Form 990 for tax year 2024

Filed by NGA RESEARCH AND EDUCATION FOUNDATION.

Totals

Total revenue: $2,223,205
Total expenses: $2,149,245
Contributions and grants received: $1,816,343
Grants paid: $80,860
Program service revenue: $245,005
Investment income: $98,574
Other revenue: $63,283
Total assets, end of year: $1,477,449
Total liabilities, end of year: $123,424
Net assets or fund balances, end of year: $1,354,025
Program services expenses (Part IX): $1,768,852
Management and general expenses: $380,393
Fundraising expenses: $0
Program service expenses (Part III): $1,768,852

Program services were 82.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

1e · Government grants (contributions)

$994,164
1f · All other contributions, gifts and grants

$822,179
2a · Program service revenue: REGISTRATION FEES

total $245,005 · related or exempt $245,005
3 · Investment income

total $33,217 · excluded $33,217
7a · Gross sales of assets other than inventory

securities $65,357
7b · Less cost or other basis and sales expenses

securities $0
7c · Gain or loss

securities $65,357
7d · Net gain or loss

total $65,357 · excluded $65,357
11a · Other revenue: MISCELLANEOUS INCOME

total $63,283 · excluded $63,283
11e · Other revenue, total

$63,283

Functional expenses

Part IX, the statement of functional expenses.

2 · Grants to domestic individuals

total $80,860 · program services $80,860
11a · Fees: management

total $898,851 · program services $575,404 · management and general $323,447
11f · Fees: investment management

total $2,705 · management and general $2,705
11g · Fees: other

total $687,450 · program services $685,489 · management and general $1,961
12 · Advertising and promotion

total $2,022 · program services $2,022
13 · Office expenses

total $39,674 · program services $24,512 · management and general $15,162
14 · Information technology

total $11,643 · program services $11,293 · management and general $350
17 · Travel

total $94,626 · program services $87,815 · management and general $6,811
19 · Conferences, conventions and meetings

total $326,626 · program services $301,457 · management and general $25,169
24a · Other expenses: GRANT ADMINISTRATION

total $4,003 · management and general $4,003
24b · Other expenses: OTHER EXPENSES

total $785 · management and general $785

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $344,799 · end of year $21,479
2 · Savings and temporary cash investments

beginning of year $513,660 · end of year $228,869
4 · Accounts receivable

beginning of year $208,664 · end of year $324,249
11 · Investments: publicly traded securities

beginning of year $681,906 · end of year $762,073
15 · Other assets

beginning of year $0 · end of year $140,779
17 · Accounts payable and accrued expenses

beginning of year $79,734 · end of year $73,424
19 · Deferred revenue

beginning of year $36,500 · end of year $50,000
25 · Other liabilities

beginning of year $352,237 · end of year $0
27 · Net assets without donor restrictions

beginning of year $1,255,558 · end of year $1,329,025
28 · Net assets with donor restrictions

beginning of year $25,000 · end of year $25,000

Mission and programs · 2024

Mission

IMPROVE THE PRODUCTIVITY IN ALL KEY AREAS OF THE GROCERY INDUSTRY INCLUDING OPERATIONS, INFORMATION SHARING, EDUCATION, AND RESEARCH.

Activities or mission (Part I)

IMPROVE THE PRODUCTIVITY IN ALL KEY AREAS OF THE GROCERY INDUSTRY.

TECHNICAL ASSISTANCE & TRAINING CENTER: THROUGH A GRANT FROM THE FAIR FOOD NETWORK, THE FOUNDATION PROVIDES NO-COST TECHNICAL AND PROGRAM ASSISTANCE TO FOOD RETAILERS TO INCENTIVIZE PURCHASES OF HEALTHY PRODUCE.

Expenses $1,229,254 · Grants $11,110
SCHOLARSHIP: THE NGA FOUNDATION PROVIDES SCHOLARSHIPS THROUGH THE SUPPORT OF LEGACY DONORS TO STUDENTS PURSUING CAREERS IN GROCERY.

Expenses $284,383 · Grants $41,750 · Revenue $52,836
EXECUTIVE LEADERSHIP: THROUGH A PARTNERSHIP WITH CORNELL UNIVERSITY, THE NGA FOUNDATION OFFERS THE EXECUTIVE LEADERSHIP DEVELOPMENT PROGRAM TO RISING EXECUTIVES IN INDEPENDENT GROCERY.

Expenses $255,215 · Grants $28,000 · Revenue $192,169

As filed on the 2024 return.

Listed in Part VII

Brad MorrisBRAD MORRIS

CHAIR

Total calculated

$0

Hours/week

1
Dante FranceschelliDANTE FRANCESCHELLI

VICE-CHAIR

Total calculated

$0

Hours/week

1
Heidi HuffHEIDI HUFF

TREASURER

Total calculated

$0

Hours/week

1
Nick NickitasNICK NICKITAS

SECRETARY

Total calculated

$0

Hours/week

1
Jennifer BosmaJENNIFER BOSMA

REGENT

Total calculated

$0

Hours/week

1
Caroline CatoeCAROLINE CATOE

REGENT

Total calculated

$0

Hours/week

1
Kirk ClarkKIRK CLARK

REGENT

Total calculated

$0

Hours/week

1
Ron Graff JrRON GRAFF JR

REGENT

Total calculated

$0

Hours/week

1 + 1 related
Michelle MendozaMICHELLE MENDOZA

REGENT

Total calculated

$0

Hours/week

1
Ricky VolpeRICKY VOLPE

REGENT

Total calculated

$0

Hours/week

1
Gregory FerraraGREGORY FERRARA

PRESIDENT

Total calculated

$916,712

From this org

$0

From related orgs

$816,194

Other

$100,518

Hours/week

5 + 32.5 related

Schedule J breakdown matched by us

Base

$0 + $590,742 related

Bonus

$0 + $189,750 related

Other

$0 + $35,702 related

Deferred

$0 + $69,000 related

Nontaxable benefits

$0 + $31,518 related

Filer's total

$0 + $916,712 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

4a · Severance or change-of-control payment
4b · Supplemental nonqualified retirement plan
4c · Equity-based compensation arrangement
5a · Pay contingent on this organization's revenues
5b · Pay contingent on a related organization's revenues
6a · Pay contingent on this organization's net earnings
6b · Pay contingent on a related organization's net earnings
7 · Other non-fixed payments
8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

NATIONAL GROCERS ASSOCIATION

501(C)(6) · TRADE ASSOCIATION · DC
NGA PAC

527 · POLITICAL ACTIVITIES · VA

Directly controlled by NATIONAL GROCERS ASSOCIATION

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

NGA SERVICE CORPORATION

C · PROVIDE TECHNOLOGY, EQUIPMENT, FIXTURES, FINANCING AND EFFICIENCY PROGRAMS · DE

Provenance

Return type: form_990
Tax year: 2024
Filed: 17 November 2025
IRS schema version: 2024v5.2
Source object: 202523219349301807

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