NATIONAL ASSOCIATION OF CHAIN DRUG STORES INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL ASSOCIATION OF CHAIN DRUG STORES INC (EIN 13-5582579)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202533149349305398
- Schema version
- 2024v5.2
- 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) |
|---|---|---|
| Return | 2025-11-10T15:37:34-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7351 OFFICE PARK PLACE | AddressLine1Txt |
| City | MELBOURNE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 329408229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135582579 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL ASSOCIATION OF CHAIN DRUG STORE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 7035493001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1776 WILSON BLVD STE 200 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 222092516 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID M FITZSIMMONS | PersonNm |
| Person Title | SVP FINANCE & ADMIN | PersonTitleTxt |
| Phone | 7035493001 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLI PECK | PreparerPersonNm |
| PTIN | P01423033 | PTIN |
| Phone | 3217516200 | PhoneNum |
| Preparation | 2025-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEVEN C ANDERSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1776 WILSON BLVD STE 200 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 222092516 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $616,178,865 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.NACDS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1933 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | TO ADVANCE THE INTERESTS AND OBJECTIVES OF THE CHAIN COMMUNITY PHARMACY INDUSTRY, BY FOSTERING ITS GROWTH AND PROMOTING ITS ROLE AS A PROVIDER OF HEALTHCARE SERVICES AND CONSUMER PRODUCTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 51 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $49,766 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $37,973 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $51,950 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $37,157,463 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $38,577,056 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,828,581 | PYInvestmentIncomeAmt |
| CY Investment Income | $325,495,985 | CYInvestmentIncomeAmt |
| PY Other Revenue | $279,883 | PYOtherRevenueAmt |
| CY Other Revenue | $27,648 | CYOtherRevenueAmt |
| PY Total Revenue | $40,317,877 | PYTotalRevenueAmt |
| CY Total Revenue | $364,100,689 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $63,260 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $39,934 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $17,613,166 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $19,042,922 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $22,004,956 | PYOtherExpensesAmt |
| CY Other Expenses | $25,602,119 | CYOtherExpensesAmt |
| PY Total Expenses | $39,681,382 | PYTotalExpensesAmt |
| CY Total Expenses | $44,684,975 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $636,495 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $319,415,714 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $104,722,094 | TotalAssetsBOYAmt |
| Total Assets EOY | $623,210,740 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $33,649,597 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $34,365,700 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $71,072,497 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $588,845,040 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ADVANCE THE INTERESTS AND OBJECTIVES OF THE CHAIN COMMUNITY PHARMACY INDUSTRY, BY FOSTERING ITS GROWTH AND PROMOTING ITS ROLE AS A PROVIDER OF HEALTHCARE SERVICES AND CONSUMER PRODUCTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | ANNUAL MEETING - 2,000+ REGISTRANTS. DIRECTORS AND OFFICERS ARE ELECTED. KEY ADDRESSES BY CHAIRMAN OF THE BOARD, PRESIDENT, AND GUEST SPEAKERS. PROVIDES ATTENDEES INFORMATION REGARDING BUSINESS, MANAGEMENT, MERCHANDISING, OPERATIONS, ETC. PROVIDES A FORUM FOR EXECUTIVE-LEVEL MEETINGS BETWEEN CHAIN DRUG MEMBERS AND SUPPLIER PARTNERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONFERENCES AND TRADE SHOWS - 4,000+ REGISTRANTS. TWO CONFERENCES HELD ANNUALLY. TOPICS ADDRESSED INCLUDE GENERAL MERCHANDISING TRENDS, PHARMACY AND PROFESSIONAL ISSUES, HEALTH AND WELLNESS, AND OPERATIONAL CONCERNS OF REGIONAL CHAIN DRUG STORE RETAILERS. EXHIBIT HALL FORMAT WITH SOME GENERAL BUSINESS SESSIONS INCLUDED. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL AND STATE GOVERNMENT AFFAIRS PROGRAMS - CONGRESSIONAL RELATIONS PROGRAM DESIGNED TO COMMUNICATE INDUSTRY ISSUES OF CONCERN TO MEMBERS OF CONGRESS; LEGISLATIVE AND REGULATORY LIAISON DESIGNED TO KEEP MEMBERS INFORMED ON IMPORTANT LEGISLATIVE AND REGULATORY DEVELOPMENTS. SIMILAR PROGRAM AT THE STATE GOVERNMENT LEVEL. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PHARMACY OPERATIONS AND PATIENT CARE PROGRAMS - VARIOUS PROGRAMS TO DEMONSTRATE AND COMMUNICATE THE VALUE OF PHARMACY SERVICES IN IMPROVING HEALTH OUTCOMES AND LOWERING OVERALL HEALTHCARE COSTS. INCLUDES WORKING WITH OTHER ALLIED TRADE ASSOCIATIONS AND STATE BOARDS OF PHARMACY TO ADDRESS PHARMACY PRACTICES AND PROFESSIONAL ISSUES WHICH AFFECT CHAIN DRUG STORE OPERATIONS. ALSO PROVIDE ONLINE EDUCATIONAL COURSES FORPHARMACISTS.OTHER PROGRAM SERVICES - VARIOUS OTHER SERVICES TO MEMBERS INCLUDING REGULATORY GUIDANCE ON INDUSTRY ISSUES, LEGAL SUPPORT ON INDUSTRY MATTERS, MEMBERSHIP DIRECTORY, PUBLIC RELATIONS AND COMMUNICATIONS, AND FRONT-END RETAIL SUPPORT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (1) | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 82 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 51 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID M FITZSIMMONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7035493001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1776 WILSON BLVD STE 200 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 222092516 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| KEVIN HOST | |||||||||
| CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| RICK GATES | |||||||||
| VICE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DAVID WARNER | |||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| BRAD COCHRAN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RANDY EDEKER | |||||||||
| DIRECTOR (THRU 8/1/24) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LYNNE FRUTH | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| OMER GAJIAL | |||||||||
| DIRECTOR (THRU 9/1/24) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEREMY GOSCH | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARK GRIFFIN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SEAN JACKSON | |||||||||
| DIRECTOR (THRU 10/1/24) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| NIMESH JHAVERI | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICK KEYES | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| COLLEEN LINDHOLZ | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT NARVESON | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARTIN OTTO | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANDRE PERSAUD | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAIN RUSK | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KAREN STANIFORTH | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SHARON STERNHEIM | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MIKE STIGERS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JIM TSIPAKIS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MIKE WYSONG | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JENNI ZILKA | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEVEN C ANDERSON FASAE CAE IOM | |||||||||
| PRESIDENT & CEO | 39.00 | Yes (X) | $3,025,333 | $0 | $85,186 | 1.00 | |||
| DAVID FITZSIMMONS | |||||||||
| SVP FINANCE | 38.00 | Yes (X) | $587,602 | $0 | $64,786 | 2.00 | |||
| JAMES WHITMAN | |||||||||
| SVP MEMBER PROGRAMS/SERVICES | 40.00 | $1,180,998 | $0 | $83,198 | Yes (X) | ||||
| CHRISTIE BOUTTE | |||||||||
| SVP REIMB, ADVOCACY & INNOVATION | 40.00 | $828,212 | $0 | $53,516 | Yes (X) | ||||
| CHRIS KRESE | |||||||||
| SVP CONGRESSIONAL RELATIONS | 40.00 | $778,065 | $0 | $68,790 | Yes (X) | ||||
| MICHAEL AYOTTE | |||||||||
| SVP PHARMACY TRANSFROM & ADVOC | 40.00 | $491,181 | $0 | $71,698 | Yes (X) | ||||
| SARA ROSZAK | |||||||||
| SVP HEALTH & WELLNESS STRATEGY | 30.00 | $501,212 | $0 | $86,886 | 10.00 | Yes (X) | |||
| KEVIN NICHOLSON | |||||||||
| VP REGULATORY AFF | 40.00 | $387,160 | $0 | $59,223 | Yes (X) | ||||
| TERRENCE ARTH | |||||||||
| VP MEMBER PROGRAMS | 40.00 | $426,254 | $0 | $62,186 | Yes (X) | ||||
| SANDRA KAY GUCKIAN | |||||||||
| VP STATE GOVT | 40.00 | $339,531 | $0 | $43,131 | Yes (X) | ||||
| WILLIAM TIGHE | |||||||||
| VP FEDERAL AFFAIRS | 40.00 | $349,969 | $0 | $58,491 | Yes (X) | ||||
| HEIDI ECKER | |||||||||
| VP GOV, POLITICAL & DIGITAL ENG | 40.00 | $305,645 | $0 | $53,776 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $9,201,162 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $790,867 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 45 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NAHIGIAN STRATEGIES | |||||
| 1455 PENNSYLVANIA AVE 100 | WASHINGTON | DC | 20004 | PUBLIC RELATIONS/ADVERTISING | $2,160,858 |
| ONSTAGE TALENT GROUP | |||||
| 23801 CALABASAS RD 2010 | CALABASAS | CA | 91302 | EVENT ENTERTAINMENT | $2,148,749 |
| MANATT PHELPS & PHILLIPS LLP | |||||
| 2049 CENTURY PARK E 1700 | LOS ANGELES | CA | 90067 | LEGAL COUNSEL | $1,722,547 |
| FREEMAN EXHIBITIONS | |||||
| PO BOX 734596 | DALLAS | TX | 75373 | TRADE SHOW INSTALLATION/MGT | $1,151,089 |
| FOH PRODUCTIONS | |||||
| 7205 W BUCKEYE RD 400 | PHOENIX | AZ | 85043 | CONVENTION AUDIO VISUAL | $1,146,052 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 33 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|---|
| CONFERENCE/TRADESHOW | 541800 | $27,405,731 | $15,000 | $27,390,731 | |
| MEMBERSHIP DUES | 900099 | $10,762,073 | $10,762,073 | ||
| LEGAL/COALITION SUPPOR | 900099 | $374,486 | $374,486 | ||
| ADVERTISING | 541800 | $34,766 | $34,766 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $38,577,056 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $66,925,111 | TotalRevenueColumnAmt |
| Exclusion | $66,925,111 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,648 | TotalRevenueColumnAmt |
| Exclusion | $27,648 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $253,822,852 | SecuritiesAmt |
| Other | $256,826,198 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $251,685,239 | SecuritiesAmt |
| Other | $392,937 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,137,613 | SecuritiesAmt |
| Other | $256,433,261 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $258,570,874 | TotalRevenueColumnAmt |
| Exclusion | $258,570,874 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $364,100,689 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,136,559 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $49,766 | UnrelatedBusinessRevenueAmt |
| Exclusion | $352,914,364 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,934 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,060,560 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,417,764 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $840,053 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000,476 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $724,069 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,481,909 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,888 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,123,454 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,691 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,352,112 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,925,161 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $399,048 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $827,805 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,209,013 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $566,163 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,788,520 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,566 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,037 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| CREDIT CARD AND BANK FE | $695,366 |
| DUES AND SUBSCRIPTIONS | $634,827 |
| TAX EXPENSE | $476,429 |
| SPONSORSHIP/POLITICAL C | $156,050 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,080 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,684,975 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,185,207 | BOYAmt |
| EOY | $2,073,389 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,457,603 | BOYAmt |
| EOY | $330,837,451 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $381,461 | BOYAmt |
| EOY | $1,590,181 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,804,186 | BOYAmt |
| EOY | $4,785,797 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,540,564 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,131,160 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $428,476 | BOYAmt |
| EOY | $409,404 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,310,580 | BOYAmt |
| EOY | $79,684,648 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,900,000 | BOYAmt |
| EOY | $195,229,607 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,254,581 | BOYAmt |
| EOY | $8,600,263 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,722,094 | BOYAmt |
| EOY | $623,210,740 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,736,526 | BOYAmt |
| EOY | $6,583,673 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,698,398 | BOYAmt |
| EOY | $19,751,344 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,214,673 | BOYAmt |
| EOY | $8,030,683 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,649,597 | BOYAmt |
| EOY | $34,365,700 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,072,497 | BOYAmt |
| EOY | $588,845,040 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,072,497 | BOYAmt |
| EOY | $588,845,040 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,722,094 | BOYAmt |
| EOY | $623,210,740 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $319,415,714 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $198,420,829 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$64,000 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $31,500 | PoliticalExpendituresAmt |
| Expended527 Activities | $31,500 | Expended527ActivitiesAmt |
| Internal Funds Contributed | $0 | InternalFundsContributedAmt |
| Total Exempt Function Expend | $31,500 | TotalExemptFunctionExpendAmt |
| Form1120 POL Filed | Yes (1) | Form1120POLFiledInd |
Section527 Political Org Section527PoliticalOrgGrp (27 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Paid Internal FundsPaidInternalFundsAmt |
|---|---|---|---|---|---|
| ARKANSAS GROCERS & RETAIL MERCHANTS PAC | |||||
| PO BOX 21861 | LITTLE ROCK | AR | 72221 | 716059233 | $1,500 |
| CLARENCE LAM | |||||
| PO BOX 891 | COLUMBIA | MD | 21044 | 273009231 | $250 |
| FLORIDA RETAIL FEDERATION PAC | |||||
| 227 S ADAMS ST | TALLAHASSEE | FL | 32301 | 463081179 | $1,000 |
| FREINDS OF PAM BEIDLE | |||||
| 17 W COURTLAND ST STE 210 | BEL AIR | MD | 21014 | 522076022 | $500 |
| FRIENDS OF AMY PAULIN | |||||
| 99 WASHINGTON AVENUE STE 402 | ALBANY | NY | 12210 | 134130364 | $500 |
| FRIENDS OF HEATHER BAGNALL | |||||
| 1521 RITCHIE HIGHWAY PO BOX 129 | ARNOLD | MD | 21012 | 823890313 | $500 |
| FRIENDS OF JAMES SCOUFIS | |||||
| 99 WASHINGTON AVENUE STE 402 | ALBANY | NY | 12210 | 922156502 | $750 |
| FRIENDS OF JOSELINE PENA-MELNYK | |||||
| PO BOX | COLLEGE PARK | MD | 20741 | 204614730 | $500 |
| FRIENDS OF JUSTIN READY | |||||
| PO BOX 402 | WESTMINSTER | MD | 21158 | 426651234 | $500 |
| FRIENDS OF NIC KIPKE | |||||
| PO BOX 862 | PASADENA | MD | 21122 | 201393106 | $250 |
| FRIENDS OF PATRICIA FAHY | |||||
| 99 WASHINGTON AVENUE STE 402 | ALBANY | NY | 12210 | 991226848 | $500 |
| FRIENDS OF STEVE JOHNSON | |||||
| 305 FORDS LANE | ABERDEEN | MD | 21001 | 825105750 | $500 |
| FRIENDS OF TOBY STAVISKY | |||||
| 99 WASHINGTON AVENUE STE 402 | ALBANY | NY | 12210 | 932830136 | $500 |
| GEORGIA RETAIL ASSOCIATION | |||||
| 227 S ADAMS ST | TALLAHASSEE | FL | 32301 | 912066305 | $1,000 |
| GUSTAVO RIVERA FOR STATE SENATE | |||||
| 99 WASHINGTON AVENUE STE 402 | ALBANY | NY | 12210 | 272478542 | $1,000 |
| ILLINOIS RETAIL MERCHANTS ASSOCIATION | |||||
| 53 W JACKSON BLVD SUITE 518 | CHICAGO | IL | 60604 | 362352996 | $1,500 |
| INDIANA RETAILERS POLITICAL ACTION COMMITTEE | |||||
| 1701 E EDGEWOOD AVE 17344 | INDIANAPOLIS | IN | 46217 | 350242682 | $4,000 |
| JEREMY COONEY FOR STATE SENATE | |||||
| 99 WASHINGTON AVENUE STE 402 | ALBANY | NY | 12210 | 922403453 | $500 |
| MAINSTREET MERCHANTS FOR A BETTER NC INC | |||||
| PO BOX 1030 | RALEIGH | NC | 27602 | 454057111 | $1,500 |
| MCDONALD FOR ASSEMBLY | |||||
| 99 WASHINGTON AVENUE STE 402 | ALBANY | NY | 12210 | 455212860 | $750 |
| MD RETAILERS ALLIANCE PAC | |||||
| 171 CONDUIT ST | ANNAPOLIS | MD | 21401 | 520575864 | $1,000 |
| NYS DEMOCRATIC COMMITTEE HOUSEKEEPING ACCOUNT | |||||
| 99 WASHINGTON AVENUE STE 402 | ALBANY | NY | 12210 | 130628260 | $5,000 |
| PATTY FOR WASHINGTON | |||||
| PO BOX 20792 | SEATTLE | WA | 98102 | 425315866 | $1,500 |
| SC RETAIL ASSN PAC | |||||
| PO BOX 1030 | RALEIGH | NC | 27602 | 201926761 | $1,500 |
| STEVE HERSHEY | |||||
| 104 WYE VIEW RD | QUEENSTOWN | MD | 21658 | 272986910 | $500 |
| TENNESSEE PHARMACISTS ASSOCIATION | |||||
| PO BOX 190067 | NASHVILLE | TN | 37219 | 621106648 | $1,000 |
| WASHINGTON STATE PHARMACY ASSOCIATION PAC | |||||
| 411 WILLIAMS AVE S | RENTON | WA | 98057 | 910462190 | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | Yes (1) | AgreeCarryoverPriorYearInd |
| Dues Assessments | $10,762,073 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $6,641,184 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | $294,040 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | $6,935,224 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $4,304,829 | AggregateReportedDuesNtcAmt |
| Carried Over | $2,630,395 | CarriedOverAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I-A, LINE 1: | FormAndLineReferenceDesc |
| Explanation | CORPORATE CONTRIBUTIONS ARE MADE TO STATE POLITICAL PARTIES AND STATE POLITICAL CANDIDATES WHERE ALLOWED BY LAW. | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,106,362 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,983,330 | DepreciationAmt |
| Book Value | $123,032 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,045,220 | OtherCostOrOtherBasisAmt |
| Depreciation | $761,914 | DepreciationAmt |
| Book Value | $283,306 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,388,982 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,385,916 | DepreciationAmt |
| Book Value | $3,066 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $409,404 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN SURESCRIPTS | Desc |
| Book Value | $195,229,607 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $195,229,607 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $8,030,683 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,030,683 | TotalLiabilityAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| MT VERNON LADIES ASSN | ||||||||
| PO BOX 110 | MT VERNON | VA | 22121 | 540564701 | 501(C)(3) | $15,000 | $0 | ANNUAL FUNDRAISING DINNER |
| AMERICAN SOC OF ASSN EXECS | ||||||||
| 1575 EYE ST NW | WASHINGTON | DC | 20005 | 530026940 | 501(C)(6) | $17,000 | $0 | ANNUAL FUNDRAISING DINNER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | TAXPAYER DOES NOT MAKE FORMAL GRANTS, BUT MAY GIVE TO OTHER 501(C) ORGS AS MEMORIAL CONTRIBUTIONS FOR INDUSTRY MEMBERS, OR TO SUPPORT THE ANNUAL DINNERS OF LOCAL TRADE ASSOCIATIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEVEN C ANDERSON FASAE CAE IOM | ||||||||||||||
| PRESIDENT & CEO | $1,734,850 | $0 | $1,266,122 | $0 | $24,361 | $0 | $57,500 | $0 | $123,023 | $0 | $3,205,856 | $0 | $0 | $0 |
| JAMES WHITMAN | ||||||||||||||
| SVP MEMBER PROGRAMS/SERVICES | $795,902 | $0 | $373,971 | $0 | $11,125 | $0 | $57,500 | $0 | $35,374 | $0 | $1,273,872 | $0 | $0 | $0 |
| CHRISTIE BOUTTE | ||||||||||||||
| SVP REIMB, ADVOCACY & INNOVATION | $432,184 | $0 | $395,218 | $0 | $810 | $0 | $34,500 | $0 | $26,987 | $0 | $889,699 | $0 | $0 | $0 |
| CHRIS KRESE | ||||||||||||||
| SVP CONGRESSIONAL RELATIONS | $641,434 | $0 | $135,389 | $0 | $1,242 | $0 | $34,500 | $0 | $45,026 | $0 | $857,591 | $0 | $0 | $0 |
| DAVID FITZSIMMONS | ||||||||||||||
| SVP FINANCE | $440,754 | $0 | $142,888 | $0 | $3,960 | $0 | $34,500 | $0 | $40,922 | $0 | $663,024 | $0 | $0 | $0 |
| SARA ROSZAK | ||||||||||||||
| SVP HEALTH & WELLNESS STRATEGY | $413,095 | $0 | $87,631 | $0 | $486 | $0 | $56,000 | $0 | $41,365 | $0 | $598,577 | $0 | $0 | $0 |
| MICHAEL AYOTTE | ||||||||||||||
| SVP PHARMACY TRANSFROM & ADVOC | $399,704 | $0 | $84,618 | $0 | $6,859 | $0 | $46,000 | $0 | $34,761 | $0 | $571,942 | $0 | $0 | $0 |
| TERRENCE ARTH | ||||||||||||||
| VP MEMBER PROGRAMS | $352,395 | $0 | $67,000 | $0 | $6,859 | $0 | $34,500 | $0 | $38,290 | $0 | $499,044 | $0 | $0 | $0 |
| KEVIN NICHOLSON | ||||||||||||||
| VP REGULATORY AFF | $337,209 | $0 | $47,629 | $0 | $2,322 | $0 | $34,449 | $0 | $33,520 | $0 | $455,129 | $0 | $0 | $0 |
| WILLIAM TIGHE | ||||||||||||||
| VP FEDERAL AFFAIRS | $303,878 | $0 | $45,281 | $0 | $810 | $0 | $30,805 | $0 | $38,076 | $0 | $418,850 | $0 | $0 | $0 |
| SANDRA KAY GUCKIAN | ||||||||||||||
| VP STATE GOVT | $294,005 | $0 | $43,204 | $0 | $2,322 | $0 | $29,890 | $0 | $19,311 | $0 | $388,732 | $0 | $0 | $0 |
| HEIDI ECKER | ||||||||||||||
| VP GOV, POLITICAL & DIGITAL ENG | $266,476 | $0 | $37,927 | $0 | $1,242 | $0 | $27,431 | $0 | $33,381 | $0 | $366,457 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | ADDITIONAL INFORMATION FOR SCH J, PART I QUESTIONS: FIRST CLASS TRAVEL IS ALLOWED FOR THE CEO FOR LONGER FLIGHTS (PER EMPLOYMENT CONTRACT). COMPANION TRAVEL FOR CEO AND SVP MEMBER PROGRAMS IS ALLOWED FOR TAXPAYER'S OWN CONFERENCES, AS THERE IS A BONA FIDE PURPOSE FOR ATTENDANCE. AS SUCH, PAYMENTS FOR CEO'S COMPANION TRAVEL ARE NOT GROSSED UP. HEALTH CLUB DUES ARE REIMBURSED UP TO $300 PER YEAR AND ARE INCLUDED ON THE EMPLOYEE'S W-2. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | CLASSES OF MEMBERSHIP- MEMBERSHIP IN THE CORPORATION IS DIVIDED INTO THREE CLASSES: ACTIVE, ASSOCIATE, AND INTERNATIONAL. ACTIVE MEMBERS- ANY PERSON, FIRM, OR CORPORATION ENGAGED IN OPERATING FOR-PROFIT RETAIL DRUG STORES OR OTHER FOR-PROFIT COMMUNITY RETAIL PHARMACIES SHALL BE ELIGIBLE FOR ACTIVE MEMBERSHIP IN THE CORPORATION, INCLUDING OPERATORS OF FOUR OR MORE FOR-PROFIT RETAIL DRUG STORES OR OTHER FOR-PROFIT COMMUNITY RETAIL PHARMACIES THAT ARE SUBSIDIARIES OF, OWNED BY, OR DIRECTLY OR INDIRECTLY CONTROLLED BY A NOT-FOR-PROFIT ORGANIZATION. ASSOCIATE MEMBERS- ANY PERSON, FIRM, CORPORATION, OR ORGANIZATION ACTIVELY ENGAGED IN SUPPLYING GOODS OR SERVICES TO THE PROFESSION OF PHARMACY, THE DRUG INDUSTRY, RETAIL DRUG STORES OR OTHER FOR-PROFIT COMMUNITY RETAIL PHARMACIES SHALL BE ELIGIBLE FOR ASSOCIATE MEMBERSHIP IN THE CORPORATION. INTERNATIONAL MEMBERS- ANY PERSON, FIRM, CORPORATION, OR ORGANIZATION LOCATED IN AND ORGANIZED UNDER THE LAWS OF A JURISDICTION OUTSIDE OF THE UNITED STATES AND ENGAGED IN OPERATING FOR-PROFIT RETAIL DRUG STORES OR OTHER FOR-PROFIT COMMUNITY RETAIL PHARMACIES OR ACTIVELY ENGAGED IN SUPPLYING GOODS OR SERVICES TO THE PROFESSION OF PHARMACY, DRUG INDUSTRY, RETAIL DRUG STORES OR OTHER FOR-PROFIT COMMUNITY RETAIL PHARMACIES SHALL BE ELIGIBLE FOR INTERNATIONAL MEMBERSHIP. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE NOMINATING COMMITTEE OF THE BOARD OF DIRECTORS PRESENTS A SLATE OF DIRECTORS TO BE VOTED ON AT EACH YEAR'S ANNUAL MEMBER'S MEETING. EACH ACTIVE MEMBER IS ENTITLED TO ONE VOTE ON ANY MATTER PRESENTED TO THE MEMBERSHIP AT ANY MEETING OF THE MEMBERS. VOTING MAY BE BY PROXY, WHICH PROXY SHALL BE IN WRITING, SIGNED BY THE ACTIVE MEMBER, AND SUBMITTED TO THE SECRETARY PRIOR TO THE VOTE. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE FORM 990 IS MADE AVAILABLE TO THE DIRECTORS FOR THEIR REVIEW PRIOR TO FILING. THE DIRECTORS ARE INSTRUCTED TO CONTACT THE SVP FINANCE IF THEY HAVE ANY QUESTIONS REGARDING THE RETURN. AFTER A REASONABLE PERIOD OF TIME, THE FORMS ARE FILED IF THERE ARE NO FURTHER QUESTIONS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION'S CONFLICT OF INTEREST POLICY APPLIES TO VOTING BOARD MEMBERS OF THE ORGANIZATION; ANY BOARD MEMBER WHO DECLARES A CONFICT OF INTEREST ON A MATTER IS REQUIRED TO RECUSE THEMSELVES FROM THE DISCUSSION AND ANY VOTE ON THE MATTER. IN ORDER TO MONITOR AND ENFORCE COMPLIANCE WITH THE POLICY, DIRECTORS ARE REMINDED OF THE POLICY AT EVERY BOARD MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15 | FORM 990 EXECUTIVE COMPENSATION: Q15A. TAXPAYER HAS A HUMAN RESOURCES COMMITTEE OF THE BOARD OF DIRECTORS FOR REVIEW, DISCUSSION AND APPROVAL OF THE CEO'S SALARY AND ANNUAL PERFORMANCE-BASED BONUS AWARD. THE CEO'S COMPENSATION IS BENCHMARKED ANNUALLY BY AN INDEPENDENT COMPENSATION ANALYSIS FIRM THAT USES APPROPRIATE COMPARABLE DATA FROM OTHER ORGANIZATIONS OF SIMILAR SIZE AND GEOGRAPHIC LOCATION, INCLUDING 990'S OF OTHER ORGANIZATIONS AND COMPENSATION STUDIES. THE DATA AND ANALYSIS IS PROVIDED TO THE COMMITTEE. RECORDS OF THE PROCESS AND THE RESULTING DETERMINATION ARE KEPT WITHIN THE COMMITTEE MEETING MINUTES. Q15B. TAXPAYER USES COMPARABLE COMPENSATION DATA TO BENCHMARK OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION. AN INDEPENDENT COMPENSATION ANALYSIS FIRM IS UTILIZED TO ROUTINELY REVIEW AND COMPARE OUR ESTABLISHED, BOARD-APPROVED COMPENSATION PROGRAM WITH COMPARABLE ORGANIZATIONS OF SIMILAR SIZE AND GEOGRAPHIC REGION. THE HUMAN RESOURCES COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND DISCUSSES COMPENSATION FOR OFFICERS AND KEY EMPLOYEES. THE PRESIDENT & CEO HAS THE FINAL AUTHORITY ON OTHER OFFICERS AND KEY EMPLOYEES COMPENSATION. RECORDS OF THE PROCESS AND THE RESULTING DETERMINATION ARE KEPT WITHIN THE COMMITTEE MEETING MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE TAXPAYER'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |
| FORM 990, PART VIII | TAXPAYER OWNED 25% OF SURESCRIPTS, LLC, AN ELECTRONIC PRESCRIBING PLATFORM, AS OF 1/1/2024. THIS INVESTMENT WAS RECORDED AT COST, LESS AN ALLOWANCE, OF $1,900,000 ON THE ORGANIZATION'S 2023 FORM 990. IN NOVEMBER 2024, TAXPAYER SOLD 12.75% OF THEIR OWNERSHIP SHARE, AND RETAINED A 12.25% STAKE IN SURESCRIPTS. THE SALE RESULTED IN A LONG-TERM CAPITAL GAIN OF $256,433,261. TAXPAYER ALSO RECEIVED A CASH DIVIDEND DISTRIBUTION FROM SURESCRIPTS IMMEDIATELY PRECEDING THE SALE. THE DIVIDEND TOTALED $61,841,463. FINALLY, IN ACCORDANCE WITH ASC820, THE TAXPAYER RAISED THE REMAINING 12.25% OWNERSHIP IN SURESCRIPTS FROM COST TO FAIR VALUE, FOLLOWING THE OBSERVABLE MARKET VALUE ESTABLISHED BY THE NOVEMBER SALE. THIS RAISED THE FAIR VALUE OF THE REMAINING INVESTMENT AT 12/31/2024 TO $195,225,607. |
| FORM 990, PART XI, LINE 9: | PENSION RELATED GAIN/LOSS -64,000. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| NACDS FOUNDATION INC | ||||||||||
| 1776 WILSON BLVD SUITE 200 | ARLINGTON | VA | 22209 | 510144922 | 501 (C)(3) SUPPORTING ORGANIZATION | VA | 501(C)(3) | LINE 12A, I | NATIONAL ASSN OF CHAIN DRUG STORES INC | Yes (1) |
| NACDS POLITICAL ACTION COMMITTEE | ||||||||||
| 1776 WILSON BLVD SUITE 200 | ARLINGTON | VA | 22209 | 541603961 | POLITICAL ACTION COMMITTEE | VA | 527 | NATIONAL ASSN OF CHAIN DRUG STORES INC | Yes (1) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| NACDS FOUNDATION INC | ||
| N | $50,704 | ACTUAL COST |
| NACDS FOUNDATION INC | ||
| O | $201,476 | ACTUAL COST |
| NACDS FOUNDATION INC | ||
| Q | $291,096 | ACTUAL COST |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | RELATIONSHIP WITH OTHER ORGANIZATION | FormAndLineReferenceDesc |
| Explanation | TAXPAYER AND ANOTHER 501(C)(6) ORG. EACH APPOINT 50% OF THE BOARD OF A 3RD 501(C)(6) ORG.- THE INSTITUTE FOR THE ADVANCEMENT OF COMMUNITY PHARMACY, INC. (TAX ID# 54-1924721). THOUGH THIS DOES NOT QUALIFY UNDER THE SCH. R DEFINITION OF CONTROL, TAXPAYER AND THE OTHER 501(C)(6) SUPPORT THIS 3RD ORGANIZATION BY REIMBURSING ITS OPERATING EXPENSES, AND BY PROVIDING STAFF SUPPORT FREE OF CHARGE. | ExplanationTxt |