2025-11-10T14:20:44-06:00 2024-12-31 420714325 RSM US LLP 1001 WATER ST STE 500 TAMPA FL 33602 990 2024-01-01 042395151 RETAIL INDUSTRY LEADERS ASSOCIATION INC RETA 2028690200 99 M STREET SE 700 WASHINGTON DC 20003 BRIAN DODGE PRESIDENT 2028690200 2025-11-10 1 0 KRISTEN BARNETT P01234578 8133162300 2025-11-10 2024 2025-03-06 01:10:19Z BRIAN DODGE 99 M STREET SE 700 WASHINGTON DC 20003 25076007 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. 25 25 56 25 0 0 0 0 19213687 21687158 114111 677890 10784 17204 19338582 22382252 34546 33410 0 0 9570814 10599037 0 0 0 8977228 10906091 18582588 21538538 755994 843714 20948337 21417085 19342695 18764273 1605642 2652812 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 1 1 0 0 0 0 0 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 54 0 1 56 1 0 0 0 0 0 0 1 0 X 25 25 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 CORIE BARRY CHAIR 0.25 X X 0 0 0 RICHARD KEYES TREASURER 0.25 X X 0 0 0 WILLIAM RHODES EXECUTIVE COMMITTEE MEMBER 0.25 X X 0 0 0 JK SYMANCYK EXECUTIVE COMMITTEE MEMBER 0.25 X X 0 0 0 DAVID KIMBELL EXECUTIVE COMMITTEE MEMBER 0.25 X X 0 0 0 TRACEY BROWN EXECUTIVE COMMITTEE MEMBER 0.25 X X 0 0 0 TODD VASOS EXECUTIVE COMMITTEE MEMBER 0.25 X X 0 0 0 BRIAN CORNELL DIRECTOR 0.25 X 0 0 0 JILL STANDISH DIRECTOR 0.25 X 0 0 0 MARK BREITBARD DIRECTOR 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 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 DAVID MORALES DIRECTOR 0.25 X 0 0 0 JOE PRESTON DIRECTOR 0.25 X 0 0 0 MARY DILLON DIRECTOR 0.25 X 0 0 0 STACEY SHULMAN DIRECTOR 0.25 X 0 0 0 BRITTANY BAGLEY DIRECTOR 0.25 X 0 0 0 BRIAN DODGE PRESIDENT & CEO 40.00 X 1137467 0 37976 BREANA MURPHY SEVP, PARTNERSHIPS & EVENTS 40.00 X 379479 0 21560 JASON BREWER SEVP, COMMUNICATIONS & MARKETING 40.00 X 392354 0 21237 LISA LABRUNO SEVP, RETAIL OPERATIONS 40.00 X 411859 0 11676 DEBORAH WHITE SEVP & GENERAL COUNSEL 40.00 X 463896 0 23443 RICHARD HANSON SEVP, PUBLIC POLICY 40.00 X 467053 0 37562 KATHLEEN MCGUIGAN EVP & DEPUTY GENERAL COUNSEL 40.00 X 299872 0 31008 AUSTEN JENSEN EVP GOVERNMENT AFFAIRS 40.00 X 332584 0 11341 GILBERT TAYLOR SVP, BUSINESS DEVELOPMENT 40.00 X 540126 0 40346 NICHOLAS AHRENS SVP STRATEGY, INNOVATION & CONTENT 40.00 X 278195 0 36089 EVAN ARMSTRONG VP, WORKFORCE 40.00 X 239348 0 36650 4942233 0 308888 30 0 1 0 GAYLORD TEXAN RESORT & CONVENTIUON CENT 1501 GAYLORD TRAIL GRAPEVINE TX 76051 CONVENTION SERVICES 1323570 POLINGER LLC 5530 WISCONSIN AVE CHEVY CHASE MD 20815 PROPERTY MANAGEMENT 853077 THAT'S YOUR BALLGAME LLC 147 N VISTA STREET LOS ANGELES CA 90036 CONVENTION SERVICES 830459 ACCENTURE LLP 500 WEST MADISON STREET CHICAGO IL 60661 CONSULTING 370000 THE EXPO GROUP CAMPUS CIRCLE DRIVE IRVING TX 75063 CONVENTION SERVICES 328011 25 EDUCATIONAL PROGRAMS 900099 9011028 4930823 4080205 MEMBERSHIP DUES 900099 8984235 8984235 LEADERS' COUNCIL & COM 900099 1936686 1936686 SPECIAL DUES ASSESSMEN 900099 1402580 1402580 SPECIAL PROJECTS 900099 319789 319789 32840 32840 21687158 333863 333863 3037782 2693755 344027 344027 344027 OTHER INCOME 900099 17204 704 16500 17204 22382252 17607657 0 4774595 X 33410 3405562 6113429 160285 370544 549217 233499 57988 48773 3184429 424344 153436 86127 826934 363537 3976025 169086 99426 SUBSCRIPTIONS & PUBS 200950 MEMBERSHIP DUES 198743 PAC EXPENSES 100000 TRAINING 50271 732523 21538538 2561887 1960098 2619753 1666407 745990 2010266 752507 1260365 1767970 1443563 379892 324407 7018667 6563201 1216837 32095 32095 6837546 6383409 20948337 21417085 1787825 1991489 10061056 9803897 7493814 6968887 19342695 18764273 X 1605642 2652812 1605642 2652812 20948337 21417085 843714 203456 0 X X 0 1 X 1 0 100000 0 0 100000 100000 0 DEFEAT THE COSTLY TAX ON SALES 1149 COURT STREET SALEM OR 97301 994086232 100000 0 0 0 0 8984235 2107384 -3709302 -1601918 6219769 -7821687 PART I-A, LINE 1: DURING THE TAX YEAR, THE ORGANIZATION DID NOT ENGAGE IN DIRECT POLITICAL CAMPAIGN ACTIVITIES. THE ORGANIZATION DID, HOWEVER, MAKE AN INDIRECT POLITICAL EXPENDITURE BY CONTRIBUTING FUNDS TO DEFEAT THE COSTLY TAX ON SALES, A REGISTERED POLITICAL ACTION COMMITTEE (PAC) LOCATED IN SALEM, OREGON. THE PAC WAS FORMED TO OPPOSE A STATEWIDE BALLOT MEASURE PROPOSING A GROSS RECEIPTS TAX ON LARGE BUSINESSES. THE ORGANIZATION DID NOT DIRECT OR COORDINATE THE PAC'S ACTIVITIES, NOR DID IT EARMARK THE CONTRIBUTION FOR ANY SPECIFIC EXPENDITURE. THE PAYMENT WAS MADE TO SUPPORT EXEMPT FUNCTION ACTIVITIES AS DEFINED UNDER SECTION 527 OF THE INTERNAL REVENUE CODE AND IS REPORTED ACCORDINGLY. 1459304 1191535 267769 308666 252028 56638 324407 ISHARES S&P 500 GROWTH ETF 1216837 F 1216837 DEFERRED COMP ASSET 996593 ARTWORK 9728 RIGHT OF USE ASSETS 5143714 SECURITY DEPOSIT 185811 DUE FROM RELATED ORGANIZATION 47563 6383409 DEFERRED COMP LIABILITY 996593 LEASE LIABILITY 5972294 6968887 X 22536935 203456 203456 22333479 48773 48773 22382252 21537328 47563 47563 21489765 48773 48773 21538538 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 CONSOLIDATED 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, 2024 OR 2023. THE ASSOCIATION HAS DETERMINED THAT IT IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE INTERNAL REVENUE SERVICE. PART XII, LINE 2D - OTHER ADJUSTMENTS: RCF EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 47,563. 1 THE LOSS PREVENTION FOUNDATION 128 FAST LANE SUITE 203 MOORESVILLE NC 28117 205822618 501(C)(6) 7000 0 GENERAL SUPPORT SCHOOLSEED FOUNDATION 2670 UNION AVENUE MEMPHIS TN 38112 284477567 501(C)(3) 10000 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 & CEO 717187 0 420000 0 280 0 10350 0 27626 0 1175443 0 0 0 GILBERT TAYLOR SVP, BUSINESS DEVELOPMENT 141435 0 0 0 398691 0 10350 0 29996 0 580472 0 0 0 RICHARD HANSON SEVP, PUBLIC POLICY 466437 0 0 0 616 0 10350 0 27212 0 504615 0 0 0 DEBORAH WHITE SEVP & GENERAL COUNSEL 440104 0 23000 0 792 0 10350 0 13093 0 487339 0 0 0 LISA LABRUNO SEVP, RETAIL OPERATIONS 399043 0 12000 0 816 0 10350 0 1326 0 423535 0 0 0 JASON BREWER SEVP, COMMUNICATIONS & MARKETING 372074 0 20000 0 280 0 10350 0 10887 0 413591 0 0 0 BREANA MURPHY SEVP, PARTNERSHIPS & EVENTS 352200 0 27000 0 279 0 10350 0 11210 0 401039 0 0 0 AUSTEN JENSEN EVP GOVERNMENT AFFAIRS 326364 0 6000 0 220 0 10015 0 1326 0 343925 0 0 0 KATHLEEN MCGUIGAN EVP & DEPUTY GENERAL COUNSEL 280248 0 18000 0 1624 0 9145 0 21863 0 330880 0 0 0 NICHOLAS AHRENS SVP STRATEGY, INNOVATION & CONTENT 260975 0 17000 0 220 0 8105 0 27984 0 314284 0 0 0 EVAN ARMSTRONG VP, WORKFORCE 234140 0 5000 0 208 0 7324 0 29326 0 275998 0 0 0 PART I, LINE 1A TYPE OF BENEFIT: GROSS UP PAYMENTS ON GIFT CARDS IS 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 3,184,429. 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. RILA COMMUNITIES FOUNDATION 99 M STREET SE 700 WASHINGTON DC 20003 994261625 TO SUPPORT THE VIBRANCY OF COMMUNITIES IN WHICH RETAILERS OPERATE DC 501(C)(3) LINE 7 RILA 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0