2024-10-25T08:18:23-05:00 2023-12-31 341874260 CBIZ ADVISORS LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2023-01-01 440406976 RETAIL GROCERS ASSOCIATION OF GREATER KANSAS CITY RETA 9133843830 2809 W 47TH ST WESTWOOD KS 66205 JON MCCORMICK PRESIDENT 9133843830 2024-10-09 1 1 LISA BURKE P00220718 8169455500 2024-10-09 2023 2024-10-15 13:58:12Z JON MCCORMICK 2809 W 47TH ST WESTWOOD KS 66205 963318 0 X WWW.RGAKC.COM X 1976 MO RETAIL TRADE ASSOCIATION DEVOTED TO THE BETTERMENT OF RETAIL FOOD STORE OPERATORS AND THEIR SUPPLIERS 15 13 0 5 22024 0 0 0 90918 89542 95336 211767 0 0 186254 301309 16300 33400 0 0 7200 6200 0 0 0 208449 153003 231949 192603 -45695 108706 7379139 8055703 6650 0 7372489 8055703 TO ENABLE FOOD RETAILERS, THROUGH THEIR ASSOCIATION, TO DISPENSE USEFUL INFORMATION TO EDUCATE THEMSELVES IN THE SCIENTIFIC AND PRACTICAL FEATURES OF THEIR BUSINESS. TO MAINTAIN A HIGH STANDARD OF INTEGRITY AND EFFICIENCY IN THE CONDUCT OF THE RETAIL FOOD BUSINESS. 0 0 TO PROVIDE LEGISLATIVE REPRESENTATION FOR MEMBER ORGANIZATIONS. TO PROVIDE MEMBER ORGANIZATIONS WITH VARIOUS NEWS BULLETINS. TO PROVIDE MEMBER ORGANIZATIONS WITH EDUCATIONAL PROGRAMS. 0 0 1 1 0 0 0 0 0 0 0 0 1 0 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 1 0 1 4 0 1 0 1 1 0 0 0 0 0 0 0 0 0 X 15 13 1 1 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 0 0 1 1 KS MO X KEITH FRIESS CFO 9133843830 2809 W 47TH STREET WESTWOOD KS 66205 JON MCCORMICK PRESIDENT/CEO 10.00 30.00 X X 0 247588 37818 JOHN YERKES CFO 5.00 35.00 X X 0 98542 41174 MICHAEL BEAL CHAIRMAN 1.00 0.00 X X 1200 0 0 JOHN BALL TREASURER 1.00 0.00 X X 800 0 0 JON BIRKY DIRECTOR 1.00 0.00 X 400 0 0 SHAUN CHAUDRY DIRECTOR (TERM START 11/30/23) 1.00 0.00 X 0 0 0 DANTE COSENTINO DIRECTOR 1.00 0.00 X 0 0 0 SCOTT EVANS DIRECTOR (TERM START 11/30/23) 1.00 0.00 X 0 0 0 MICHAEL FLOERSCH DIRECTOR 1.00 0.00 X 0 0 0 DAVID GATES DIRECTOR 1.00 0.00 X 400 0 0 DON GIPSON DIRECTOR 1.00 0.00 X 0 0 0 LARRY GOOD DIRECTOR 1.00 0.00 X 400 0 0 MATT GOOD DIRECTOR 1.00 0.00 X 800 0 0 JENNY OSNER DIRECTOR (TERM START 11/30/23) 1.00 0.00 X 1200 0 0 JORDAN WHITE DIRECTOR 1.00 0.00 X 400 0 0 MARK THOMAS DIRECTOR (TERM END 4/27/23) 1.00 0.00 X 600 0 0 6200 346130 78992 0 0 1 0 0 MEMBERSHIP DUES 813910 67518 67518 VERIFICATION INCOME 561000 22024 22024 89542 193210 193210 680566 662009 18557 18557 18557 301309 67518 22024 211767 33400 6200 50936 20018 20130 8340 350 13220 36 12404 16665 10904 192603 137661 42373 215320 221155 6241284 5098762 784874 2693413 7379139 8055703 6650 0 6650 0 X 7372489 8055703 7372489 8055703 7379139 8055703 108706 574508 0 X X 0 1 X 1 0 10000 0 0 10000 10000 1 NATIONAL GROCERS ASSOCIATION GROCERS POLITICAL ACTION COMMITTEE 601 PENNSYLVANIE AVE NW STE 375N WASHINGTON DC 20004 10000 0 1 0 0 PART I-A, LINE 1: IN 2023, THE ORGANIZATION GAVE A $10,000 GRANT TO THE NATIONAL GROCERS ASSOCIATION GROCERS PAC. THE GROCERS PAC WAS CREATED TO HELP PROTECT AND PROMOTE THE FUTURE SUCCESS OF THE INDEPENDENT SECTOR BY SUPPORTING CANDIDATES FOR CONGRESS WHO UNDERSTAND THE GROCER BUSINESS, WHOSE VALUES AND GOALS ALIGN WITH THE NATIONAL GROCERS ASSOCIATION'S MISSION, AND WHO ARE WILLING TO WORK WITH THE ASSOCIATION TO ACHIEVE ITS LEGISLATIVE AND REGULATORY GOALS. 0 INVESTMENT IN SUBSIDIARY 2312621 DUE FROM SUBSIDIARY 380792 2693413 X PART X, LINE 2: THE ORGANIZATION'S PRESENT ACCOUNTING POLICY FOR THE EVALUATION OF UNCERTAIN TAX POSITIONS IS TO REVIEW THOSE POSITIONS ON AN ANNUAL BASIS. A LIABILITY WOULD BE RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS DURING THE PERIOD WHICH, BASED ON ALL AVAILABLE EVIDENCE, IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES AND THE LIABILITY WOULD BE INCURRED BY THE ORGANIZATION. NO ACCRUAL HAS BEEN RECORDED AT DECEMBER 31, 2023, AS MANAGEMENT DOES NOT BELIEVE ANY MATERIAL UNCERTAINTIES EXIST. TAX YEARS WITH OPEN STATUTE OF LIMITATIONS ARE 2020 AND FORWARD. 1 KANSAS CITY METRO CRIME COMMISSION 3100 BROADWAY BLVD KANSAS CITY MO 64111 440540176 501(C)(3) 15000 0 N/A N/A CRIME PREVENTION NATIONAL GROCERS ASSOCATION GROCERS PAC 601 PENNSYLVANIA AVE NW SUITE 375N WASHINGTON DC 20004 PAC 10000 0 N/A N/A PROTECT & PROMOTE CANDIDATES WHO UNDERSTAND THE RETAIL GROCER BUSINESS 1 1 0 0 0 JON MCCORMICK PRESIDENT/CEO 0 215438 0 8313 0 23837 0 33666 0 4152 0 285406 0 0 PART I, LINE 3 THE ORGANIZATION'S PRESIDENT/CEO AND OTHER OFFICERS ARE EMPLOYEES OF, AND COMPENSATED BY, THE ORGANIZATION'S WHOLLY OWNED SUBSIDIARY. THE SUBSIDIARY REVIEWS AND APPROVES COMPENSATION FOR ITS EMPLOYEES. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS MATT GOOD AND LARRY GOOD HAVE A FAMILY RELATIONSHIP. BOARD MEMBERS DON GIPSON, MICHAEL BEAL, JON MCCORMICK, LARRY GOOD, AND JOHN BALL HAD A BUSINESS RELATIONSHIP THROUGH COMMON OWNERSHIP IN AN S-CORP (FORMERLY LLC; SUBSEQUENTLY BOUGHT OUT BY PRIVATE EQUITY IN 2023). BY DECEMBER 31, 2023, THERE WAS NO BUSINESS RELATIONSHIP THROUGH COMMON OWNERSHIP. FORM 990, PART VI, SECTION A, LINE 3 MANAGEMENT DUTIES WERE PERFORMED BY EMPLOYEES OF THE ORGANIZATION'S WHOLLY OWNED SUBSIDIARY. THIS INCLUDES ESSENTIALLY ALL REQUIRED MANAGEMENT DUTIES. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS WHO ARE RETAIL GROCERS. THE MEMBERS DO NOT HAVE THE POWER TO ELECT OR APPOINT MEMBERS OF THE BOARD. THE BOARD HAS FINAL AUTHORITY TO AUTHORIZE MOTIONS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM. THE FORM IS REVIEWED BY MANAGEMENT AND BOARD MEMBERS. ANY COMMENTS OR QUESTIONS ARE ADDRESSED PRIOR TO FINAL APPROVAL AND FILING. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE COMMITTEE REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REVIEWING ANNUAL STATEMENTS SIGNED BY EACH MEMBER OF THE BOARD AND TAKING SUCH OTHER ACTIONS AS ARE NECESSARY FOR EFFECTIVE OVERSIGHT. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S PRESIDENT/CEO AND OTHER OFFICERS ARE EMPLOYEES OF, AND COMPENSATED BY, THE ORGANIZATION'S WHOLLY OWNED SUBSIDIARY. THE SUBSIDIARY REVIEWS AND APPROVES COMPENSATION FOR ITS EMPLOYEES; THEREFORE, IN ACCORDANCE WITH THE FORM INSTRUCTIONS, LINES 15A AND 15B HAVE BEEN ANSWERED "NO." FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC, AS IT IS NOT REQUIRED TO BY LAW. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S AUDIT AND FINANCE COMMITTEE IS RESPONSIBLE FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FOOD INDUSTRY SERVICES INC 2809 WEST 47TH STREET WESTWOOD KS 66205 362895045 MONEY ORDER SALES KS RETAIL GROCERS ASSOCIATION OF GREATER KANSAS CITY C 1409003 8086264 1.00000 0 0 0 0 1 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 FOOD INDUSTRY SERVICES INC M 50936 FAIR MARKET VALUE FOOD INDUSTRY SERVICES INC D 380792 CASH FOOD INDUSTRY SERVICES INC I 2000000 FAIR MARKET VALUE