2024-08-15T12:56:40-05:00 2023-09-30 842953567 TRIMNERBECKHAM PLLC 1750 TYSONS BLVD SUITE 1500 MCLEAN VA 22102 990 2022-10-01 530246294 JEWELERS OF AMERICA INC JEWE 6466580246 120 BROADWAY 28TH FLOOR NEW YORK NY 10271 DAVID BONAPARTE PRESIDENT & CEO 6466580246 2024-08-15 1 0 DAVID TRIMNER P00444822 7036631756 2022 2024-08-08 14:25:15Z DAVID BONAPARTE 120 BROADWAY 28TH FLOOR NEW YORK NY 10271 29252686 0 X WWW.JEWELERS.ORG X 1957 NY TO PROMOTE CONSUMER CONFIDENCE IN THE JEWELRY INDUSTRY. 28 28 22 28 53000 34934 25000 50000 1477606 1712394 3404499 2965229 613689 613672 5520794 5341295 29750 21743 0 0 2643377 2682513 0 0 0 2306350 2420798 4979477 5125054 541317 216241 63730008 66785664 2811592 2565170 60918416 64220494 X JEWELERS OF AMERICA IS THE NATIONAL TRADE ASSOCIATION FOR BUSINESSES SERVING THE FINE JEWELRY MARKETPLACE. THE ASSOCIATION'S PRIMARY PURPOSE IS TO PROMOTE CONSUMER CONFIDENCE IN THE JEWELRY INDUSTRY. 0 0 ADVOCACY:SINCE 1906, JEWELERS OF AMERICA, INC. (JA) HAS BEEN ADVANCING THE FINE JEWELRY INDUSTRY THROUGH ADVOCACY IN PUBLIC, GOVERNMENT, AND INDUSTRY AFFAIRS; AND HAS BEEN THE LEADER IN THE DEVELOPMENT OF HIGH ETHICAL, SOCIAL, AND ENVIRONMENTAL STANDARDS AMONG THE RETAIL JEWELRY TRADE. THE ASSOCIATION REPRESENTS ITS MEMBERS AND THE FINE JEWELRY INDUSTRY, IN WASHINGTON, D.C. AS WELL AS ON INTERNATIONAL PLATFORMS. JA KEEPS MEMBERS INFORMED WITH TOOLS AND GUIDANCE ON ISSUES THAT COULD AFFECT THE JEWELRY INDUSTRY.IN 2023 JA MADE SIGNIFICANT STRIDES TO SUPPORT THE JEWELRY INDUSTRY BETTER. JA CONTINUED THE 20 UNDER 40 PROGRAM, RECOGNIZING YOUNG RETAIL PROFESSIONALS WHO HAVE MADE SIGNIFICANT CONTRIBUTIONS TO THE FINE JEWELRY WORLD. JA PROVIDED A PLATFORM WHERE A SUCCESSFUL YOUNG PROFESSIONAL CAN SHARE THEIR KNOWLEDGE AND INSIGHT WITH INDUSTRY MEMBERS AT SHOWS AND VARIOUS ONLINE SEMINARS.JA LED A DELEGATION OF MEMBERS AND INDUSTRY REPRESENTATIVES TO CAPITOL HILL AND MET WITH REPRESENTATIVES OF THE GOVERNMENT WHO EFFECTUATE CHANGE THAT IS BENEFICIAL TO THE INDUSTRY. JA SUCCESSFULLY HOSTED ITS AWARD SHOW, GEM AWARDS, WHICH BRINGS TOGETHER HUNDREDS OF PROFESSIONALS TO CELEBRATE THE JEWELRY INDUSTRY AND HONOR THOSE THAT HAVE MADE SIGNIFICANT CONTRIBUTIONS. MEMBER BENEFITS:IN ADDITION TO ADVOCACY, JEWELERS OF AMERICA, OFFERS MEMBERS BENEFITS INCLUDING BUSINESS RESOURCES, MARKETING TOOLS, DISCOUNT PROGRAMS, EDUCATION SCHOLARSHIPS, AND CERTIFICATION OPPORTUNITIES. THE MEMBER BENEFITS, ACCESSIBLE THROUGH THE ASSOCIATION'S WEBSITE, WWW.JEWELERS.ORG, HELP MEMBERS SAVE MONEY, IMPROVE OPERATIONS AND BUILD BUSINESS.IN 2023 JA MAINTAINED ITS BENEFIT PROGRAM PLATFORM THAT ALLOWS CUSTOMERS TO DIGITALLY COMMUNICATE WITH MEMBERS, INCLUDING SENDING IMAGES AND TRANSACTIONS FROM THEIR BUSINESS PHONE NUMBERS. EDUCATION:JEWELERS OF AMERICA WORKS HARD TO EDUCATE CONSUMERS ABOUT FINE JEWELRY AND WORKS ON BEHALF OF THE ENTIRE INDUSTRY TO PROMOTE AND CREATE DEMAND FOR FINE JEWELRY AND WATCHES. THROUGH THE USE OF PUBLIC RELATIONS, MARKETING, SOCIAL MEDIA, AND A CONTENT-RICH WEBSITE, JEWELERS OF AMERICA COMMUNICATES WITH CONSUMERS ABOUT FINE JEWELRY GIFT GIVING, TRENDS, SAVVY SHOPPING TIPS, AND THE IMPORTANCE OF SHOPPING WITH A JEWELERS OF AMERICA-MEMBER STORE. 0 1 0 1 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 21 0 22 1 1 1 1 BD CA UK 0 0 0 0 0 0 X 28 28 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X BYRON BARTON 6464642380 120 BROADWAY 28TH FLOOR NEW YORK NY 10271 COLEMAN CLARK CHAIR 1.00 X X 0 0 0 MATTHEW ROSENHEIM CHAIR ELECT 1.00 X X 0 0 0 STEVE PADIS VICE CHAIR 1.00 X X 0 0 0 ELISE GREENBERG VICE CHAIR 1.00 X X 0 0 0 KAREN GORACKE TREASURER 1.00 X X 0 0 0 STEVE VELASQUEZ SECRETARY 1.00 X X 0 0 0 ROBERT F MOELLER II IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 JOSEPH COREY BOARD MEMBER 1.00 X 0 0 0 CHAD BERG BOARD MEMBER 1.00 X 0 0 0 SHERRY SMITH BOARD MEMBER 1.00 X 0 0 0 EDWARD DIKES BOARD MEMBER 1.00 X 0 0 0 JEFFERY BOLLING BOARD MEMBER 1.00 X 0 0 0 KIM CRAWFORD BOARD MEMBER 1.00 X 0 0 0 KRYSTEL CRAYCRAFT BOARD MEMBER 1.00 X 0 0 0 LAWRENCE BOCK BOARD MEMBER 1.00 X 0 0 0 LENNY KRAMER BOARD MEMBER 1.00 X 0 0 0 HUNTER MCGRATH BOARD MEMBER 1.00 X 0 0 0 ROBERT MARKS BOARD MEMBER 1.00 X 0 0 0 CONSTANCE POLAMALU BOARD MEMBER 1.00 X 0 0 0 VALERIE MADISON BOARD MEMBER 1.00 X 0 0 0 SUE HOPEMAN BOARD MEMBER 1.00 X 0 0 0 STAN RAZNY BOARD MEMBER 1.00 X 0 0 0 TOBEY RITCHIE BOARD MEMBER 1.00 X 0 0 0 TONIA ULSH BOARD MEMBER 1.00 X 0 0 0 JULIE KEENEY BOARD MEMBER 1.00 X 0 0 0 CRAIG ROTTENBERG BOARD MEMBER 1.00 X 0 0 0 HOLLY WESCHE BOARD MEMBER 1.00 X 0 0 0 CHUCK KUBA BOARD MEMBER 1.00 X 0 0 0 DAVID BONAPARTE CHIEF EXECUTIVE OFFICER 35.00 5.00 X 555734 0 58843 HUGUE-ANNIE DORESCA CHIEF FINANCIAL OFFICER 36.00 4.00 X 256150 0 10040 REGINA CIARLEGLIO DIRECTOR OF MEMBERSHIP & S 40.00 X 129601 0 20628 MOLLY FALLON DIRECTOR OF MARKETING & CO 40.00 X 143640 0 45184 AMANDA GIZZI DIRECTOR OF PUBLIC RELATIO 40.00 X 134904 0 43844 BYRON BARTON CONTROLLER 40.00 X 139398 0 14926 SUSAN POSNOCK DIRECTOR OF PUBLIC AFFAIRS 40.00 X 112042 0 32571 1471469 0 226036 7 0 1 0 42ND STREET LESSEE LLC 110 EAST 42ND STREET NEW YORK NY 10017 BANQUET HALL FACILITIES 159241 HAAKE & ASSOCIATES 1900 K STREET NW SUITE 100 WASHINGTON DC 20006 LEGISLATIVE/LOBBYING 116296 2 50000 50000 GEM AWARDS PROGRAM 900099 711450 711450 MEMBERSHIP DUES 900099 656059 656059 SPONSORSHIP INCOME 900099 271751 25800 245951 EDUCATIONAL MATERIALS & PROGRAMS 611710 45934 45934 NEWSLETTERS 900099 27200 27200 1712394 2452818 2452818 439065 439065 24423802 23911391 512411 512411 512411 MANAGEMENT FEES 900099 160000 160000 14607 14607 174607 5341295 1413443 53000 3824852 X 21743 880107 1291102 99756 266057 145491 14796 43154 95796 191886 526692 21353 311468 137862 369510 102704 44736 32633 44605 GEM AWARDS PROGRAM 383443 INDUSTRY SUPPORT 53771 MEMBERSHIP DUES 34110 STAFF TRAINING 12279 5125054 70085 380618 545669 396613 843590 2034198 5006 169989 197530 1018081 923360 87926 94721 38101019 39335584 21926666 22374391 1985064 1967003 63730008 66785664 624870 586326 329784 442799 1500000 356938 1536045 2811592 2565170 X 60893416 64167394 25000 53100 60918416 64220494 63730008 66785664 216241 3085837 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 656060 173044 -64815 108229 163233 -55004 60433745 5832886 4300000 61966631 70166580 -8532835 1200000 60433745 59864279 12906282 2603981 70166580 56359279 4005187 500187 59864279 57420596 1513833 2575150 56359279 1.00000 0 0 77911 50255 27656 543602 499475 44127 396568 373630 22938 94721 ACTIS ENERGY LIMITED PARTNERSHIP 21000 F CARLYLE PROPERTY (CPI) PRIVATE 2094552 F CLARION PRIVATE INVESTORS, LLC 1625691 F EQT INFRASTRUCTURE 1244320 F GROSVENOR ALTERNATIVE INVESTMENT 7462941 F HPS CORPORATION 1568068 F KING STREET CAPITAL LTD. CLASS A SERIES 1 9540 F LUXOR CAPITAL PARTNERS OFFSHORE LTD. 125720 F SCULPTOR REAL ESTATE PARALLEL FUND III B, LP 110385 F PATRON CAPITAL 344261 F PEG GLOBAL PRIVATE EQUITY INSTITUTIONAL INVESTORS 2658599 F PEG GLOBAL PRIVATE EQUITY VIII OFFSHORE SPECIAL L.P. 2607761 F PEG XSA 577234 F WEATHERGAGE VENTURE CAPITAL 1924319 F 22374391 DEFERRED COMPENSATION PAYABLE 226799 DEFERRED RENT 1309246 1536045 X PART V, LINE 4: JEWELERS OF AMERICA, INC. (JOA)'S ENDOWMENT CONSISTS ONLY OF FUNDS ESTABLISHED FOR THE MISSION OF JOA. FUNDS FUNCTIONING AS ENDOWMENT ARE JOA'S RESOURCES DESIGNATED BY THE BOARD OF DIRECTORS AS ENDOWMENT AND ARE INVESTED FOR LONG-TERM APPRECIATION AND CURRENT INCOME. THESE ASSETS, HOWEVER, REMAIN AVAILABLE AND MAY BE SPENT AT THE BOARD'S DISCRETION. FUNDS FUNCTIONING AS ENDOWMENT ARE RECORDED AS NET ASSETS WITHOUT DONOR RESTRICTIONS. PART X, LINE 2: JEWLERS OF AMERICA (JOA) HAS BEEN GRANTED EXEMPTION BY THE INTERNAL REVENUE SERVICE (IRS) FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, JOA IS SUBJECT TO FEDERAL AND NEW YORK TAXES ON ITS UNRELATED BUSINESS INCOME. JOA FOLLOWS THE ACCOUNTING STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. JOA EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS TAX POSITIONS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 14171525 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 INVESTMENTS 365261 0 0 0 0 0 0 14536786 0 14536786 1 0 0 1 1 0 PART III ACCOUNTING METHOD: 1 SCHOLARSHIPS 16 21743 PART I, LINE 2: JEWELERS OF AMERICA, INC. FUNDS SCHOLARSHIPS FOR MEMBERS ON RENOWNED INDUSTRY DIPLOMA, PROFESSIONAL DEVELOPMENT AND CERTIFICATION PROGRAMS. THE COURSES TAKEN HAVE A NUMBER OF LESSONS TO ACHIEVE COMPLETION. MONITORING OCCURS THROUGH ENSURING GRANT FUNDS ARE ONLY DISBURSED TO THE EDUCATIONAL INSTITUTION AS THE COURSES ARE COMPLETED BY THE SCHOLARSHIP RECIPIENTS. X X 0 0 0 DAVID BONAPARTE CHIEF EXECUTIVE OFFICER 424156 0 105000 0 26578 0 17039 0 41804 0 614577 0 0 0 HUGUE-ANNIE DORESCA CHIEF FINANCIAL OFFICER 226150 0 30000 0 0 0 5233 0 4807 0 266190 0 0 0 MOLLY FALLON DIRECTOR OF MARKETING & CO 136465 0 7175 0 0 0 9100 0 36084 0 188824 0 0 0 AMANDA GIZZI DIRECTOR OF PUBLIC RELATIO 128181 0 6723 0 0 0 7833 0 36011 0 178748 0 0 0 BYRON BARTON CONTROLLER 129343 0 10055 0 0 0 8406 0 6520 0 154324 0 0 0 REGINA CIARLEGLIO DIRECTOR OF MEMBERSHIP & S 119601 0 10000 0 0 0 7971 0 12657 0 150229 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE (THE "COMMITTEE") SHALL CONDUCT THE AFFAIRS OF THE ASSOCIATION AND SHALL EXERCISE ALL OF THE POWERS OF THE BOARD OF DIRECTORS AT ALL TIMES WHEN THE BOARD OF DIRECTORS IS NOT IN SESSION, SUBJECT TO THE CONTROL AND DIRECTION OF THE BOARD OF DIRECTORS, AND IN A MANNER CONSISTENT WITH THE PROVISIONS OF THE ASSOCIATION'S BYLAWS. IN DISCHARGING ITS ROLE, THE COMMITTEE IS EMPOWERED TO INQUIRE INTO ANY MATTER IT CONSIDERS APPROPRIATE TO CARRY OUT ITS RESPONSIBILITIES, WITH ACCESS TO ALL BOOKS, RECORDS, FACILITIES AND PERSONNEL OF THE ASSOCIATION FORM 990, PART VI, SECTION A, LINE 6 ANY BUSINESS FIRM ENGAGED IN THE RETAIL JEWELRY INDUSTRY SHALL BE ELIGIBLE FOR REGULAR MEMBERSHIP PROVIDED THAT IT SHALL HAVE PAID THE DUES FOR THE CURRENT YEAR AND HAVE COMPLIED WITH SUCH OTHER REQUIREMENTS, QUALIFICATIONS, AND CONDITIONS AS MAY BE ESTABLISHED BY THE BOARD OF DIRECTORS FROM TIME TO TIME. FORM 990, PART VI, SECTION A, LINE 7A THERE IS A NOMINATING COMMITTEE CONSISTING OF SIX REGULAR MEMBERS OF THE ASSOCIATION. THE NOMINATING COMMITTEE SHALL BE SELECTED BY MAJORITY VOTE OF THE DIRECTORS OF THE ASSOCIATION. IT SHALL NOMINATE CANDIDATES TO FULL VACANCIES ON THE BOARD OF DIRECTORS, TO BE VOTED ON AT THE NEXT ANNUAL MEETING OF THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7B ANY ONE OR MORE OF THE DIRECTORS MAY BE REMOVED, WITH OR WITHOUT CAUSE, AT ANY TIME, BY A VOTE OF TWO-THIRDS OF THE REGULAR MEMBERS PRESENT IN PERSON, OR BY A PROXY AT ANY SPECIAL MEETING OF THE MEMBERS CALLED FOR THE PURPOSE. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 IS REVIEWED BY SENIOR MANAGEMENT AND THE AUDIT COMMITTEE. IT IS THEN PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS ENFORCED ON AN ANNUAL BASIS. SENIOR MANAGEMENT DOES A PRESENTATION EXPLAINING THE CONFLICT OF INTEREST POLICY. IN ORDER TO MONITOR COMPLIANCE WITH THE POLICY, THE CONFLICT OF INTEREST POLICY STATEMENT IS DISTRIBUTED BY A DESIGNATED OFFICIAL TO ALL BOARD MEMBERS, AS WELL AS ALL EMPLOYEES, FOR ACKNOWLEDGEMENT AND SIGNATURE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER (CEO), EXECUTIVE DIRECTOR, OR TOP MANAGEMENT OFFICIAL: ON AN ANNUAL BASIS, THE ASSOCIATION'S EXECUTIVE COMMITTEE ASSISTS THE BOARD OF DIRECTORS IN DETERMINING AND APPROVING THE COMPENSATION OF THE CEO. EACH OCTOBER, THE COMMITTEE SOLICITS INPUT FROM ALL BOARD MEMBERS REGARDING THE CEO'S PERFORMANCE DURING THE FISCAL YEAR THAT HAD JUST ENDED. THE CEO'S PERFORMANCE IS APPRAISED AGAINST BOTH POSITION-SPECIFIC CRITERIA AS WELL AS ORGANIZATION-WIDE CRITERIA. EACH JANUARY, THE CHAIR OF THE COMMITTEE COMPILES THE INPUT AND PRESENTS THE DATA TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE DELIBERATES AND DETERMINES ACTUAL COMPENSATION ADJUSTMENTS, INCLUDING THE ACTUAL BONUS TO BE AWARDED FOR THE FISCAL YEAR COMPLETED AS WELL AS SALARY FOR THE NEXT FISCAL YEAR. IN ITS DELIBERATIONS, THE COMMITTEE IS GUIDED BY THE CEO EMPLOYMENT AGREEMENT. 2) THE CURRENT EMPLOYMENT AGREEMENT WAS DEVELOPED BY THE CEO IN CONJUNCTION WITH THE BOARD CHAIR, IMMEDIATE PAST BOARD CHAIR, AND THE BOARD CHAIR-ELECT. IN DEVELOPING THE COMPENSATION PORTION OF THE AGREEMENT, THE COMMITTEE RELIED ON OUTSIDE COMPENSATION DATA. AMONG THE RESOURCES UTILIZED WAS DATA FROM THE NATIONAL COMPENSATION STUDY OF ASSOCIATION CHIEF STAFF EXECUTIVES, WHICH IS PUBLISHED ANNUALLY BY THE AMERICAN RESEARCH COMPANY. THIS STUDY OF CEO SALARIES AND BENEFITS WAS COMPILED FROM SUBMISSIONS FROM MORE THAN 5,200 ASSOCIATIONS, 2,600 NATIONAL AND INTERNATIONAL ASSOCIATIONS, AND 2,600 STATE AND MULTI-STATE ASSOCIATIONS. THE COMMITTEE'S RECOMMENDATIONS ON COMPENSATION WERE PRESENTED TO THE ASSOCIATION'S EXECUTIVE COMMITTEE FOR APPROVAL. ONCE APPROVED, THEY WERE REPORTED TO THE BOARD OF DIRECTORS. COMPENSATION OF THE OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION - THE COMPENSATION OF ALL OTHER STAFF, INCLUDING KEY STAFF, IS AUTHORIZED BY THE CEO, IN ACCORDANCE WITH THE ASSOCIATION'S POLICIES ON EMPLOYEE COMPENSATION. THESE POLICIES FALL WITHIN THE PURVIEW OF THE PERFORMANCE REVIEW COMMITTEE AS DESCRIBED ABOVE. COMPENSATION FOR THE OTHER OFFICERS AND KEY EMPLOYEES IS TO BE CONSIDERED IN THE CONTEXT OF A BUDGET PLANNING AND OVERALL PERFORMANCE EVALUATION, WHICH UTILIZES THE ORGANIZATION'S ANNUAL PERFORMANCE METRICS INSTRUMENT ALONG WITH THE PERSONAL GOALS AND OBJECTIVES ESTABLISHED BY MUTUAL AGREEMENT WITH THE CEO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES 501,155. PAYROLL SERVICE FEES 25,537. DIAMOND COUNCIL OF AMERICA 120 BROADWAY 28TH FLOOR NEW YORK NY 10271 431291177 EDUCATE MEMBERS, EMPLOYEES, SUPPLIERS & PUBLIC ABOUT DIAMONDS & FINE JEWELRY NY 501(C)(3) LINE 10 N/A 0 JNETCOM INC (DBA NATIONAL JEWELER) 120 BROADWAY 28TH FLOOR NEW YORK NY 10271 134116505 PROVIDES JEWELRY INDUSTRY WITH INTERNET WEBSITES DE JEWELERS OF AMERICA INC C 1089708 241379 0.90000 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 DIAMOND COUNCIL OF AMERICA L 160000 FMV JNETCOM INC Q 1260000 FMV