2014-04-14T08:39:00-05:00 2013-08-31 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2012-09-01 364349795 WOMEN'S FOODSERVICE FORUM WOME 9727709100 6750 LBJ FREEWAY DALLAS TX 75240 MARIE PERRY 9727709100 2014-04-02 1 JOHN TAUER P00294068 6123764500 2012 2016-03-07 17:11:31Z MARIE PERRY 6750 LBJ FREEWAY DALLAS TX 75240 10035609 0 X WWW.WOMENSFOODSERVICEFORUM.COM X 1989 IL TO SUPPORT THE CAREER DEVELOPMENT OF WOMEN IN THE FOODSERVICE AND HOSPITALITY INDUSTRIES. 35 34 18 661 0 0 2632930 2857466 4764853 5041166 11985 215263 0 0 7409768 8113895 0 0 0 0 2009855 2642522 0 0 855094 4681545 5374587 6691400 8017109 718368 96786 6308991 6504558 2713229 2870162 3595762 3634396 X TO ENGAGE IN INITIATIVES THAT SUPPORT CAREER DEVELOPMENT OF WOMEN IN THE FOODSERVICE AND HOSPITALITY INDUSTRIES. 0 0 2971713 0 3868196 ANNUAL LEADERSHIP DEVELOPMENT CONFERENCE:THE WFF ANNUAL LEADERSHIP DEVELOPMENT CONFERENCE IS AN EDUCATIONAL EVENT WITH PROGRAMMING DESIGNED TO SUPPORT CAREER ADVANCEMENT FOR WOMEN WITHIN THE FOODSERVICE AND HOSPITALITY INDUSTRY. THIS EVENT CATERS TO ALL CAREER STAGES BY OFFERING A BROAD SPECTRUM OF HIGHLY VALUABLE AND APPLICABLE PROGRAMMING AS WELL AS GREAT NETWORKING OPPORTUNITIES FOR INDUSTRY LEADERS. THE ANNUAL CONFERENCE NOT ONLY SUPPORTS CAREER DEVELOPMENT IT ALSO PROMOTES AWARENESS OF ACHIEVEMENTS AND THEIR IMPACTS ON THE INDUSTRY AS A WHOLE. 571348 0 505995 EXECUTIVE SUMMIT:THE WFF EXECUTIVE WOMEN'S SUMMIT IS HELD ANNUALLY AND IS EXCLUSIVELY FOR TOP LEVEL WOMEN IN THE FOODSERVICE INDUSTRY. THE SUMMIT PROVIDES INDUSTRY LEADERS WITH TOP OF THE LINE PROGRAMMING WHICH GIVES THEM THE KNOWLEDGE AND TOOLS TO ELEVATE WOMEN LEADERS AND TO CHANGE THE FACE OF THE FOODSERVICE INDUSTRY. 141153 0 0 REGIONAL CONNECTS (21 CITIES, 24 EVENTS):THE WFF REGIONAL CONNECTS ARE UNIQUE OPPORTUNITIES FOR FOODSERVICE INDUSTRY PEERS AND LEADERS TO TAKE PART IN A SKILL-BUILDING WORKSHOP AS WELL AS NETWORK WITH OTHERS IN THEIR GEOGRAPHIC REGION. ATTENDEES SHARE THEIR PERSONAL EXPERIENCES AS WELL AS LEARN MORE VIA A TOPIC FOCUSED ON ONE OF THE ELEVEN WFF CORE LEADERSHIP COMPETENCIES. FOR EXAMPLE, THIS PAST YEAR'S SELECTED SKILL BUILDING WORKSHOP TOPIC WAS "EXPAND YOUR CIRCLE OF INFLUENCE," FOCUSING ON THE WFF'S CORE LEADERSHIP COMPETENCY OF "BUILDING NETWORKS." 1902825 0 666975 OTHER PROGRAM OFFERINGS INCLUDE: COMMUNICATIONS, CORPORATE PROGRAMS, EXECUTIVE PROGRAMS, LEADERSHIP ROUNDTABLES, MARKET PROGRAMS, MEMBERSHIP, AND MENTORING. 1902825 666975 5587039 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 29 0 18 1 0 1 CA 0 0 0 0 0 0 0 0 X 35 34 0 0 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IL MN X JOHN TAUER 6123973068 220 SOUTH SIXTH STREET 300 MINNEAPOLIS MN 55402 LORNA DONATONE 1.00 X X 0 0 0 LAURIE BURNS 8.00 X X 0 0 0 SUSAN GAMBARDELLA 1.00 X X 0 0 0 JOHN BUCKLES 9.00 X X 0 0 0 MARIE PERRY 1.00 X X 0 0 0 FRITZI WOODS 50.00 X X 526134 0 32819 DOUG BARBER 1.00 X 0 0 0 KAT COLE 1.00 X 0 0 0 JULIE MOORE 1.00 X 0 0 0 KATHLEEN WOOD 1.00 X 0 0 0 SUSAN ADZICK 1.00 X 0 0 0 KAREN BAILEY 1.00 X 0 0 0 DEBI BENEDETTI 1.00 X 0 0 0 SHARON BOELDT 1.00 X 0 0 0 JILL BOND 1.00 X 0 0 0 KAREN BOWMAN 1.00 X 0 0 0 MONICA BOYLES 1.00 X 0 0 0 GAIL CARTER 1.00 X 0 0 0 KEVIN T COTTINGIM 1.00 X 0 0 0 GARY CROMPTON 1.00 X 0 0 0 WENDY DAVIDSON 1.00 X 0 0 0 TWILA DAY 1.00 X 0 0 0 HATTIE HILL 1.00 X 0 0 0 ANGELA HORNSBY 1.00 X 0 0 0 SUSAN KUJAVA 1.00 X 0 0 0 BRENDA LOTESTA 1.00 X 0 0 0 KRYSTIN MITCHELL 1.00 X 0 0 0 SHARON ORLOPP 1.00 X 0 0 0 FRED PAGLIA 1.00 X 0 0 0 STACY REICHERT 1.00 X 0 0 0 JACK SINCLAIR 1.00 X 0 0 0 CHRIS SLAGER 1.00 X 0 0 0 JULIE SWAN 1.00 X 0 0 0 DAWN SWEENEY 1.00 X 0 0 0 CATHY TANG 1.00 X 0 0 0 ANNE VARANO 1.00 X 0 0 0 PATTI WILMOT 1.00 X 0 0 0 ANNA MASON 50.00 X 183773 0 22674 KAREN LAZOWSKI 50.00 X 120804 0 4630 GRETCHEN SUSSMAN 50.00 X 210392 0 23539 KELLY LOCKWOOD PRIMUS 50.00 X 173753 0 22825 1214856 0 106487 5 0 1 0 MARRIOTT BUSINESS SERVICES PO BOX 402751 ATLANTA GA 30384 CONFERENCE HOSTING 1087973 O'KEEFE COMMUNICATIONS INC 4301 CONNECTICUT AVE NW STE 200 WASHINGTON DC 20008 PRODUCTION STAGING 488195 MARRIOTT ORLANDO WORLD CENTER 8701 WORLD CENTER DRIVE ORLANDO FL 32821 FOOD SERVICE 400000 KELLOGG CENTER FOR EXECUTIVE WOMEN 2001 SHERIDAN ROAD EVANSTON IL 60208 CONFERENCE HOSTING 305000 JW MARRIOTT CHICAGO PO BOX 402642 ATLANTA GA 30384 CONFERENCE HOSTING 279820 1 2857466 43822 2857466 CONF REGISTRATION 900099 4439253 4439253 MEMBERSHIP DUES 900099 538623 538623 OTHER CONFERENCE REV 900099 63290 63290 5041166 82105 82105 2054872 1921714 133158 133158 133158 8113895 5041166 0 215263 812779 469146 300782 42851 1529106 826456 66412 636238 15505 7314 262 7929 218209 113792 31162 73255 66923 35664 11806 19453 200192 200192 30270 30270 389627 218627 171000 311778 311778 305686 98321 207365 174702 174702 347295 110393 169740 67162 2865482 2746592 110684 8206 69387 69387 16572 16572 VENDOR FEES 398284 393165 5119 TRANSITIONS/STRAT INIT 108641 108641 TRADEMARKS/COPYRIGHTS 46705 45956 749 DUES AND SUBSCRIPTIONS 45548 45548 64418 35133 29285 8017109 5587039 1574976 855094 1529850 1337913 1710573 1001054 110177 115914 430602 148649 136743 281953 2821648 3767724 6308991 6504558 496663 1049021 2216566 1821141 2713229 2870162 X 3374436 3413070 100000 100000 121326 121326 3595762 3634396 6308991 6504558 96786 -58152 0 X 0 1 X 1 0 X 2916266 2751592 2913667 2632930 2857466 14071921 2916266 2751592 2913667 2632930 2857466 14071921 339706 13732215 102941 63101 70807 77892 82105 396846 29335 29335 14498102 17423371 0.94720 0.91900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 121326 121326 121326 121326 121326 121326 121326 121326 121326 121326 0.00000 1.00000 0.00000 0 0 2206 1360 846 348063 131282 216781 80333 16007 64326 281953 X 8905412 -58149 1006783 948634 7956778 157117 157117 8113895 9023892 1006783 1006783 8017109 0 8017109 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ORGANIZATION'S ENDOWMENTS ARE GENERAL ENDOWMENTS WITH THE USE OF ANY EARNINGS GOING TO THE OVERALL PURPOSES OF WOMEN'S FOODSERVICE FORUM. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE FORUM IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE ("IRS") AS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT TO THE EXTENT IT HAS UNRELATED BUSINESS INCOME. FOR THE YEARS ENDED AUGUST 31, 2013 AND 2012, THE FORUM HAS NO MATERIAL NET UNRELATED BUSINESS INCOME. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FORUM HAS CONCLUDED THAT IT DOES NOT HAVE ANY UNRECOGNIZED TAX BENEFITS RESULTING FROM CURRENT OR PRIOR PERIOD TAX POSITIONS. ACCORDINGLY, NO ADDITIONAL DISCLOSURES HAVE BEEN MADE ON THE FINANCIAL STATEMENTS REGARDING ASC 740, INCOME TAXES, (FORMERLY FASB INTERPRETATION NO. 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES: AN INTERPRETATION OF FASB STATEMENT NO. 109 (FIN 48)). THE FORUM DOES NOT HAVE ANY OUTSTANDING INTEREST OR PENALTIES, AND NONE HAVE BEEN RECORDED IN THE STATEMENTS OF ACTIVITIES AND CHANGE IN NET ASSETS FOR THE YEARS ENDED AUGUST 31, 2013 AND 2012. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT INCOME FROM RESERVE FUND 157,117. X X X 0 0 0 0 0 0 0 0 0 FRITZI WOODS 526134 0 0 0 0 0 7500 0 25319 0 558953 0 0 0 ANNA MASON 183773 0 0 0 0 0 5730 0 16944 0 206447 0 0 0 GRETCHEN SUSSMAN 210392 0 0 0 0 0 6447 0 17092 0 233931 0 0 0 KELLY LOCKWOOD PRIMUS 173753 0 0 0 0 0 5354 0 17471 0 196578 0 0 0 CRYSTAL PIKES FAMILY MEMBER OF PRESIDENT & CEO 94800 MARKETING CONSULTING SERVICES 0 X VARIOUS EXECUTIVE SUMMIT 3 43822 0 0 0 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIR, CHAIR-ELECT, VICE CHAIR, TREASURER, SECRETARY AND FOUR AT-LARGE MEMBERS OF THE BOARD OF DIRECTORS APPOINTED BY THE CHAIR. THE EXECUTIVE COMMITTEE HAS THE FULL POWER AND AUTHORITY TO FULFILL DIRECTIVES FROM THE BOARD OF DIRECTORS, AND EXERCISE ALL THE AUTHORITY OF THE BOARD OF DIRECTORS, EXCEPT THOSE MATTERS SPECIFICALLY RESERVED TO THE FULL BOARD BY LAW. FORM 990, PART VI, SECTION A, LINE 4 CHANGES WERE MADE TO THE BYLAWS TO ALLOW THE PRESIDENT AND CEO TO BE A VOTING MEMBER OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE CLASS OF MEMBERS WHO SHALL BE IN AGREEMENT AND SUPPORT OF THE PURPOSES OF THE ORGANIZATION, PAY ALL MEMBERSHIP DUES AND FULFILL ANY OTHER REQUIREMENTS THAT THE BOARD OF DIRECTORS MAY ESTABLISH. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS IN GOOD STANDING ELECT THE BOARD OF DIRECTORS AND TRANSACT ANY OTHER BUSINESS THAT MAY COME BEFORE THEM AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WILL BE REVIEWED IN DETAIL BY THE ORGANIZATION'S MANAGEMENT AND A COPY PROVIDED TO EACH BOARD MEMBER FOR REVIEW AND DISCUSSION PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS BOARD MEMBERS, OFFICERS, AND STAFF OF THE ORGANIZATION. FULL DISCLOSURE, BY NOTICE IN WRITING IS REQUIRED TO BE MADE BY INDIVIDUALS WITH POTENTIAL CONFLICTS OF INTEREST TO THE FULL BOARD OF DIRECTORS. THE BOARD OF DIRECTORS WILL DETERMINE IF A CONFLICT OF INTEREST EXISTS AND VOTE TO AUTHORIZE OR REJECT THE TRANSACTION OR TAKE ANY OTHER ACTION DEEMED NECESSARY TO ADDRESS THE CONFLICT AND PROTECT THE ORGANIZATION'S BEST INTEREST. THE INTERESTED INDIVIDUAL MAY NOT PARTICIPATE IN THE DISCUSSION EXCEPT TO PROVIDE CLARIFYING INFORMATION. THE VOTE WILL BE BY A MAJORITY VOTE WITHOUT COUNTING THE VOTE OF ANY INTERESTED INDIVIDUAL. PROCEEDINGS RELATED TO CONFLICTS OF INTEREST ARE DOCUMENTED IN MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION HAS CREATED A COMPENSATION COMMITTEE AS A STANDING COMMITTEE. THE COMPENSATION COMMITTEE HAS GENERAL OVERSIGHT OF THE ORGANIZATION'S HUMAN RESOURCE PLAN. SPECIFIC DUTIES INCLUDE YEARLY EVALUATION OF THE PRESIDENT AND CEO'S COMPENSATION PLAN INCLUDING ALL BENEFITS. SALARY SURVEY INFORMATION IS USED TO BENCHMARK COMPENSATION FOR THE POSITION UTILIZING INFORMATION FROM AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES, AND OTHER AVAILABLE INFORMATION SOURCES SUCH AS COMPARABLE ORGANIZATION FORM 990S. THE COMMITTEE MEETS INDEPENDENT OF THE PRESIDENT AND CEO OF THE ORGANIZATION TO DISCUSS PERFORMANCE AS EVALUATED BY THE EXECUTIVE COMMITTEE AND ITS IMPACT ON THE COMPENSATION PLAN RELATIVE TO ANNUAL BENCHMARK AND ESTABLISHED OBJECTIVES. THE COMPENSATION COMMITTEE PRESENTS ITS FINDINGS AND RECOMMENDATIONS, IN AN EXECUTIVE SESSION WITHOUT THE PRESIDENT AND CEO PRESENT, TO THE EXECUTIVE COMMITTEE FOR REVIEW AND APPROVAL. THE EXECUTIVE COMMITTEE WILL THEN SHARE THIS INFORMATION WITH THE FULL BOARD TO INFORM THEM OF THE COMMITTEE'S DECISION. THE EXECUTIVE COMMITTEE AND/OR THE BOARD CHAIR WILL THEN MEET WITH THE PRESIDENT AND CEO YEARLY TO DISCUSS AND DOCUMENT STRENGTHS, WEAKNESSES, AND GOALS. COMPENSATION FOR THE UPCOMING YEAR IS ALSO DISCUSSED AND DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.