NATIONAL RETAIL FEDERATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL RETAIL FEDERATION INC (EIN 13-5582627)
- Tax period
- 2011-03-01 to 2012-02-29
- Filed
- 2013-01-14
- IRS object ID
- 201320149349300792
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2013-01-14T14:52:39-06:00 | Timestamp |
| Tax Period End Date | 2012-02-29 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861065772 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 S WACKER DRIVE | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 606064301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-03-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135582627 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL RETAIL FEDERATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NATI | NameControl |
| Phone | 2027837971 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | LIBERTY PLACE 325 7TH ST NW NO 1100 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20004 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CARLEEN C KOHUT | Name |
| Title | CFO/COO | Title |
| Phone | 2027837971 | Phone |
| Date Signed | 2013-01-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARY E RAUSCHENBERG | Name |
| Phone | 3124861000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MATTHEW SHAY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | LIBERTY PLACE 325 7TH ST NW NO 1100 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 69144114 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.NRF.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1911 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | NRF'S MISSION IS TO ADVANCE AND PROTECT THE INTERESTS OF THE RETAIL INDUSTRY (SEE SCHEDULE O) AND TO HELP RETAILERS ACHIEVE EXCELLENCE IN ALL AREAS OF THEIR BUSINESS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 44 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 43 | NbrIndependentVotingMembers |
| Total Nbr Employees | 110 | TotalNbrEmployees |
| Total Nbr Volunteers | 4000 | TotalNbrVolunteers |
| Total Gross UBI | 39000 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 19088 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 6999710 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7011558 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 23630295 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 26684801 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1642705 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1752571 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 90249 | OtherRevenuePriorYear |
| Other Revenue Current Year | 90219 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 32362959 | TotalRevenuePriorYear |
| Total Revenue Current Year | 35539149 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 9738 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 13962147 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 12681247 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 15390929 | OtherExpensePriorYear |
| Other Expenses Current Year | 18852283 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 29353076 | TotalExpensesPriorYear |
| Total Expenses Current Year | 31543268 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3009883 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3995881 | RevenuesLessExpensesCY |
| Total Assets BOY | 52286196 | TotalAssetsBOY |
| Total Assets EOY | 58278304 | TotalAssetsEOY |
| Total Liabilities BOY | 15660769 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 18997810 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 36625427 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 39280494 | NetAssetsOrFundBalancesEOY |
| Mission Description | NRF'S MISSION IS TO ADVANCE AND PROTECT THE INTERESTS OF THE RETAIL INDUSTRY AND TO HELP RETAILERS ACHIEVE EXCELLENCE IN ALL AREAS OF THEIR BUSINESS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | NRF ADVANCES AND PROTECTS THE INTERESTS OF THE RETAIL INDUSTRY THROUGH ITS LEGISLATIVE AND REGULATORY ADVOCACY. THESE EFFORTS FOCUS ON THE ISSUES THAT DIRECTLY AFFECT THE RETAIL BUSINESS INCLUDING PRODUCT SAFETY, INTERNATIONAL TRADE, CREDIT AND PAYMENTS POLICY, LABOR BENEFITS AND EMPLOYMENT PRACTICES, AND TAX POLICY, AMONG OTHERS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NRF HELPS RETAILERS ACHIEVE EXCELLENCE IN ALL AREAS OF THEIR BUSINESS THROUGH ITS ANNUAL CONVENTION, AND MORE THAN 20 CONFERENCES AND WORKSHOPS. THESE EVENTS BRING RETAILERS TOGETHER WITH INDUSTRY THOUGHT LEADERS AND SUPPLIERS TO EXPLORE RESEARCH ON THE FUTURE OF RETAIL; EXAMINE BENCHMARKING AND BEST PRACTICES OF INDUSTRY PEERS; AND LEARN ABOUT CUTTING EDGE PRODUCTS FROM THE INDUSTRY'S LEADING SOLUTION PROVIDERS. DESIGNED TO MEET THE NEEDS OF A VARIETY OF RETAIL DISCIPLINES INCLUDING TECHNOLOGY, E-COMMERCE, LOSS PREVENTION AND MARKETING, THE EVENTS ATTRACTS MORE THAN 30,000 INDUSTRY PROFESSIONALS ANNUALLY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NRF HELPS ITS MEMBERS ACHIEVE EXCELLENCE IN THEIR BUSINESS THROUGH INFORMATION DISSEMINATION ON TOPICS THAT RANGE FROM ORGANIZED RETAIL CRIME TO E-COMMERCE SALES TRENDS; FACILITATION OF PEER TO PEER INTERACTION THAT CREATE WORKABLE SOLUTIONS TO BUSINESS CHALLENGES SUCH AS LEVERAGING TECHNOLOGY IN AN UNCERTAIN ECONOMY AND MANAGING GENERATIONAL DIFFERENCES; AND DEVELOPMENT OF INDUSTRY STANDARDS THAT REDUCE THE COST OF TECHNOLOGY. THE WORK IS CONDUCTED BY OVER 50 INDUSTRY COUNCILS AND TASK FORCES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 1 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 91 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 110 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 44 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 43 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARLEEN KOHUT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2027837971 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 7TH ST NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (52 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| THOMAS G BATA | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| H JAMES BAUM | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT M BEALL II | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ARTEM A BEKTEMIROV | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| BYRON L BERGEN | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| CEM BOYNER | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| CLAUDIO DEL VECCHIO | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BRIAN K DEVINE | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| ROGER N FARAH | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOE FLANNERY | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| MINDY GROSSMAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PHILIPPE HOUZE | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| M FAROOQ KATHWARI | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DANIEL SC KOO | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| KAY LAWTHER KRILL | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| KEITH LIPERT | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| MARTY P ALBERTSON | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| BILL GONZALEZ | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| DAVID JAFFE | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| KAREN KATZ | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CRAIG LEVRA | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| KAREN LOWE | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| LOVRO MANDAC | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| RAMON MARTIN | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| WILLIAM MCCOMB | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| CHRIS MCCORMICK | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| MITCHELL MODELL | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| BOB MYERS | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| ALISON PAUL | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| JORGE PONT | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| DAVID RATNER | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| DARYL ROUTZAHN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RON SACINO | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| GORDON I SEGAL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LAURA SEN | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| EDWARD STACK | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| TRUDY SULLIVAN | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| JAMES WRIGHT | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| TIM BELK | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ARNOLD ZETCHER | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| ROBERT M BENHAM | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | X | |
| TERRY J LUNDGREN | |||||||
| CHAIRMAN | 1.00 | X | 0 | 0 | 0 | X | |
| STEPHEN SADOVE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | X | |
| KIP TINDELL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | X | |
| MATTHEW R SHAY | |||||||
| PRESIDENT & CEO | 50.00 | X | 852023 | 0 | 72653 | X | |
| CARLEEN KOHUT | |||||||
| SVP, CFO/COO | 50.00 | 324332 | 0 | 83310 | X | ||
| MALLORY B DUNCAN | |||||||
| GENERAL COUNSEL | 50.00 | 327936 | 0 | 89372 | X | ||
| ERICK AUTOR | |||||||
| VP, INTERNATIONAL TRADE | 50.00 | 239462 | 0 | 64776 | X | ||
| RACHELLE BERNSTEIN | |||||||
| VP, TAX COUNSEL | 50.00 | 229189 | 0 | 62725 | X | ||
| DAVID FRENCH | |||||||
| SVP, GOVT RELATIONS | 50.00 | 273255 | 0 | 34423 | X | ||
| SUSAN NEWMAN | |||||||
| SVP, CONFERENCES | 50.00 | 218110 | 0 | 54932 | X | ||
| ROBERT GREEN | |||||||
| EXEC. DIR., NCCR | 50.00 | 245678 | 0 | 67686 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2709985 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 529877 | TotalOtherCompensation |
| Number Individuals GT100 K | 31 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| LEVY RESTAURANTS | |||||
| 415 SUMMER STREET | BOSTON | MA | 02210 | CONVENTION SERVICES | 526565 |
| CENTERPLATE | |||||
| 201 E BROAD ST | SPARTANBURG | SC | 29306 | CONVENTION SERVICES | 519536 |
| MADER CONSULTING SERVICES INC | |||||
| 2 OAK PLACE | BERNVILLE | PA | 19506 | CONSULTING SERVICES | 440501 |
| PRICE WATERHOUSE LLP | |||||
| PO BOX 7247-8001 | PHILADELPHIA | PA | 191708001 | CONSULTING SERVICES | 239000 |
| YOUNG & RUBICAM INC | |||||
| PO BOX 933169 | ATLANTA | GA | 311933169 | CONSULTING SERVICES | 173308 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 13 | NumberOfContractorsGT100K |
| Membership Dues | 7011558 | MembershipDues |
| Total Contributions | 7011558 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| EVENTS | 900099 | 26204071 | 26204071 | |
| MEMBER PROGRAMS | 900099 | 447460 | 408460 | 39000 |
| SPECIAL PROJECTS | 900099 | 33270 | 33270 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 26684801 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 613882 | TotalRevenueColumn |
| Exclusion | $613,882 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 90219 | TotalRevenueColumn |
| Exclusion | $90,219 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 34743654 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 33598507 | Securities |
| Other | 6458 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1145147 | Securities |
| Other | -6458 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1138689 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1138689 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 35539149 | TotalRevenueColumn |
| Related Or Exempt Function Income | 27784490 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 39000 | UnrelatedBusinessRevenue |
| Exclusion | $704,101 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9738 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1482520 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8267184 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1849341 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 376440 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 705762 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90594 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59905 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1212922 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96266 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2454607 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42068 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1228287 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44266 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1369322 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 410359 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10433148 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5297 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 356840 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52825 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| PROJECT EXPENSE | 294022 |
| DUES | 203848 |
| BUS & REPRESENTATION | 127929 |
| BAD DEBT EXPENSE | 60000 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 309778 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31543268 | Total |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4598388 | BOY |
| EOY | 5030147 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1205409 | BOY |
| EOY | 1306751 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 937667 | BOY |
| EOY | 910277 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2200054 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1560260 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 573244 | BOY |
| EOY | 639794 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19212616 | BOY |
| EOY | 22937394 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25758872 | BOY |
| EOY | 27453941 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52286196 | BOY |
| EOY | 58278304 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1350288 | BOY |
| EOY | 3276291 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9035015 | BOY |
| EOY | 8407588 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5275466 | BOY |
| EOY | 7313931 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15660769 | BOY |
| EOY | 18997810 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36625427 | BOY |
| EOY | 39280494 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36625427 | BOY |
| EOY | 39280494 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52286196 | BOY |
| EOY | 58278304 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3995881 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1340814 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nondeduct | 0 | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | 0 | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | 1 | AgreeToCarryoverPriorYear |
| Dues Assessments | 7011558 | DuesAssessments |
| Non Ded Lobby Political Current | 3219635 | NonDedLobbyPoliticalCurrent |
| Non Ded Lobby Political Carryover | 227735 | NonDedLobbyPoliticalCarryover |
| Non Ded Lobby Political Total | 3447370 | NonDedLobbyPoliticalTotal |
| Aggr Amt Reported In Dues Notices | 2835592 | AggrAmtReportedInDuesNotices |
| Amount To Be Carried Over | 611778 | AmountToBeCarriedOver |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART IV, SUPPLEMENTAL INFORMATION: | Identifier |
| Explanation | A LARGE AMOUNT OF NRF'S DIRECT AND GRASSROOTS LOBBYING ACTIVITIES ARE PERFORMED BY NRF'S STAFF OF LOBBYISTS. | Explanation |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 630051 | OtherCostOrOtherBasis |
| Depreciation | 488200 | Depreciation |
| Book Value | 141851 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 680261 | OtherCostOrOtherBasis |
| Depreciation | 299932 | Depreciation |
| Book Value | 380329 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 889742 | OtherCostOrOtherBasis |
| Depreciation | 772128 | Depreciation |
| Book Value | 117614 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 639794 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| EQUITY INSTRUMENTS | 22811841 | F |
| MONEY MARKET FUNDS | 125553 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 22937394 | TotalOfBookValueSecurities |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| INVESTMENT IN SUBSIDIARY | 27444786 |
| OTHER ASSETS | 9155 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 27453941 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PENSION LIABILITY | $5,887,861 |
| DEFERRED COMPENSATION | $340,162 |
| ACCRUED RENT | $401,006 |
| LEASES PAYABLE | $74,918 |
| POST RETIREMENT HEALTH INSURANCE LIABILITY | $609,984 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 7313931 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | NRF HAS EVALUATED THE EFFECT OF THE STANDARD ASC 740 [ACCOUNTING GUIDANCE FOR UNCERTAINTY IN INCOME TAXES] AND HAS DETERMINED THAT THE ADOPTION OF THIS GUIDANCE RESULTED IN NO CHANGE TO THE BEGINNING BALANCE OF NET ASSETS AND DID NOT HAVE ANY MATERIAL IMPACT ON NRF'S STATEMENT OF ACTIVITIES. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConducted |
| Specific Services Provided | VARIOUS EDUCATIONAL MEETINGS CONDUCTED FOR INTERNATIONAL RETAILERS | SpecificServicesProvided |
| Total Expenditures | 15909 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 15909 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 15909 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
| No Grant More Than5000 | X | NoGrantMoreThan5000 |
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MATTHEW R SHAY | |||||||||||||
| 604032 | 0 | 240000 | 0 | 7991 | 0 | 12250 | 0 | 60403 | 0 | 924676 | 0 | 0 | 0 |
| CARLEEN KOHUT | |||||||||||||
| 324332 | 0 | 0 | 0 | 0 | 0 | 50810 | 0 | 32500 | 0 | 407642 | 0 | 0 | 0 |
| MALLORY B DUNCAN | |||||||||||||
| 322417 | 0 | 0 | 0 | 5519 | 0 | 57130 | 0 | 32242 | 0 | 417308 | 0 | 0 | 0 |
| ERICK AUTOR | |||||||||||||
| 239462 | 0 | 0 | 0 | 0 | 0 | 40673 | 0 | 24103 | 0 | 304238 | 0 | 0 | 0 |
| RACHELLE BERNSTEIN | |||||||||||||
| 229189 | 0 | 0 | 0 | 0 | 0 | 39385 | 0 | 23340 | 0 | 291914 | 0 | 0 | 0 |
| DAVID FRENCH | |||||||||||||
| 273255 | 0 | 0 | 0 | 0 | 0 | 6750 | 0 | 27673 | 0 | 307678 | 0 | 0 | 0 |
| SUSAN NEWMAN | |||||||||||||
| 213110 | 0 | 5000 | 0 | 0 | 0 | 33232 | 0 | 21700 | 0 | 273042 | 0 | 0 | 0 |
| ROBERT GREEN | |||||||||||||
| 245650 | 0 | 0 | 0 | 28 | 0 | 43121 | 0 | 24565 | 0 | 313364 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | FIRST CLASS TRAVEL IS PROVIDED ON AN TO NRF EMPLOYEES EXCEPTION BASIS FOR OVERSEAS TRAVEL. IT IS NOT INCLUDED AS COMPENSATION ON A W-2 AS WE CONSIDER IT PART OF DOING BUSINESS. THE CEO CONTRACT REQUIRES SPOUSAL PARTICPATION IN A LIMITED NUMBER OF EVENTS THROUGHOUT THE YEAR. THIS IS A BUSINESS REQUIREMENT AND AS SUCH IS NOT REPORTED ON A W-2. CLUB DUES WERE PAID ON BEHALF OF ONE HCE. THE AMOUNTS WERE NOT INCLUDED IN HIS W-2 WAGES BECAUSE THE CLUB MEMBERSHIP WAS FOR BUSINESS USE ONLY; NO PERSONAL USE WAS PERMITTED. |
| PART I, LINE 4B | MATTHEW SHAY PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN DURING THE FY ENDED 2/29/2012. NO PAYMENTS WERE MADE FROM THESE PLANS DURING THE CURRENT YEAR. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE FOLLOWING PERSONS SERVE THE BOARD OF NRF AND NRF ENTERPRISES, A RELATED FOR-PROFIT ORGANIZATION: H. JAMES BAUM ROBERT M. BEALL, II ROBERT M. BENHAM CLAUDIO DEL VECCHIO ROGER N. FARAH MINDY GROSSMAN M. FAROOQ KATHWARI DANIEL S.C. KOO KAREN KATZ DARYL ROUTZAHN RON SACINO STEPHEN SADOVE GORDON I. SEGAL KIP TINDELL JAMES WRIGHT TIM BELK TERRY J. LUNDGREN MATTHEW R. SHAY | |
| FORM 990, PART VI, SECTION A, LINE 6 | NRF IS A MEMBERSHIP BASED TRADE ASSOCIATION. | |
| FORM 990, PART VI, SECTION A, LINE 7A | NRF'S GOVERNING BODY IS ELECTED BY ITS MEMBERSHIP. | |
| FORM 990, PART VI, SECTION A, LINE 7B | NRF'S GOVERNING BODY NOMINATES ITS OFFICERS, WHICH ARE THEN SUBJECT TO THE APPROVAL OF THE MEMBERSHIP. | |
| FORM 990, PART VI, SECTION B, LINE 11 | NRF'S FINANCE COMMITTEE IS A STANDING COMMITTEE OF THE BOARD OF DIRECTORS AND IS RESPONSIBLE FOR FINANCIAL AND ACCOUNTING MATTERS FOR THE FEDERATION. AS SUCH, THE FINANCE COMMITTEE HAS PRIMARY BOARD RESPONSIBILITY FOR THE REVIEW OF NRF'S OPERATING BUDGET AND AUDITED FINANCIAL STATEMENTS. IN ITS BOARD AUTHORIZED ROLE, THE FINANCE COMMITTEE ALSO REVIEWS FORM 990 WITH NRF MANAGEMENT AND THEN PRESENTS ITS FINDINGS AND RECOMMENDATIONS FOR APPROVAL TO THE BOARD OF DIRECTORS. UPON APPROVAL, THE FORM 990 IS SIGNED BY NRF'S CHIEF OPERATING OFFICER AND TAX ADVISOR, DELOITTE TAX, AND FILED ON A TIMELY BASIS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | NRF PERIODICALLY REVIEWS ITS BUSINESS ETHICS & EMPLOYEE CONDUCT POLICY WITH STAFF AND REQUIRES EMPLOYEES TO ANNUALLY CERTIFY THEIR COMPLIANCE WITH THE POLICY. MEMBER MEETINGS, COMMITTEE MEETINGS AND ALL BOARD MEETINGS ARE OPENED WITH EITHER A WRITTEN DISTRIBUTION OF THE NRF ANTITRUST GUIDELINES OR A GENERAL REFERENCE TO THE FACT THAT NRF DOES HAVE SUCH GUIDELINES AND THOSE ATTENDING ARE REQUESTED TO ADHERE TO THEM. NRF'S GOVERNING BODY ALSO ATTESTS ANNUALLY TO ITS CONFLICT OF INTEREST POLICY. IN THE EVENT A CONFLICT IS DETERMINED, THE BOARD MEMBER WITH THE CONFLICT IS ASKED TO RECUSE HIM OR HERSELF FROM VOTING ON THE MATTER UNDER DISCUSSION. | |
| FORM 990, PART VI, SECTION B, LINE 15 | NRF'S COMPENSATION COMMITTEE, WHICH IS COMPRISED OF MEMBERS OF THE GOVERNING BODY, ESTABLISHES THE COMPENSATION FOR THE CEO. IN SETTING THE COMPENSATION THE GROUP CONSIDERS PERFORMANCE TO GOALS AS WELL AS COMPARABILITY DATA. THERE IS CONTEMPORANEOUS SUBSTANTIATION OF THE COMMITTEE'S DELIBERATIONS. PART VI, SECTION B, LINE 15B : NRF'S PRESIDENT AND CEO ESTABLISHES THE COMPENSATION OF THE OTHER OFFICERS OF THE ORGANIZATION. IN SETTING THE COMPENSATION THE PRESIDENT & CEO CONSIDERS PERFORMANCE TO GOALS AS WELL AS COMPARABILITY DATA. THESE DECISIONS ARE REVIEWED WITH THE COMPENSATION COMMITTEE ANNUALLY AND THERE IS CONTEMPORANEOUS SUBSTANTIATION OF THE COMPENSATION DECISIONS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | NRF'S FINANCIAL INFORMATION IS MADE AVAILABLE THROUGH THE PUBLIC DISCLOSURE OF ITS FORM 990. NRF'S ARTICLES OFINCORPORATION ARE ON FILE WITH THE STATE OF NEW YORK AND ADDITIONALGOVERNANCE INFORMATION IS CONTAINED IN THE FORM 990. NRF'S CONFLICT OF INTEREST POLICIES ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART VII | BETWEEN 17% TO 18% OF EACH OFFICER'S TIME IS DEVOTED TO THE ACTIVITIES OF NRF'S SUBSIDIARY, NRF ENTERPRISES. A CORRESPONDING PORTION OF THE SALARIES REFLECTED ON SCHEDULE J WERE DEDUCTED BY NRF ENTERPRISES ON ITS 2011 FORM 1120. | HOURS DEVOTED TO A RELATED ORGANIZATION |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -943,046. DIVIDEND INCOME/RETURN OF CAPITAL 1,000,000. OCI -1,397,768. TOTAL TO FORM 990, PART XI, LINE 5: -1,340,814. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2A & 2B: | AUDITED STATEMENT RESPONSE: THE ORGANIZATION IS INCLUDED IN A CONSOLIDATED FINANCIAL STATEMENT AUDITED BY AN INDEPENDENT AUDITOR UNDER GAAP AND ISSUED TO THE NATIONAL RETAIL FEDERATION AND SUBSIDIARY. | EXPLANATION OF FINANCIAL STATEMENTS: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| NRF FOUNDATION | ||||||||||
| 325 7TH STREET NW | WASHINGTON | DC | 20004 | 521224690 | SUPPORTS THE ACTIVITIES OF THE NRF | DC | 501(C)(3) | LINE 11, TYPE III-FI | N/A | 0 |
| NRF POLITICAL ACTION COMMITTEE | ||||||||||
| 325 7TH STREET NW | WASHINGTON | DC | 20004 | POLITICAL ACTION COMMITTEE | DC | 527 | N/A | 1 | ||
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NRF ENTERPRISES INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 7TH ST NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131985451 | EIN |
| Primary Activity | PUBLICATIONS | PrimaryActivity |
| Legal Domicile State | DC | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | 1772161 | ShareOfTotalIncome |
| Share Of EOY Assets | 1512173 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| NRF ENTERPRISES | ||
| B | 1219288 | COST |
| NRF FOUNDATION | ||
| K | 13465 | COST |
| NRF ENTERPRISES | ||
| P | 608324 | COST |
| NRF FOUNDATION | ||
| P | 480629 | COST |
| NRF FOUNDATION | ||
| Q | 212726 | COST |
| NRF ENTERPRISES | ||
| R | 1000000 | FAIR MARKET VALUE |