2024-11-15T16:02:41-06:00 2023-12-31 680000424 BFBA LLP 83 SCRIPPS DRIVE STE 210 SACRAMENTO CA 95825 990 2023-01-01 940361110 CALIFORNIA GROCERS ASSOCIATION CALI 9164483545 1005 12TH STREET 200 SACRAMENTO CA 95814 RONALD FONG PRESIDENT 9164483545 2024-11-15 1 0 PATRICIA A FAITH P00294123 9169240800 2023 2024-10-15 13:58:12Z RONALD FONG 1005 12TH STREET 200 SACRAMENTO CA 95814 5762423 0 X CAGROCERS.COM X 1940 CA THE PURPOSE OF THE ASSOCIATION IS TO SERVE, REPRESENT, AND EDUCATE ITS GROCERY INDUSTRY MEMBERS AND ADVOCATE ON THEIR BEHALF AT THE STATE AND LOCAL LEVEL. 55 55 17 0 233895 13359 1910916 2009658 2602083 2639936 205684 333450 -20222 -109891 4698461 4873153 0 0 0 0 2066343 2128447 0 0 0 2500466 2712557 4566809 4841004 131652 32149 10960716 10820758 4292655 3782254 6668061 7038504 THE PURPOSE OF THE ASSOCIATION IS TO SERVE, REPRESENT, AND EDUCATE ITS GROCERY INDUSTRY MEMBERS AND ADVOCATE ON THEIR BEHALF AT THE STATE AND LOCAL LEVEL. 0 0 CONVENTION PROGRAM - TO DEVELOP TRAINING AND EDUCATIONAL METHODS AND MATERIAL FOR IMPROVING STANDARDS IN THE GROCERY INDUSTRY. PUBLIC RELATIONS AND EDUCATION - TO PROVIDE MEANS FOR THE EXCHANGE OF INFORMATION ON MATTERS RELATING TO FOOD DISTRIBUTION. MEMBERSHIP SERVICE - TO COLLECT INFORMATION ON MATTERS CONNECTED WITH THE RETAIL FOOD INDUSTRY AND MAKE REPORTS TO 6,000 MEMBER STORES AND SUPPLIER COMPANIES. 0 1 0 1 0 0 0 0 0 1 1 0 1 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 19 0 17 1 1 1 0 0 0 1 1 0 0 0 X 55 55 0 0 0 0 1 1 1 1 1 0 0 0 1 0 0 1 1 1 1 1 1 X RONALD FONG 9164483545 1005 12TH STREET SUITE 200 SACRAMENTO CA 95814 DENNIS DARLING CHAIR 3.00 X X 0 0 0 LYNN MELILLO FIRST VICE CHAIR 2.00 X X 0 0 0 STEVE DIETZ SECOND VICE CHAIR BEG 12-1 2.00 X X 0 0 0 MICHEL LECLERC TREASURER 2.00 X X 0 0 0 RICHARD WARDWELL SECRETARY 2.00 X X 0 0 0 BRAD THOMAS DIRECTOR 1.00 X 0 0 0 JOE MUELLER DIRECTOR 1.00 X 0 0 0 KARL SCHROEDER DIRECTOR 1.00 X 0 0 0 ELLIOT STONE DIRECTOR 2.00 X 0 0 0 JOE ANGULO DIRECTOR 1.00 X 0 0 0 ELAINA BUDGE DIRECTOR 1.00 X 0 0 0 PAMELA BURKE DIRECTOR 1.00 X 0 0 0 JONSON CHEN DIRECTOR 2.00 X 0 0 0 NICK SASS DIRECTOR 1.00 X 0 0 0 CHRIS DEHOFF DIRECTOR 1.00 X 0 0 0 STEPAHANIE WU DIRECTOR 1.00 X 0 0 0 JON GIANNINI DIRECTOR 1.00 X 0 0 0 SERGIO GONZALEZ DIRECTOR 1.00 X 0 0 0 MARY KASPER DIRECTOR 1.00 X 0 0 0 SAJ KHAN DIRECTOR 1.00 X 0 0 0 TYLER KIDD DIRECTOR 1.00 X 0 0 0 NANCY KRYSTAL DIRECTOR 1.00 X 0 0 0 BRANDON LOMBARDI DIRECTOR 1.00 X 0 0 0 BERTHA LUNA DIRECTOR 1.00 X 0 0 0 TIM MAHONEY DIRECTOR 1.00 X 0 0 0 BRANDAN MCABEE DIRECTOR 1.00 X 0 0 0 KELLI MCGANNON DIRECTOR 1.00 X 0 0 0 TIFFANY MENYHART DIRECTOR 1.00 X 0 0 0 MICHAEL MOLINAR DIRECTOR 2.00 X 0 0 0 ANDREW NODES DIRECTOR 1.00 X 0 0 0 TIM NOWELL DIRECTOR 1.00 X 0 0 0 BETHANY PAUTSCH DIRECTOR 1.00 X 0 0 0 ERIC PEARLMAN DIRECTOR 1.00 X 0 0 0 SUBRIANA PIERCE DIRECTOR 1.00 X 0 0 0 BRIAN POHL DIRECTOR 1.00 X 0 0 0 JB RYAN DIRECTOR 1.00 X 0 0 0 ADAM SALGADO DIRECTOR 1.00 X 0 0 0 CASEY SCHARETG DIRECTOR 1.00 X 0 0 0 JEFF SCHMIEGE DIRECTOR 1.00 X 0 0 0 JEFF SEVERNS DIRECTOR 1.00 X 0 0 0 GREG SHELDON DIRECTOR 1.00 X 0 0 0 AMBER HAMMOND DIRECTOR 1.00 X 0 0 0 DONNA SIMPSON DIRECTOR 1.00 X 0 0 0 DIANE SNYDER DIRECTOR 1.00 X 0 0 0 CHANG SO DIRECTOR 1.00 X 0 0 0 JOSH SOUTHERLAND DIRECTOR 1.00 X 0 0 0 ROCKY CAMPBELL DIRECTOR 1.00 X 0 0 0 BRENDA PALOMINO DIRECTOR 1.00 X 0 0 0 JOE TOSCANO DIRECTOR 1.00 X 0 0 0 GARY BICKMORE DIRECTOR 1.00 X 0 0 0 JEREMY RUNGE DIRECTOR 1.00 X 0 0 0 JR MEDINA DIRECTOR 1.00 X 0 0 0 SUZANNE BAKER DIRECTOR 1.00 X 0 0 0 KEVIN YOUNG DIRECTOR 1.00 X 0 0 0 MARK SWISHER DIRECTOR 1.00 X 0 0 0 RONALD FONG PRESIDENT & CEO 40.00 1.00 X 413460 0 89513 DOUGLAS SCHOLZ SENIOR VP - BUS DEVELOPMEN 40.00 X 185348 0 47050 TIMOTHY JAMES DIRECTOR LOCAL GOV RELATIO 40.00 X 106291 0 36393 705099 0 172956 3 0 1 0 KAHN SOARES & CONWAY LLP 1415 L ST 400 SACRAMENTO CA 95814 LOBBYING 101872 1 1667198 342460 2009658 CONVENTIONS/EXHIBIT/RE 900099 1755675 1755675 REGISTRATION FEES/EVEN 900099 478301 478301 PUBLICATIONS 541800 261042 1540 259502 ADMINISTRATIVE SERVICE 561000 144918 144918 2639936 239450 239450 983270 889270 94000 94000 94000 AISLE 3 CONCEPTS, LLC 531120 -109891 -25607 -84284 -109891 4873153 2380434 233895 249166 735371 982532 111304 193008 106232 68260 34059 111097 22719 59136 304662 294191 447320 1119075 56556 41903 MAGAZINE COSTS 130378 AWARDS & PRIZES 11004 BAD DEBT EXPENSE 8000 PUBLIC SUPPORT 2214 1983 4841004 52288 146877 560245 366688 56035 48150 1867411 1795070 464284 541512 393411 240003 165454 153408 6392373 6590726 1402626 1178327 10960716 10820758 715870 770617 846635 1044262 1310000 760000 1420150 1207375 4292655 3782254 X 6668061 7038504 6668061 7038504 10960716 10820758 X 32149 198860 139434 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED CALIFORNIA GROCERS ASSOCIATION PAC 1121 L STREET SUITE 200 SACRAMENTO CA 95814 900017978 94498 CALIFORNIA GROCERS ASSOCIATION IEC 1121 L STREET SUITE 200 SACRAMENTO CA 95814 202582537 45050 0 0 0 1667198 295893 295893 833599 -537706 393411 240003 153408 153408 3715883 C PUBLICLY-TRADED SECURITIES 2874843 F 6590726 OPERATING LEASE RIGHT-OF-USE ASSETS - NET 1178327 1178327 OPERATING LEASE LIABILITES - NET 1207375 1207375 5188563 198860 139269 338129 4850434 22719 22719 4873153 4818120 0 4818120 22719 165 22884 4841004 PART XI, LINE 2D - OTHER ADJUSTMENTS: AISLE 3 BOOK/TAX INCOME DIFFERENCE -42,262. EQUITY SUBSIDIARY INCOME RMS 181,696. MISCELLANEOUS -165. PART XII, LINE 4B - OTHER ADJUSTMENTS: MISCELLANEOUS 165. X X X 0 0 0 RONALD FONG PRESIDENT & CEO 346440 0 66240 0 780 0 21840 0 67673 0 502973 0 0 0 DOUGLAS SCHOLZ SENIOR VP - BUS DEVELOPMEN 166198 0 19150 0 0 0 15000 0 32050 0 232398 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE CLASS OF GENERAL MEMBERS THAT INCLUDE RETAILERS, WHOLESALERS AND SUPPLIER. FORM 990, PART VI, SECTION A, LINE 7A GENERAL MEMBERS HAVE THE RIGHT TO ELECT BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B GENERAL MEMBERS HAVE THE RIGHT TO APPROVE BYLAW REVISIONS. IN THE EVENT OF DISSOLUTION OF THE ASSOCIATION, THE MEMBERS WOULD BE ENTITLED TO A SHARE OA ANY REMAINING FUNDS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE CEO AND CFO FOR ACCURACY AND COMPLETENESS. COPIES ARE PROVIDED TO BOARD MEMBERS UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 15 THE CEO IS REVIEWED BY THE EXECUTIVE COMMITTEE. BASED UPON THE RECOMMENDATION OF THE EXECUTIVE COMMITTEE, THE BOARD OF DIRECTORS DETERMINES ANY CHANGES IN COMPENSATION. THE EXECUTIVE COMMITTEE AND OUTSIDE COUNSEL REVIEW THE ASSOCIATION COMPENSATION AND BENEFITS STUDY PUBLISHED BY THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES, AND VARIOUS COMPENSATION INFORMATION AVAILABLE FROM OTHER ORGANIZATIONS SIMILAR TO THIS ORGANIZATION. THE KEY EMPLOYEES ARE REVIEWED BY THE CEO WHO ALSO DETERMINES INCREASES IN COMPENSATION. THE BOARD OF DIRECTORS APPROVES THE TOTAL COMPENSATION FIGURE. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS ARE AVAILABLE TO DIRECTORS AND MEMBERS OF THIS ORGANIZATION. TAX RETURNS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THIS ORGANIZATION DOES NOT MAKE ANY OTHER GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: AISLE 3 BOOK/TAX INCOME DIFFERENCE -42,262. EQUITY SUBSIDIARY INCOME RMS 181,696. CA GROCERS ASSOCIATION EDUC FOUNDATION 1005 12TH STREET SUITE 200 SACRAMENTO CA 95814 680264745 PROMOTE EDUC., RESEARCH & COMM. SERVICE CA 501(C)(3) LINE 10 N/A 1 AISLE 3 CONCEPTS LLC 1005 12TH STREET SUITE 200 SACRAMENTO CA 95814 474727637 RENTAL REAL ESTATE CA CALIFORNIA GROCERS ASSOC EXCLUDED FROM TAX -109780 0 0 0.51000 RETAIL MARKETING SERVICES INC 1005 12TH STREET 200 SACRAMENTO CA 95815 330561724 CART RETRIEVAL TO RETAIL STORES CA CALIFORNIA GROCERS ASSOC C 218324 4330142 1.00000 1 0 0 1 1 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 RETAIL MARKETING SERVICES INC A 141625 ACTUAL AMOUNT CA GROCERS ASSOCIATION EDUC FOUNDATION K 61500 ACTUAL AMOUNT AISLE 3 CONCEPTS LLC J 134593 ACTUAL AMOUNT AISLE 3 CONCEPTS LLC D 1795070 ACTUAL AMOUNT CA GROCERS ASSOCIATION EDUC FOUNDATION D 59907 ACTUAL AMOUNT RETAIL MARKETING SERVICES INC F 100000 ACTUAL AMOUNT