2025-06-16T13:01:09-05:00 2024-10-31 420714325 RSM US LLP 7351 OFFICE PARK PLACE MELBOURNE FL 329408229 990 2023-11-01 366108621 INTERNATIONAL FRANCHISE ASSOCIATION INTE 2026620778 1900 K STREET NW STE700 WASHINGTON DC 20006 AMY BROWN CHEIF FINANCIAL OFFICER 2026620778 2025-06-13 1 1 KELLI PECK P01423033 3217516200 2025-06-13 2023 2025-03-06 01:10:19Z AMY BROWN 1900 K STREET NW STE700 WASHINGTON DC 20006 33997321 0 X WWW.FRANCHISE.ORG X 1960 IL PROTECTS, ENHANCES AND PROMOTES FRANCHISING. 63 63 58 67 2050483 0 794118 0 22226434 24206729 517416 1583741 0 2968 23537968 25793438 0 1000 0 0 7195058 10209229 0 0 0 13400148 14445148 20595206 24655377 2942762 1138061 24653484 28715260 9109607 10310326 15543877 18404934 X IFA MISSION: TO PROTECT, ENHANCE AND PROMOTE FRANCHISING.IFA VISION: BE THE PREEMINENT VOICE AND ACKNOWLEDGED LEADER FOR FRANCHISING WORLDWIDE.IFA VALUES: INTEGRITY, RESPECT, TRUST, EXCELLENCE, DIVERSITY.IFA STRATEGIC PRIORITIES: GOVERNMENT RELATIONS, PUBLIC RELATIONS, EDUCATION AND PROFESSIONAL DEVELOPMENT. 0 0 THE PROGRAM AND CONFERENCE DEPARTMENT IS REPONSIBLE FOR PLANNING AND ORGANIZING TRAINING PROGRAMS AND THE ANNUAL CONVENTION. THE PUBLICATION DEPARTMENT PROVIDES PUBLICATIONS PROMOTING FRANCHISING TO SERVICE MEMBERS. THE GOVERNMENT RELATIONS DEPARTMENT FUNCTIONS TO INFORM MEMBERS ON LEGAL AND LEGISLATIVE MATTERS WHICH WOULD IMPACT FRANCHISING AND CONDUCTS RESEARCH FOR MEMBERS. 0 0 1 1 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 92 0 1 58 1 1 1 0 0 0 1 1 0 0 0 0 0 X 63 63 0 1 0 0 1 1 0 1 1 0 0 0 1 0 0 1 0 0 0 0 X AMY BROWN CFO 2026620778 1900 K STREET NW STE700 WASHINGTON DC 20006 STEVE HOCKETT CHAIR 0.30 X X 0 0 0 DAVID HUMPHREY IMMEDIATE PAST CHAIR 0.30 X X 0 0 0 MARY THOMPSON VICE CHAIR 0.30 X X 0 0 0 ADAM CONTOS BOARD MEMBER 0.30 X 0 0 0 AL RODRIGUEZ BOARD MEMBER 0.30 X 0 0 0 ASLAM KHAN BOARD MEMBER 0.30 X 0 0 0 AZIM SAJU BOARD MEMBER 0.30 X 0 0 0 CAROLINE OYLER BOARD MEMBER 0.30 X 0 0 0 CAROLYN THURSTON BOARD MEMBER 0.30 X 0 0 0 CHARLES WATSON CFE BOARD MEMBER 0.30 X 0 0 0 CHRISTINA RUSSELL BOARD MEMBER 0.30 X 0 0 0 CHRISTINE SON BOARD MEMBER 0.30 X 0 0 0 CLINT EHLERS BOARD MEMBER 0.30 X 0 0 0 DAN MONAGHAN CFE BOARD MEMBER 0.30 0.30 X 0 0 0 DANIEL HALPERN BOARD MEMBER 0.30 X 0 0 0 DAVE MORTENSEN BOARD MEMBER 0.30 X 0 0 0 DAVID PEPPER BOARD MEMBER 0.30 X 0 0 0 DENNIS MAPLE BOARD MEMBER 0.30 X 0 0 0 DUSTIN HANSEN BOARD MEMBER 0.30 X 0 0 0 EARSA JACKSON CFE BOARD MEMBER 0.30 X 0 0 0 GARY ROBINS BOARD MEMBER 0.30 X 0 0 0 GRAHAM WEIHMILLER BOARD MEMBER 0.30 X 0 0 0 GREG FLYNN BOARD MEMBER 0.30 X 0 0 0 HARVEY HOMSEY BOARD MEMBER 0.30 X 0 0 0 HEIDI SCHAUER BOARD MEMBER 0.30 X 0 0 0 INDI NANDHRA BOARD MEMBER 0.30 X 0 0 0 JAY DUKE BOARD MEMBER 0.30 X 0 0 0 JEFFREY SOPP BOARD MEMBER 0.30 X 0 0 0 JERRY AKERS CHAIR, FRANCHISEE FORUM 0.30 X X 0 0 0 JOHN TEZA BOARD MEMBER 0.30 X 0 0 0 JON HIXSON BOARD MEMBER 0.30 X 0 0 0 JYOTI SAROLIA BOARD MEMBER 0.30 X 0 0 0 KAREN FINBERG BOARD MEMBER 0.30 X 0 0 0 KAREN SATTERLEE CFE BOARD MEMBER 0.30 0.30 X 0 0 0 KEVIN MORRIS BOARD MEMBER 0.30 X 0 0 0 KIMBERLY CROWELL BOARD MEMBER 0.30 X 0 0 0 LARISA WALEGA BOARD MEMBER - NON-VOTING 0.30 X 0 0 0 LILLIAN KIRSTEIN BOARD MEMBER 0.30 X 0 0 0 LUIS SAN MIGUEL BOARD MEMBER 0.30 X 0 0 0 MARCIA MEAD BOARD MEMBER 0.30 X 0 0 0 MARCUS BANKS BOARD MEMBER 0.30 X 0 0 0 MEG ROBERTS BOARD MEMBER 0.30 X 0 0 0 MICHAEL BROWNING JR BOARD MEMBER 0.30 X 0 0 0 MICHAEL GONDA BOARD MEMBER 0.30 X 0 0 0 MICHAEL SEID BOARD MEMBER 0.30 X 0 0 0 MITCH COHEN BOARD MEMBER 0.30 X 0 0 0 NED LYERLY BOARD MEMBER 0.30 X 0 0 0 OMAR SIMMONS BOARD MEMBER 0.30 0.30 X 0 0 0 RANDY CROSS BOARD MEMBER 0.30 X 0 0 0 RICHARD SNOW BOARD MEMBER - NON-VOTING 0.30 0.30 X 0 0 0 ROB BRANCA BOARD MEMBER 0.30 X 0 0 0 ROBIN GAGNON CHAIR, WOMEN'S FRANCHISE COMMITTEE 0.30 X X 0 0 0 RONALD FELDMAN CFE VICE CHAIR, IFA FOUNDATION 0.30 0.30 X 0 0 0 SAM BALLAS CFE 2ND VICE CHAIR, IFA BOARD 0.30 X 0 0 0 SARA POWELL BOARD MEMBER 0.30 X 0 0 0 SEAN FALK CFE BOARD MEMBER 0.30 0.30 X 0 0 0 SHANE EVANS BOARD MEMBER 0.30 X 0 0 0 STEPHEN SHIELDS BOARD MEMBER 0.30 X 0 0 0 STEVE DANON BOARD MEMBER 0.30 X 0 0 0 STEVE WHITE FOUNDATION BOARD CHAIR 0.30 0.30 X X 0 0 0 TAM KENNEDY BOARD MEMBER 0.30 X 0 0 0 TIM WILLIAMS BOARD MEMBER 0.30 X 0 0 0 TOM BABER BOARD MEMBER 0.30 X 0 0 0 TOM KROUSE BOARD MEMBER 0.30 X 0 0 0 TOM PORTESY BOARD MEMBER 0.30 X 0 0 0 MATTHEW HALLER CHIEF EXECUTIVE OFFICER & PRESIDENT 35.00 5.00 X 773717 0 110139 JENNIFER BRANDEEN CHIEF OPERATING OFFICER 40.00 X 516496 0 104611 MICHAEL WILLIAMS CHIEF FINANCIAL OFFICER (THRU 2/28/25) 40.00 X 370667 0 41063 AMY BROWN CHIEF FINANCIAL OFFICER 40.00 X 60642 0 2418 WILLIAM HALL CFE TREASURER 0.30 0.30 X 0 0 0 MICHAEL LAYMAN SVP, GOV'T RELATIONS & PUB. AFFAIRS 40.00 X 423586 0 42910 MICHAEL HANSCOM VP, STATE & LOCAL GOVT 40.00 X 316485 0 25801 ALAN CATLETT SVP, PROG & OPS 40.00 X 301483 0 11363 ERICA FITZSIMMONS VP, ADVOCACY POL. AFFAIRS 40.00 X 275059 0 18653 PAUL ROCCHIO VP, MEMEBERSHIP 40.00 X 262137 0 57776 SARAH BUSH GC, VP LEGAL & GR 40.00 X 241043 0 17431 3541315 0 432165 24 0 1 0 TARGETED VICTORY 2311 WILSON BLVD SUITE 200 ARLINGTON VA 22201 CONSULTING 599409 LEADING AUTHORITIES 1725 I STREET NW SUITE 200 WASHINGTON DC 20006 EVENT PRODUCTION 530366 MICHAEL WILLIAMS 5307 WAPAKONETA RD BETHESDA MD 20816 CONSULTING, MANAGEMENT 370667 CARLY WOOLEY 428 LEE RD APT 2128 VALLEY AL 36854 TELEMARKETING 281468 CONDOR COMMUNICATIONS 17521 RIDGE ROAD ROCKVILLE MD 20853 EVENT PRODUCTION 266310 25 MEMBERSHIP DUES 900099 11538820 11538820 PROGRAMS AND CONFERENCES 900099 8111577 8111577 MARKETING AND PUBLIC 541800 2044212 3866 2040346 ICFE INCOME 900099 1351475 1351475 GOV. RELATIONS/PUBLIC AFFAIRS 900099 1150508 1150508 10137 10137 24206729 911657 911657 8875967 8203195 688 672772 -688 672084 672084 MISCELLANEOUS INCOME 900099 2968 2968 2968 25793438 22156246 2050483 1586709 X 1000 2446249 6507467 57617 627485 570411 578441 149202 60000 59066 4191685 571329 698778 386969 1036005 555981 4590663 373855 DUES AND SUBSCRIPTIONS 446942 RESEARCH 368892 MISCELLANEOUS 174732 TEMPORARY HELP 102602 100006 24655377 18966486 9250168 891277 564569 1202942 1716980 3478537 2736486 706824 742051 404074 11621475 3695529 2481881 1124488 24653484 28715260 1987178 2226494 5515066 6953570 1607363 1130262 9109607 10310326 X 15543877 18404934 15543877 18404934 24653484 28715260 1138061 1722996 0 X X 0 1 X 1 0 60000 60000 60000 1 FRANPAC 1900 K STREET NW 700 WASHINGTON DC 20006 542060982 0 624081 0 0 1 11538820 1630000 3281667 4911667 2076988 2834679 PART I-A, LINE 1: EXCEPT FOR DONATIONS TO CERTAIN POLITICAL ORGANIZATIONS REPORTED ON FORM 1120-POL, THE INTERNATIONAL FRANCHISE ASSOCIATION CONDUCTED ALL OF ITS POLITICAL ACTIVITY THROUGH FRANPAC, A SECTION 527 POLITICAL ACTION COMMITTEE. 1276542 1116180 160362 2201995 1620306 581689 742051 ISHARES CORE S&P 500 ETF 1759990 F ISHARES RUSSELL MID CAP 1935539 F 3695529 DEFERRED COMPENSATION LIABILITY 416873 OPERATING LEASE LIABILITY 649820 DUE TO AFFILIATES 63569 1130262 27599218 1722996 141850 1864846 25734372 59066 59066 25793438 24738161 141850 141850 24596311 59066 59066 24655377 X X X X 0 0 0 MATTHEW HALLER CHIEF EXECUTIVE OFFICER & PRESIDENT 593717 0 135000 0 45000 0 95500 0 14639 0 883856 0 0 0 JENNIFER BRANDEEN CHIEF OPERATING OFFICER 396496 0 86250 0 33750 0 73375 0 31236 0 621107 0 0 0 MICHAEL LAYMAN SVP, GOV'T RELATIONS & PUB. AFFAIRS 326086 0 97500 0 0 0 10234 0 32676 0 466496 0 0 0 MICHAEL WILLIAMS CHIEF FINANCIAL OFFICER (THRU 2/28/2 370667 0 0 0 0 0 0 0 41063 0 411730 0 0 0 MICHAEL HANSCOM VP, STATE & LOCAL GOVT 256485 0 60000 0 0 0 6233 0 19567 0 342285 0 0 0 PAUL ROCCHIO VP, MEMEBERSHIP 216137 0 46000 0 0 0 8933 0 48843 0 319913 0 0 0 ALAN CATLETT SVP, PROG & OPS 251483 0 50000 0 0 0 9125 0 2238 0 312846 0 0 0 ERICA FITZSIMMONS VP, ADVOCACY POL. AFFAIRS 225959 0 49100 0 0 0 8933 0 9720 0 293712 0 0 0 SARAH BUSH GC, VP LEGAL & GR 216043 0 25000 0 0 0 7867 0 9564 0 258474 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A IFA HAS AN EXECUTIVE COMMITTEE THAT MEETS THREE TIMES A YEAR: FEBRUARY, JUNE, AND SEPTEMBER. THE COMMITTEE CONSISTS OF THE BOARD CHAIR (WHO ALSO CHAIRS THE COMMITTEE), THE TWO MOST RECENT PAST CHAIRS ELIGIBLE TO SERVE, THE VICE CHAIR, THE TREASURER, THE SECRETARY, THE CHAIR OF THE FRANCHISOR FORUM, THE CHAIR OF THE FRANCHISEE FORUM, AND THE CHAIR OF THE SUPPLIER FORUM. THE COMMITTEE HAS THE AUTHORITY OF THE FULL BOARD IN THE MANAGEMENT OF THE ASSOCIATION DURING THE PERIODS BETWEEN FULL BOARD MEETINGS; EXCEPT THAT THE EXECUTIVE COMMITTEE HAS NO AUTHORITY REGARDING ACTS OR POWERS SPECIFICALLY RESERVED FOR THE BOARD BY OPERATION OF THE ILLINOIS NOT-FOR-PROFIT CORPORATION ACT, NOR BY BOARD RESOLUTION. ADDITIONALLY, THE EXECUTIVE COMMITTEE MAY NOT CONTRAVENE A SPECIFIC POLICY OR RESOLUTION PREVIOUSLY ADOPTED BY THE FULL BOARD. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION UTILIZED MIKE WILLIAMS AND ASSOCIATES, A THIRD PARTY, TO PERFORM THE DUTIES OF THE CHIEF FINANCIAL OFFICER THRU SEPTEMBER WHEN THIS TRANSITIONED TO THE IN-HOUSE TEAM FORM 990, PART VI, SECTION A, LINE 6 THERE ARE 4 CATEGORIES OF MEMBERSHIP: FRANCHISOR MEMBER: ANY COMPANY ENGAGED IN FRANCHISING AS A FRANCHISOR OR SUB-FRANCHISOR IN THE UNITED STATES OF AMERICA OR ONE OR MORE OTHER COUNTRIES, OR THAT SATISFACTORILY DEMONSTRATES AN INTENTION TO ENGAGE IN FRANCHISING AS A FRANCHISOR, SUBJECT TO THE CONTINUING SATISFACTION OF THIS CATEGORY'S REQUIREMENTS. FRANCHISEE MEMBER: THERE ARE 2 TYPES OF FRANCHISEE MEMBERS. (1) A FRANCHISEE ORGANIZATION MEMBER IS ANY BONA FIDE ASSOCIATION OR ADVISORY COUNCIL COMPOSED PRIMARILY OF FRANCHISEES AND RECOGNIZED OR DESIGNATED BY A FRANCHISOR IS ELIGIBLE TO BE A FRANCHISEE ORGANIZATION MEMBER. A FRANCHISEE ORGANIZATION MEMBER MAY BE A NATIONAL OR REGIONAL ASSOCIATION OR ADVISORY COUNCIL OF FRANCHISEES. (2) A FRANCHISEE MEMBER IS ANY SINGLE OR MULTIUNIT FRANCHISEE OPERATING HIS OR HER BUSINESS PURSUANT TO A FRANCHISE OR SIMILAR AGREEMENT IN EFFECT WITH A FRANCHISOR (INCLUDING AREA DEVELOPERS, DEVELOPMENT AGENTS AND AREA REPRESENTATIVES). SUPPLIER MEMBER: ANY FIRM, PARTNERSHIP OR COMPANY THAT SUPPLIES GOODS OR SERVICES TO MEMBERS OF THE ASSOCIATION IS ELIGIBLE TO BE A SUPPLIER MEMBER, SUBJECT TO THE CONTINUING SATISFACTION OF THE REQUIREMENTS SET FORTH IN THE BYLAWS. EMPLOYEE AFFINITY MEMBER: ANY EMPLOYEE OF A FRANCHISOR MEMBER, FRANCHISEE MEMBER, OR SUPPLIER MEMBER IS ELIGIBLE TO BE AN EMPLOYEE AFFINITY MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE ASSOCIATION'S BOARD OF DIRECTORS IS SELECTED WITH THE ASSISTANCE OF THE NOMINATING COMMITTEE, WHICH CONSISTS OF THE TWO MOST RECENT PAST CHAIRS OF THE BOARD OF DIRECTORS ELIGIBLE AND WILLING TO SERVE AS A MEMBER OF THE NOMINATING COMMITTEE, THE CURRENT CHAIR OF THE BOARD OF DIRECTORS, THE CURRENT CHAIR OF THE DIVERSITY INSTITUTE, THE CURRENT CHAIR OF THE WOMEN'S FRANCHISE COMMITTEE, AND THE MOST RECENT PAST CHAIRS OF THE FRANCHISOR FORUM AND THE FRANCHISEE FORUM ELIGIBLE AND WILLING TO SERVE AS A MEMBER OF THE NOMINATING COMMITTEE. THE MOST RECENT PAST CHAIR OF THE BOARD OF DIRECTORS SHALL SERVE AS CHAIR, AND THE CHAIR OF THE BOARD OF DIRECTORS SHALL SERVE AS VICE CHAIR, OF THE NOMINATING COMMITTEE. IT IS THE DUTY OF THE NOMINATING COMMITTEE TO PROPOSE TO THE BOARD OF DIRECTORS: (I) CANDIDATES FOR THE OFFICE OF DIRECTOR TO BE ELECTED BY THE BOARD OF DIRECTORS AT ITS REGULAR FALL MEETING AND (II) CANDIDATES FOR THE FOLLOWING OFFICERS OF THE ASSOCIATION TO BE ELECTED BY THE BOARD OF DIRECTORS AT ITS REGULAR FALL MEETING: CHAIR, FIRST VICE CHAIR, SECOND VICE CHAIR, SECRETARY, TREASURER AND ASSISTANT TREASURER, IF THE BOARD OF DIRECTORS HAS NOTIFIED THE NOMINATING COMMITTEE TO SLATE A CANDIDATE FOR THE OFFICE OF ASSISTANT TREASURER. THE NOMINATING COMMITTEE SHALL NOMINATE A NUMBER OF CANDIDATES FOR THE BOARD OF DIRECTORS SUFFICIENT TO FILL ALL THEN AND EXISTING VACANCIES ON THE BOARD OF DIRECTORS AND ALL VACANCIES THAT ARE PROJECTED TO OCCUR BY THE NEXT ANNUAL MEETING OF THE ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF FINANCIAL OFFICER REVIEWED THE FORM 990 BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE PRESIDENT/CEO IS REVIEWED BY THE ORGANIZATION'S EXECUTIVE COMPENSATION COMMITTEE. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS REVIEWED BY THE PRESIDENT/CEO. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF ALL GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING SERVICES 2,955,411. OUTSIDE SERVICES 1,217,842. PAYROLL PROCESSING FEES 18,432. FORM 990, PART XII, LINE 2C: THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PREVIOUS YEAR. IFA FOUNDATION 1900 K STREET NW 700 WASHINGTON DC 20006 521358631 EDUCATION IN THE FRANCHISE INDUSTRY IL 501(C)(3) LINE 7 INTERNATIONAL FRANCHISE ASSOCIATION 1 INTERNATIONAL FRANCHISE ASSOCIATION FRANCHISING PAC INC 1900 K STREET NW 700 WASHINGTON DC 20006 542060982 POLITICAL ACTION COMMITTEE DC 527 INTERNATIONAL FRANCHISE ASSOCIATION 1 COALITION TO SAVE LOCAL BUSINESS INC 1900 K STREET NW 700 WASHINGTON DC 20006 990935654 ADVOCACY DE 501(C)(4) INTERNATIONAL FRANCHISE ASSOCIATION 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 IFA FOUNDATION D 380736 BASED ON AMOUNTS INCURRED FRANPAC L 624081 FUNDS TRANSFERRED UNDER FEC RULES