 1556049 11697425 9070703 X 194527 1241624 194527 1241624 11891952 10312327 766838 280259 0 X X 0 1 X 1 0 0 0 0 6845430 2059829 2059829 4617735 -2557906 FORM 990, SCHEDULE C, PART I-A, LINE 1 RILA FOCUSES ON PRIORITIES THAT POLICYMAKERS CAN ADVANCE TO EMPOWER RETAILERS TO CONTINUE TO INVEST IN THEIR LOCAL COMMUNITIES AND CREATE JOBS. 957935 417694 540241 705115 430893 274222 814463 DEFERRED RENT 1022864 DEFERRED COMPENSATION 533185 1556049 X 16028147 280259 280259 15747888 45953 45953 15793841 14981050 0 14981050 45953 45953 15027003 PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES AS A QUALIFYING NOT-FOR-PROFIT 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 ORGANIZATION HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF DECEMBER 31, 2020 OR 2019. 1 NATIONAL RETAIL FEDERATION 325 7TH STREET NW SUITE 1100 WASHINGTON DC 20004 135582627 501(C)(6) 66000 GENERAL SUPPORT 0 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 0 0 0 SANDRA L KENNEDY FORMER PRESIDENT (OFFICER) 94913 0 676000 0 0 0 8550 0 10886 0 790349 0 0 0 BRIAN DODGE PRESIDENT 597619 0 0 0 0 0 8550 0 1473 0 607642 0 0 0 RICHARD HANSON SEVP, PUBLIC POLICY 404278 0 0 0 0 0 2208 0 16745 0 423231 0 0 0 DEBORAH WHITE SEVP, GENERAL COUNSEL 382473 0 0 0 0 0 8550 0 12440 0 403463 0 0 0 GILBERT TAYLOR VP, BUSINESS DEVELOPMENT 97923 0 226741 0 0 0 8550 0 17942 0 351156 0 0 0 JENNIFER KEEHAN SEVP, MEMBER SERVICES 308710 0 0 0 0 0 8550 0 17942 0 335202 0 0 0 JASON BREWER EVP, COMMUNICATIONS & STATE 284085 0 0 0 0 0 8550 0 7213 0 299848 0 0 0 LISA LABRUNO SEVP, RETAIL OPERATIONS & INNOVATION 289298 0 0 0 0 0 8550 0 1473 0 299321 0 0 0 AUSTEN JENSEN SVP, GOVERNMENT AFFAIRS 259274 0 0 0 0 0 7771 0 1473 0 268518 0 0 0 DAVID KOEING VP, TAX 217736 0 0 0 0 0 6504 0 1468 0 225708 0 0 0 PART I, LINE 1A TYPE OF BENEFIT: GROSS UP PAYMENTS ON GIFT CARDS LISTED PERSONS WHO RECEIVED BENEFIT AND NUMBER OF LISTED PERSONS THAT RECEIVED BENEFIT: 9 OFFICERS, KEY EMPLOYEES, & HIGHEST COMPENSATED EMPLOYEES WAS BENEFIT TREATED AS TAXABLE COMPENSATION TO LISTED PERSON: YES, TAXABLE AND GROSSED UP FOR TAXES 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 2 WILLIAM RHODES AND TODD VASOS (BUSINESS RELATIONSHIP) WILLIAM RHODES AND JILL SOLTAU (BUSINESS RELATIONSHIP) FORM 990, PART VI, SECTION A, LINE 6 RILA HAS THREE CLASSES OF MEMBERSHIP: RETAIL, PRODUCT MANUFACTURER AND ASSOCIATE. ONLY THE RETAIL MEMBERS ARE ENTITLED TO VOTE ON THE ELECTION OF MEMBERS TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A RILA HAS THREE CLASSES OF MEMBERSHIP: RETAIL, PRODUCT MANUFACTURER AND ASSOCIATE. ONLY THE RETAIL MEMBERS ARE ENTITLED TO VOTE ON THE ELECTION OF MEMBERS TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B EXCEPT AS SET FORTH IN THE NEXT SENTENCE, EACH RETAIL MEMBER AND PRODUCT MANUFACTURER MEMBER SHALL BE ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERS. PRODUCT MANUFACTURER MEMBERS SHALL NOT BE ELIGIBLE TO VOTE ON (I) THE ELECTION OF MEMBERS TO THE BOARD OF DIRECTORS, OR (II) ANY AMENDMENT TO THE CERTIFICATE OF INCORPORATION. FORM 990, PART VI, SECTION B, LINE 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 WORK FORCE, RILA HAS INSTITUTED A COMPENSATION AND PERFORMANCE MANAGEMENT PROGRAM TO PAY EMPLOYEES IN A FAIR AND EQUITABLE MANNER BASED UPON DEMONSTRATED JOB PERFORMANCE AND IN ACCORDANCE WITH ITS EQUAL EMPLOYMENT OPPORTUNITY POLICY. PERFORMANCE APPRAISALS AND COMPENSATION REVIEWS ARE TWO SEPARATE PROCESSES. PERFORMANCE REVIEWS DO NOT ALWAYS REQUIRE COMPENSATION ACTION. THE PERFORMANCE OF AN EMPLOYEE IS EVALUATED CONTINUOUSLY BY HIS/HER MANAGER. COMPENSATION INCREASES AT RILA ARE BASED ON AN EMPLOYEE'S PERFORMANCE, POSITION AND LEVEL OF CURRENT PAY. EMPLOYEES WHO RECEIVE BELOW AVERAGE PERFORMANCE REVIEWS ARE INELIGIBLE FOR COMPENSATION INCREASES. RILA'S COMPENSATION PRACTICES ARE BASED ON THE COMPANY'S WAGE AND SALARY GUIDELINES. FORM 990, PART VI, SECTION C, LINE 19 RILA MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC THROUGH THE SECRETARY OF STATE OF NEW YORK AND ITS FINANCIAL DOCUMENTS AVAILABLE THROUGH THE PUBLIC DISCLOSURE OF THE 990. FORM 990, PART IX, LINE 11G CONSULTANTS 1,721,100. PART XII, LINE 2C NO CHANGE FROM PRIOR YEAR