2023-08-30T09:35:29-05:00 2022-12-31 FORVIS LLP 777 Main Street Suite 2000 Fort Worth TX 76102 990 2022-01-01 364349795 Women's FoodService Forum % THERESE GEARHART WOME 9725287222 5310 Harvest Hill Rd Ste 299 Dallas TX 75230 THERESE COLTON GREARHART CEO 9725287222 2023-05-15 true Therese Gearhart XXX-XX-XXXX Jeanette Verrelli P00742631 8173322301 2 2022 2023-04-26 12:10:37Z THERESE GEARHART 5310 HARVEST HILL RD STE 299 DALLAS TX 75230 8120057 false X WWW.WFF.ORG X 1989 IL ACCELERATE THE ADVANCEMENT OF WOMEN LEADERS IN THE FOOD INDUSTRY. WE BELIEVE IN LIMITLESS OPPORTUNITY FOR ALL WOMEN. 29 28 10 291 0 0 2796037 2343639 3045202 5309144 261896 59914 200190 96512 6303325 7809209 0 0 0 0 2065381 2199228 0 0 755585 3751256 5007760 5816637 7206988 486688 602221 7951550 6693774 3882038 2842275 4069512 3851499 X ACCELERATE THE ADVANCEMENT OF WOMEN LEADERS IN THE FOOD INDUSTRY. WE BELIEVE IN LIMITLESS OPPORTUNITY FOR ALL WOMEN. false false 573037 226492 WFF CONNECT - A DIGITAL PORTAL FOR THE BENEFIT OF MEMBERS AND PARTNER COMPANIES: THE WOMEN'S FOODSERVICE FORUM (WFF) HOSTS A PASSWORD PROTECTED PORTAL, WFF CONNECT, THAT ENABLES WFF TO DELIVER YEAR-ROUND VALUE TO OUR MEMBERSHIP AND COMPANIES THAT SUPPORT OUR MISSION. FOR OUR 5,000 PLUS MEMBERSHIP, WFF CONNECT HOSTS VIRTUAL CONTENT DELIVERING PROFESSIONAL DEVELOPMENT, INSIGHTS FROM INDUSTRy EXECUTIVES, AND CONNECTION TO INDUSTRY PEERS. FOR OUR 66 PARTNER COMPANIES, WFF CONNECT HOSTS PROFESSIONAL DEVELOPMENT RESOURCES THAT THEY CAN LEVERAGE MORE BROADLY, ALONG WITH RELATIONSHIP MANAGEMENT MATERIALS AND METRICS ON THEIR EMPLOYEE ENGAGEMENT. RECORDINGS OF OUR COMPLIMENTARY VIRTUAL EVENTS AND OUR PAID IN-PERSON EVENTS ARE HOSTED ON WFF CONNECT FOR CONVENIENT ON-DEMAND CONSUMPTION. 3976412 4790940 ANNUAL LEADERSHIP CONFERENCE: WOMEN'S FOODSERVICE FORUM (WFF) IS AN ANNUAL 3-DAY EVENT THAT PROVIDED HIGH QUALITY PROFESSIONAL DEVELOPMENT, INSPIRATION FROM WORLD LEADERS AND INDUSTRY EXECUTIVES, AND PEER CONNECTION FOR EMERGING LEADERS AND EXECUTIVE IN THE FOOD INDUSTRY. THE 2022 EVENT WAS PRIMARILY ON-SITE (OVER 90%) WITH 2,704 PARTICIPANTS AND LESS THAN 10% VIRTUAL. 436541 309212 LEADERSHIP DEVELOPMENT WORKSHOPS WOMEN'S FOODSERVICE FORUM (WFF) 2022 LEADERSHIP DEVELOPMENT WORKSHOPS WERE HOSTED AS A HYBRID, TWO-PART SERIES ENABLING EITHER IN-PERSON OR VIRTUAL ATTENDANCE. THESE ONE-DAY WORKSHOPS WERE HELD IN FOUR MARKETS INCLUDING DALLAS ATLANTA, ORLANDO, AND ORANGE COUNTY. THE LIVE RECORDINGS FOR VIRTUAL ATTENDEES WERE DONE IN ATLANTA AND DALLAS LOCATIONS. THE OBJECTIVE OF THESE WORKSHOPS IS TO PROVIDE WOMEN WITH PROFESSIONAL DEVELOPMENT, INSPIRATION FROM INDUSTRY ROLE MODELS AND NETWORKING WITH THEIR INDUSTRY PEERS. THE VIRTUAL OFFERING, PLUS REGIONAL LOCATIONS, MAKE THIS OFFERING MORE CONVENIENT TO ATTEND AND PROVIDE EASIER ACCESS TO WFF CONTENT. THE TOTAL NUMBER OF PAID REGISTRANT IN 2022 WAS 883. 4985990 true true false false false false false false false false true false false false true false true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 34 0 true 10 true false false false false false false false false false false false false X 29 28 false false false false true true false true true false false false true true true true true true true false IL MN X THERESE GEARHART 9725287222 5310 HARVEST HILL RD SUITE 299 DALLAS TX 75230 X THERESE GEARHART PRESIDENT AND CEO 40.0 0.0 X X 762092 0 27000 KRISTA GIBSON CHIEF MARKETING OFFICER 40.0 0.0 X 262015 0 24796 DANA MINTON VP, PARTNER ENGAGEMENTS 40.0 0.0 X 178342 0 19889 ANITA ZIELINSKI Chair-Elect 1.0 0.0 X X 0 0 0 SARAH KING Treasurer 1.0 0.0 X X 0 0 0 ANN MAMER-LLOYD director 1.0 0.0 X 0 0 0 CARLA BALAKGIE DIRECTOR 0.3 0.0 X 0 0 0 CATHERINE FOX DIRECTOR 0.3 0.0 X 0 0 0 ALISA GMELICH DIRECTOR 0.3 0.0 X 0 0 0 KELLY LEFFERTS DIRECTOR 0.3 0.0 X 0 0 0 HEATHER NEARY DIRECTOR 0.3 0.0 X 0 0 0 COLEY O'BRIEN Director 1.0 0.0 X 0 0 0 LORAINE YALCH DIRECTOR 1.0 0.0 X 0 0 0 Dawn Rasmussen Director 0.3 0.0 X 0 0 0 Elizabeth Horvath Director 0.3 0.0 X 0 0 0 Kate Jaspon Director 1.0 0.0 X 0 0 0 Linken D'Souza Director 0.3 0.0 X 0 0 0 Merary Simeon DIRECTOR 1.0 0.0 X 0 0 0 Tanika Cabral Director 0.3 0.0 X 0 0 0 Debbie Roberts Director 0.3 0.0 X 0 0 0 Tracy Skeans CHAIR 1.0 0.0 X X 0 0 0 Ryan Elwart DIRECTOR 1.0 0.0 X 0 0 0 Cathleen Ciaramello Director 0.3 0.0 X 0 0 0 Cristina Clarke Director 0.3 0.0 X 0 0 0 Jamie McKeon DIRECTOR 0.3 0.0 X 0 0 0 Shawn Ogrady Director 0.3 0.0 X 0 0 0 Kelli Valade Director 1.0 0.0 X 0 0 0 Libby Wanamaker Director 0.3 0.0 X 0 0 0 1202449 0 71685 3 false true false 0 2343639 2343639 Conference 900099 4790940 4790940 Membership Revenue 900099 208992 208992 Leadership Development Workshops 900099 309212 309212 5309144 161872 161872 0 0 0 0 0 208890 310848 -101958 -101958 -101958 0 0 0 0 0 0 0 0 0 All Other Misc Revenue 900099 96512 17500 79012 96512 7809209 5326644 138926 0 0 0 0 789092 513699 63127 212266 0 1014173 658493 84610 271070 0 305463 198995 24415 82053 90500 58829 7414 24257 0 9761 9761 43482 43482 0 0 32916 32916 464537 117684 332903 13950 134914 128776 76 6062 2876427 2763951 95663 16813 653668 49852 602487 1329 0 290062 188962 23184 77916 194938 174246 620 20072 0 39129 5434 6616 27079 0 0 12039 6923 2398 2718 15880 893 14987 BAD DEBT EXPENSE 1495 1495 Vendor Fees 125305 119253 6052 Credit Card Fees 113207 113207 7206988 4985990 1465413 755585 1390248 662694 234189 232877 925000 690000 46430 17257 0 0 0 0 0 0 0 0 407329 739834 553893 550138 8578 3755 4890209 4096389 0 0 0 0 30067 24846 19500 226122 7951550 6693774 511839 579194 0 0 1131199 807720 0 0 0 0 0 0 2200000 1200000 0 0 39000 255361 3882038 2842275 X 2805185 2823484 1264327 1028015 4069512 3851499 7951550 6693774 602221 -820234 X false true X true false X 3629131 2140722 1634331 2796037 2343639 12543860 0 0 3629131 2140722 1634331 2796037 2343639 12543860 915176 11628684 77639 83736 136723 152933 161872 612903 0 0 0 0 0 0 0 0 0 195343 79012 274355 13431118 24098859 0.86580 0.87951 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9978 6223 3755 543915 543915 3755 0 Deferred Compensation 59500 RIGHT-OF-USE LIABILITY 195861 255361 6956059 -820234 -820234 7776293 32916 32916 7809209 7174072 7174072 32916 32916 7206988 Schedule D, Part X, Line 2: ASC 740 FOOTNOTE: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. X X X X X X false false false false false true false false false THERESE GEARHART PRESIDENT AND CEO 510700 0 250000 0 1392 0 27000 0 0 0 789092 0 250000 0 DANA MINTON VP, PARTNER ENGAGEMENTS 146273 0 30000 0 2069 0 5505 0 14384 0 198231 0 30000 0 KRISTA GIBSON CHIEF MARKETING OFFICER 209492 0 51570 0 953 0 10538 0 14258 0 286811 0 51570 0 schedule j, part i, line 6a THERESE GEARHART, KRISTA GIBSON, AND DANA MINTON EARNED BONUSES in 2021. THESE BONUSES REPRESENTED A RESTORATION OF ORIGINAL SALARIES THAT HAD BEEN REDUCED IN MID-2021 AS A RESULT OF CASH FLOW UNCERTAINTY AS A RESULT OF COVID-19 PANDEMIC. THIS UNCERTAINTY WAS PARTIALLY CAUSED BY THE CANCELLATION OF THE ANNUAL LEADERSHIP CONFERENCE, A LARGE CASH GENERATOR FOR THE COMPANY. THESE BONUSES WERE PAID IN 2022. FORM 990, PART VI, SECTION A, LINE 6 SOLE MEMBER: 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 & 7B MEMBER ELECTION AND DECISION ABILITIES: 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 11B REVIEW OF FORM 990: THE FORM 990 WILL BE MADE AVAILABLE FOR REVIEW BY THE WOMEN'S FOODSERVICE FORUM BOARD OF DIRECTORS. THE FORM 990 IS REVIEWED BY THE CHAIRMAN OF THE BOARD BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C WRITTEN CONFLICT OF INTEREST POLICY: THE CONFLICT OF INTEREST POLICY COVERS BOARD MEMBERS, OFFICERS, AND SENIOR STAFF OF THE ORGANIZATION. FULL DISCLOSURE, BY NOTICE IN WRITING, IS REQUIRED TO BE MADE BY INDIVIDUALS WITH POTENTIAL CONFLICTS OF INTEREST TO THE GOVERNANCE AND NOMINATING COMMITTEE AND THEIR CHAIR OF THE BOARD. THE CHAIR OF THE BOARD WILL DETERMINE WHETHER TO: (A) TAKE NO ACTION; (B) ASSURE FULL DISCLOSURE TO THE BOARD OF DIRECTORS AND OTHER INDIVIDUALS COVERED BY THIS POLICY; (C) ASK THE PERSON TO RECUSE FROM PARTICIPATION IN RELATED WFF DISCUSSIONS OR DECISIONS; OR (D) ASK THE PERSON TO RESIGN FROM THEIR WFF POSITION OR, IF THE PERSON REFUSES TO RESIGN, BECOME SUBJECT TO POSSIBLE REMOVAL IN ACCORDANCE WITH REMOVAL PROCEDURES IN THE BYLAWS. THE PRESIDENT AND CEO AND CHIEF STAFF FINANCE EXECUTIVE WILL MONITOR PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND DISCLOSE THEM TO THE BOARD CHAIR IN ORDER TO DEAL WITH POTENTIAL OR ACTUAL CONFLICTS, WHETHER DISCOVERED BEFORE OR AFTER THE TRANSACTION HAS OCCURED. FORM 990, PART VI, SECTION B, LINE 15A REVIEW OF CEO OR TOP MGMT OFFICIAL COMPENSATION: THE ORGANIZATION HAS CREATED A COMPENSATION COMMITTEE AS A STANDING COMMITTEE. SPECIFIC DUTIES INCLUDE REVIEW OF THE PRESIDENT AND CEO COMPENSATION PLAN INCLUDING BENEFITS ON AN ANNUAL BASIS. THE COMMITTEE PERIODICALLY REQUESTS AND CONSIDERS BENCHMARK DATA FOR THEIR USE IN DETERMINING COMPENSATION. COMPENSATION COMMITTEE MINUTES ARE DOCUMENTED AND KEPT ON FILE. THE MINUTES DO NOT SPECIFY DETAILS; HOWEVER, DO DOCUMENT THAT THE COMMITTEE DID DISCUSS AND APPROVE THE COMPENSATION OF THE CEO AND DIRECT REPORTS TO THE CEO. THE LAST REVIEW WAS CONDUCTED IN JULY OF 2023. FORM 990, PART VI, SECTION B, LINE 15B REVIEW OF OTHER OFFICER OR KEY EMPLOYEES COMPENSATION: IN JULY OF 2023 THE ORGANIZATION MADE USE OF THE COMPENSATION COMMITTEE FOR THE REVIEW OF COMPENSATION OF OTHER KEY EMPLOYEES. THE COMMITTEE PERIODICALLY REQUESTS AND CONSIDERS BENCHMARK DATA FOR THEIR USE IN DETERMINING COMPENSATION. THE COMPENSATION COMMITTEE MINUTES ARE DOCUMENTED AND KEPT ON FILE. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION A, LINE 1A DELEGATION OF AUTHORITY: THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIR, CHAIR-ELECT, TREASURER, AND FOUR AT-LARGE MEMBERS OF THE BOARD OF DIRECTORS APPOINTED BY THE CHAIR. THE CEO SHALL SERVE AS AN EX-OFFICIO NON-VOTING MEMBER OF THE EXECUTIVE COMMITTEE. 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.