2025-03-28T10:12:42-05:00 2023-12-31 593186310 THOMAS HOWELL FERGUSON PA 2615 CENTENNIAL BLVD SUITE 200 TALLAHASSEE FL 32308 990 2023-01-01 590571930 FLORIDA RESTAURANT AND LODGING ASSOC INC FLOR 8502242250 PO BOX 1779 TALLAHASSEE FL 323021779 CAROL DOVER PRESIDENT & CEO 8502242250 2025-03-15 1 0 STACEY T KOLKA P01371120 8506688100 2023 2025-03-06 01:10:19Z CAROL DOVER PO BOX 1779 TALLAHASSEE FL 323021779 10442354 0 X WWW.FRLA.ORG X 1946 FL TO PROTECT, PROMOTE, AND EDUCATE FLORIDA'S HOSPITALITY INDUSTRY. 116 116 45 225 11000 0 4 0 2380329 2525389 353069 288500 4834032 3822724 7567434 6636613 8681 36800 0 0 4591938 4258848 0 0 0 3006944 2415726 7607563 6711374 -40129 -74761 12803226 13593969 1080746 1027229 11722480 12566740 X SEE SCHEDULE O 0 0 EDUCATION AND TRAINING: IN 2023 FRLA PROVIDED 530 EXAMS TO MANAGERS IN THE FOOD SERVICE INDUSTRY. FRLA ALSO PROVIDED 135,168 FOOD HANDLER BOOKS AND CERTIFICATES TO NEW/EXISTING HOSPITALITY EMPLOYEES AS REQUIRED BY FLORIDA STATUTE. IN ADDITION, OTHER PRODUCTS AND SERVICES ARE MADE AVAILABLE TO THE HOSPITALITY INDUSTRY USING PRODUCTS DEVELOPED BY THE NATIONAL RESTAURANT ASSOCIATION AND THE AMERICAN HOTEL AND LODGING ASSOCIATION. THESE TRAINING AND EDUCATIONAL MATERIALS AID IN ENSURING HIGH QUALITY SERVICE, REGULATORY COMPLIANCE AND FURTHERING THE PROMOTION OF PROFESSIONALISM IN THE INDUSTRY. MEMBERSHIP: AS OF 12/31/23, FRLA HAD 708 LODGING MEMBERS, 4,872 RESTAURANT MEMBERS (AFFILIATED PROPERTY/FRANCHISES APPROXIMATELY 388), AND ALLIED MEMBERS WHO PROVIDE GOODS AND SERVICES TO HOSPITALITY INDUSTRY, TOTALING 878. VARIOUS TRAINING AND EDUCATIONAL KITS AND GUIDES ARE PROVIDED TO THEIR MEMBERS. FRLA CONTINUES TO PROMOTE THE HOSPITALITY INDUSTRY THROUGH MEMBER SERVICES. GOVERNMENT RELATIONS: THIS FUNCTION SERVES AS THE INDUSTRY'S WATCH DOG FOR FEDERAL, STATE, AND LOCAL TAXES, ORDINANCES AND THE LIKE. DURING FLORIDA'S LEGISLATIVE SESSION, MEMBERS ARE ENGAGED IN THE PROCESS THROUGH CONFERENCE CALLS, TELECONFERENCE MEETINGS, AND WEEKLY E-NEWSLETTERS. FRLA REPRESENTS THEIR MEMBERS ON THE ISSUES OF LEGISLATIVE AND REGULATORY AFFAIRS AND KEEPS MEMBERS INFORMED OF INDUSTRY-RELATED ISSUES. THIS FUNCTION SERVES TO PROTECT THE HOPSITALITY INDUSTRY. 0 0 1 1 0 0 0 0 0 1 1 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 36 0 45 1 1 1 0 0 0 1 1 0 0 0 X 116 116 0 0 0 0 1 0 0 1 1 0 1 1 0 1 1 1 1 1 1 0 0 X BOB DEARDEN 8502242250 230 SOUTH ADAMS STREET TALLAHASSEE FL 32301 AARON HOEFEN CHAPTER PRESIDENT 1.00 1.00 X 0 0 0 ADAM BABINGTON REPRESENTATIVE 1.00 0.20 X 0 0 0 AMANDA GRIMMER REPRESENTATIVE 1.00 X 0 0 0 ANDREI STERN CHAPTER REPRESENTATIVE 1.00 X 0 0 0 ANNA MACDIARMID CHAPTER REPRESENTATIVE 1.00 X 0 0 0 BARBARA BOWDEN LODGING DIR. 1.00 1.00 X X 0 0 0 BARRY KADEL CHAPTER REPRESENTATIVE 1.00 1.20 X 0 0 0 BILL LAY CHAPTER PRESIDENT 1.00 X 0 0 0 BILL PASCRELL REPRESENTATIVE 1.00 X 0 0 0 BRIAN COMES REPRESENTATIVE 1.00 X 0 0 0 BRIAN QUINN REPRESENTATIVE 1.00 X 0 0 0 CARL BERRY CHAPTER REPRESENTATIVE 1.00 1.20 X 0 0 0 CATHIE KOCH REPRESENTATIVE 1.00 0.20 X 0 0 0 CHAD OLSON CHAPTER PRESIDENT 1.00 X 0 0 0 CHRIS TOMASSO REPRESENTATIVE 1.00 X 0 0 0 CHRISTINE FIELDS CHAPTER REPRESENTATIVE 1.00 X 0 0 0 CHUCK PRATHER RESTAURANT DIR. 1.00 X 0 0 0 CINDY STALEY CHAPTER REPRESENTATIVE 1.00 X 0 0 0 CLARK DAVIS REPRESENTATIVE 1.00 X 0 0 0 CLINT ROGERS CHAPTER REPRESENTATIVE 1.00 X 0 0 0 CLYDE SMITH CHAPTER PRESIDENT 1.00 X 0 0 0 CODY KAHN REPRESENTATIVE 1.00 X 0 0 0 DAN DAVIS CHAPTER REPRESENTATIVE 1.00 X 0 0 0 DANIEL SHOUVLIN CHAPTER REPRESENTATIVE 1.00 X 0 0 0 DANIELLE ROSSE CHAPTER REPRESENTATIVE 1.00 X 0 0 0 DAVID WARRINER CHAPTER PRESIDENT 1.00 X 0 0 0 DAVID WARRINER REPRESENTATIVE 1.00 1.20 X 0 0 0 DENNIS CHAN CHAPTER REPRESENTATIVE 1.00 1.00 X 0 0 0 DEREK FLINT CHAPTER REPRESENTATIVE 1.00 X 0 0 0 ED KORTUM CHAPTER REPRESENTATIVE 1.00 X 0 0 0 ERIC HASEMAN CHAPTER REPRESENTATIVE 1.00 X 0 0 0 ERIC POTTS CHAPTER REPRESENTATIVE 1.00 X 0 0 0 ERIC WALTZ CHAPTER REPRESENTATIVE 1.00 1.00 X 0 0 0 ERNIE MOSES CHAPTER REPRESENTATIVE 1.00 1.00 X 0 0 0 FRANK EUCALLITO CHAPTER REPRESENTATIVE 1.00 X 0 0 0 GARY COHEN REPRESENTATIVE 1.00 X 0 0 0 GENE PRESCOTT REPRESENTATIVE 1.00 X 0 0 0 GIL REYES CHAPTER REPRESENTATIVE 1.00 1.00 X 0 0 0 GREG COOK SEC/TREASURER 1.00 0.20 X X 0 0 0 GREG DELKS CHAPTER REPRESENTATIVE 1.00 X 0 0 0 GWENDOLYN SMITH CHAPTER PRESIDENT 1.00 X 0 0 0 HEIDI SCHAUER REPRESENTATIVE 1.00 X 0 0 0 HENRY DELGADO RESTAURANT DIR. 1.00 0.20 X X 0 0 0 HENRY DELGADO CHAPTER PRESIDENT 1.00 X 0 0 0 HORACE DAWSON REPRESENTATIVE 1.00 X 0 0 0 JAN GAUTAM REPRESENTATIVE 1.00 X 0 0 0 JAVIER RASMUSSEN CHAPTER REPRESENTATIVE 1.00 1.00 X 0 0 0 JAY JOHNSON CHAPTER REPRESENTATIVE 1.00 0.20 X 0 0 0 JAY TUSA REPRESENTATIVE 1.00 X 0 0 0 JEREMY ROBINSON REPRESENTATIVE 1.00 X 0 0 0 JESSICA CAIN CHAPTER REPRESENTATIVE 1.00 X 0 0 0 JIM WALKER CHAPTER REPRESENTATIVE 1.00 0.20 X 0 0 0 JOE KADOW REPRESENTATIVE 1.00 X 0 0 0 JOE TAYLOR REPRESENTATIVE 1.00 X 0 0 0 JOHN HODGE REPRESENTATIVE 1.00 X 0 0 0 JOHN JOSHBERGER REPRESENTATIVE 1.00 X 0 0 0 JOHN KELLEYSHANNON SELLMAN REPRESENTATIVE 1.00 X 0 0 0 JOHN MCREYNOLDS REPRESENTATIVE 1.00 X 0 0 0 JON MCGAVIN REPRESENTATIVE 1.00 0.20 X 0 0 0 JOY BOYD CHAPTER REPRESENTATIVE 1.00 X 0 0 0 JULIE HILTON REPRESENTATIVE 1.00 0.20 X 0 0 0 JUSTIN GARNER REPRESENTATIVE 1.00 1.00 X 0 0 0 KEITH SPACE CHAPTER REPRESENTATIVE 1.00 X 0 0 0 KERRY MORRISSEY REPRESENTATIVE 1.00 X 0 0 0 KURT BROWN CHAPTER REPRESENTATIVE 1.00 X 0 0 0 KYLE GREENE CHAPTER REPRESENTATIVE 1.00 X 0 0 0 LARRY SCHULER REPRESENTATIVE 1.00 X 0 0 0 LAURIE FARLOW CHAPTER PRESIDENT 1.00 1.00 X 0 0 0 LAURILEE THOMPSON CHAPTER REPRESENTATIVE 1.00 1.20 X 0 0 0 LEE HUNTER CHAPTER REPRESENTATIVE 1.00 X 0 0 0 LETICIA ADAMS REPRESENTATIVE 1.00 X 0 0 0 LIBBY SHARP REPRESENTATIVE 1.00 X 0 0 0 LISA LOMBARDO REPRESENTATIVE 1.00 X 0 0 0 LISA LOMBARDO CHAPTER PRESIDENT 1.00 X 0 0 0 MADISON SHIRLEY CHAPTER REPRESENTATIVE 1.00 1.00 X 0 0 0 MANNY RODRIGUEZ CHAPTER REPRESENTATIVE 1.00 1.00 X 0 0 0 MARTIN BEKKEDAL CHAPTER PRESIDENT 1.00 X 0 0 0 MARY BETH HANSEN CHAPTER PRESIDENT 1.00 1.00 X 0 0 0 MEGHAN STUART CHAPTER PRESIDENT 1.00 X 0 0 0 MELANIE BECKER REPRESENTATIVE 1.00 0.20 X 0 0 0 MICHAEL HEAD CHAPTER REPRESENTATIVE 1.00 X 0 0 0 MICHAEL QUILLEN CHAPTER REPRESENTATIVE 1.00 0.20 X 0 0 0 MICHAEL VINIK REPRESENTATIVE 1.00 X 0 0 0 MICHELLE ELWONGER REPRESENTATIVE 1.00 X 0 0 0 MICHELLE WILSON CHAPTER PRESIDENT 1.00 X 0 0 0 MIKE SHUTLEY REPRESENTATIVE 1.00 0.20 X 0 0 0 MONIQUE WALDROP REPRESENTATIVE 1.00 X 0 0 0 NICK MURRAY CHAPTER REPRESENTATIVE 1.00 X 0 0 0 OLIVIA HOBLIT IMMEDIATE PAST CHAIR 1.00 X 0 0 0 PAT HAFFNER REPRESENTATIVE 1.00 X 0 0 0 PATRICK RENNA REPRESENTATIVE 1.00 X 0 0 0 PIA DAHLQUIST CHAPTER REPRESENTATIVE 1.00 X 0 0 0 RALPH LEWIS CHAPTER REPRESENTATIVE 1.00 X 0 0 0 REGGIE COOPER CHAPTER REPRESENTATIVE 1.00 X 0 0 0 RICHARD SCHNEIDER REPRESENTATIVE 1.00 X 0 0 0 ROB GEBHARD CHAPTER REPRESENTATIVE 1.00 X 0 0 0 ROBYN EVANS CHAPTER PRESIDENT 1.00 1.00 X 0 0 0 RON WICHOWSKI CHAPTER PRESIDENT 1.00 X 0 0 0 RYAN TURNER REPRESENTATIVE 1.00 X 0 0 0 RYAN TURNER CHAPTER PRESIDENT 1.00 X 0 0 0 SARA MALMSTROM CHAPTER PRESIDENT 1.00 1.20 X 0 0 0 SARAH NEMES REPRESENTATIVE 1.00 0.20 X 0 0 0 SCOTT ESTES REPRESENTATIVE 1.00 X 0 0 0 SCOTT NOWAK REPRESENTATIVE 1.00 X 0 0 0 SHARON LOCKWOOD CHAPTER PRESIDENT 1.00 X 0 0 0 STEVE DANON REPRESENTATIVE 1.00 X 0 0 0 STEVE KEUP CHAPTER REPRESENTATIVE 1.00 X 0 0 0 STEVE STEPHENSEN CHAPTER PRESIDENT 1.00 X 0 0 0 STUART BORTON CHAPTER REPRESENTATIVE 1.00 X 0 0 0 TJ PIERRI CHAPTER PRESIDENT 1.00 X 0 0 0 TOM WILLIAMSON CHAPTER REPRESENTATIVE 1.00 X 0 0 0 TRAVIS CUTLER REPRESENTATIVE 1.00 X 0 0 0 WARREN SONNEN CHAPTER PRESIDENT 1.00 0.20 X 0 0 0 WAYNE MCLELLAN CHAPTER REPRESENTATIVE 1.00 X 0 0 0 CAROL DOVER PRESIDENT & CEO 40.00 10.00 X 973905 0 72246 JOHN HORNE BOARD CHAIR 1.00 0.20 X 0 0 0 NICK SARRA VICE CHAIR 1.00 0.20 X 0 0 0 ROBERT DEARDEN CFO & COO 40.00 5.00 X 308328 0 69241 GEOFF LUBKEMANN VP OF EDUCATION & TRAINING 40.00 X 207457 0 51334 SAMANTHA PADGETT VP OF GOVT RELATIONS 40.00 X 217915 0 44794 1707605 0 237615 4 0 1 0 0 MEMBERSHIP DUES 900099 1753086 1753086 SPONSORSHIPS 900099 663044 663044 EVENT REGISTRATIONS 900099 108899 108899 GOVERNMENT RELATIONS 900099 360 360 2525389 151773 151773 1186158 1186158 15800 0 15800 15800 15800 2196914 2060187 136727 136727 136727 485487 546750 -61263 -61263 3651033 1198804 2452229 2452229 OTHER INCOME 900099 218689 218689 TOURISM CAMPAIGN MARKETING 900099 11000 11000 CHAPTER ADMINISTRATIVE FEES 900099 111 111 229800 6636613 5212218 11000 1413395 36800 1423721 2256765 122002 244312 212048 55986 82265 63413 37745 78101 259498 186607 52563 927329 78106 124012 51160 MEMBERSHIP EXPENSES 206448 SPONSORSHIP EXPENSE 92350 DUES & SUBSCRIPTIONS 68645 MISCELLANEOUS 51498 6711374 3404 2462 757503 926207 447456 391547 149295 118593 59004 71630 5162295 2521388 2655526 2640907 6575825 7144378 1053130 1406123 73221 73221 1028862 818901 12803226 13593969 921344 757672 159402 140061 0 129496 1080746 1027229 X 10972898 11841785 749582 724955 11722480 12566740 12803226 13593969 X -74761 1037942 -118921 X 0 1 X 1 0 FRLA PAC PO BOX 1779 TALLAHASSEE FL 32302 912145979 0 70660 0 0 1 1753086 1215700 263558 1479258 1314814 164444 2225983 1479351 746632 2193465 331946 1861519 137173 114352 22821 605674 595739 9935 2640907 OTHER INVESTMENTS 78250 F CLOSED END FUNDS 1327873 F 1406123 CULINARY CORNER CONDO ASSOC. 145812 INVESTMENT IN RCS 430902 DEPOSITS 7254 DUE FROM RELATED PARTY 234933 818901 DUE TO RELATED PARTY 129496 129496 X 9277775 1037942 40000 -118921 959021 8318754 63413 -1745554 -1682141 6636613 8433515 40000 1745554 1785554 6647961 63413 63413 6711374 PART X, LINE 2: WITH FEW EXCEPTIONS, THE ASSOCIATION IS NO LONGER SUBJECT TO EXAMINATIONS BY MAJOR TAX JURISDICTIONS FOR YEARS ENDED DECEMBER 31, 2019 AND PRIOR. PART XI, LINE 2D - OTHER ADJUSTMENTS: EQUITY/INCOME IN REGULATORY COMPLIANCE SERVICES -118,921. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -1,198,804. SPECIAL EVENTS EXPENSE -546,750. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 1,198,804. SPECIAL EVENTS EXPENSE 546,750. SCH D, PART XI LINE 4B FOR AUDITED FINANCIAL STATEMENT PURPOSES, THE ABOVE ITEMS WERE PRESENTED ON THE STATEMENT OF FUNCTIONAL EXPENSES. HOWEVER, FOR TAX PRESENTATION PURPOSES, THE ABOVE ITEMS ARE PRESENTED ON THE STATEMENT OF REVENUES. SCH D, PART XII, LINE 2D FOR AUDITED FINANCIAL STATEMENT PURPOSES, THE ABOVE ITEMS WERE PRESENTED ON THE STATEMENT OF FUNCTIONAL EXPENSES. HOWEVER, FOR TAX PRESENTATION PURPOSES, THE ABOVE ITEMS ARE PRESENTED ON THE STATEMENT OF REVENUES. GOLF TOURNAMENT 462160 462160 91204 10276 328817 GALA 23327 23327 57012 59441 485487 485487 148216 10276 388258 546750 -61263 X X X X 0 0 X X X 0 1 0 CAROL DOVER PRESIDENT & CEO 506479 0 438500 0 28926 0 49800 0 22446 0 1046151 0 0 0 ROBERT DEARDEN CFO & COO 267903 0 39749 0 676 0 48459 0 20782 0 377569 0 0 0 SAMANTHA PADGETT VP OF GOVT RELATIONS 190550 0 27230 0 135 0 33940 0 10854 0 262709 0 0 0 GEOFF LUBKEMANN VP OF EDUCATION & TRAINING 190550 0 16262 0 645 0 40480 0 10854 0 258791 0 0 0 PART I, LINE 1A FIRST-CLASS TRAVEL OF $7,576 SOCIAL CLUB DUES OF $3,595 FOR WEC-GOLDEN OCALA PART I, LINE 4B THERE WERE NO CONTRIBUTIONS TO THE NON-QUALIFIED RETIREMENT PLAN FOR 2023. FORM 990, PART III, LINE 1 TO PROTECT, PROMOTE AND EDUCATE FLORIDA'S HOSPITALITY INDUSTRY. THE FLORIDA RESTAURANT AND LODGING ASSOCIATION IS A PROVIDER OF FLORIDA'S MANDATED FOOD SERVICE TRAINING, EDUCATIONAL MATERIALS AND EXAMS TO ALL OF FLORIDA'S FOOD SERVICE ESTABLISHMENTS. FRLA IS ENGAGED IN THE LEGISLATIVE PROCESS, KEEPING OUR NEARLY 7,000 MEMBERS APPRISED ON CURRENT ISSUES AFFECTING THE HOSPITALITY INDUSTRY. FORM 990, PART VI, SECTION A, LINE 6 RESTAURANT MEMBERS & LODGING MEMBERS COMPRISE THE MEMBERSHIP BASE IN FRLA. THESE MEMBERS HAVE THE RIGHT TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 AND ACCOMPANYING SCHEDULES ARE PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE CFO REVIEWS THE FORM 990 AND ACCOMPANYING SCHEDULES. ALL QUESTIONS AND ISSUES ARE RESOLVED WITH THE INDEPENDENT ACCOUNTING FIRM PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE CENTER. FORM 990, PART VI, SECTION B, LINE 12C THE ASSOCIATION HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT REQUIRES THE OFFICERS, DIRECTORS, CHIEF EMPLOYED EXECUTIVE AND CHIEF EMPLOYED FINANCE EXECUTIVE TO ANNUALLY DISCLOSE POTENTIAL CONFLICTS OF THEMSELVES AND THEIR FAMILY MEMBERS ON A FORM DISTRIBUTED BY THE ASSOCIATION. THE CHAIRMAN OF THE BOARD ENSURES THAT ALL FORMS ARE COMPLETED, REVIEWS THEM FOR CONFLICTS, AND SUBMITS TO THE BOARD FOR REVIEW ANY ACTUAL OR POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A THE ASSOCIATION HAS A COMPENSATION COMMITTEE COMPRISED OF BOARD MEMBERS THAT MEET AT LEAST ANNUALLY. THE COMMITTEE ONLY HANDLES THE PRESIDENT/CEO COMPENSATION PACKAGE. ALL OTHER SALARIES ARE DETERMINED BY THE CEO. THE EXECUTIVE/FINANCE COMMITTEE MUST APPROVE ALL BENEFIT CHANGES PRIOR TO THE EFFECTIVE DATE OF THE CHANGE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS THREE MOST CURRENT YEARS OF FORM 990 AND ITS FORM 1024 AVAILABLE UPON REQUEST. NO OTHER DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: INVESTMENT INCOME IN SUBSIDIARIES -118,921. REGULATION SECTION 1.263(A)-1(F) - DE MINIMIS SAFE HARBOR ELECTION TAXPAYER NAME: FLORIDA RESTAURANT AND LODGING ASSOC., INC. TAXPAYER ADDRESS: P.O. BOX 1779, TALLAHASSEE, FL 32302-1779 TAXPAYER ID NUMBER: 59-0571930 YEAR-END: 12/31/23 UNDER IRC REGULATION SECTION 1.263(A)-1(F), THE TAXPAYER HEREBY ELECTS TO APPLY THE DE MINIMIS SAFE HARBOR ELECTION. THE EDUCATION FOUNDATION OF THE FRLA INC PO BOX 1779 TALLAHASSEE FL 32302 596194391 EDUCATION FL 501(C)(3) LINE 9 N/A 0 FRLA PAC PO BOX 1779 TALLAHASSEE FL 32302 912145979 POLITICAL FL 527 N/A N/A 0 REGULATORY COMPLIANCE SERVICES INC PO BOX 1779 TALLAHASSEE FL 323021779 593753330 TRAINING FL C -118921 1171859 1.00000 1 1 0 0 0 0 0 0 0 0 1 0 1 0 1 1 1 1 1 1 FRLA PAC R 170660 ACTUAL REGULATORY COMPLIANCE SERVICES R 770000 ACTUAL REGULATORY COMPLIANCE SERVICES P 800380 ACTUAL FRLA PAC S 100000 ACTUAL FRLA PAC L 15000 ACTUAL EDUCATION FOUNDATION OF FRLA INC L 25000 ACTUAL EDUCATION FOUNDATION OF FRLA INC Q 526273 ACTUAL