2025-08-11T09:31:08-05:00 2024-09-30 842953567 TRIMNERBECKHAM PLLC 1750 TYSONS BLVD SUITE 1500 MCLEAN VA 22102 990 2023-10-01 530246294 JEWELERS OF AMERICA INC JEWE 6466580246 120 BROADWAY 28TH FLOOR NEW YORK NY 10271 DAVID BONAPARTE PRESIDENT & CEO 6466580246 2025-08-15 1 0 DAVID TRIMNER P00444822 7036631756 2023 2025-03-06 01:10:19Z DAVID BONAPARTE 120 BROADWAY 28TH FLOOR NEW YORK NY 10271 21994432 0 X WWW.JEWELERS.ORG X 1957 NY TO PROMOTE CONSUMER CONFIDENCE IN THE JEWELRY INDUSTRY. 24 24 22 29 43356 24927 50000 10000 1712394 1855429 2965229 2224049 613672 655681 5341295 4745159 21743 47805 0 0 2682513 2863808 0 0 0 2420798 2617449 5125054 5529062 216241 -783903 66785664 74358012 2565170 2501300 64220494 71856712 X JEWELERS OF AMERICA, THE MOST TRUSTED AND INFLUENTIAL VOICE OF THE JEWELRY INDUSTRY, EMPOWERS AND UNITES ITS MEMBERS THROUGH EXPERT GUIDANCE AND ADVOCACY, DRIVING EXCELLENCE, INTEGRITY, AND SUCCESS IN AN EVER-CHANGING MARKETPLACE. 0 0 ADVOCACY:SINCE 1906, JEWELERS OF AMERICA (JA) HAS ADVANCED THE FINE JEWELRY INDUSTRY THROUGH ADVOCACY IN PUBLIC, GOVERNMENT AND INDUSTRY AFFAIRS. JA HAS BEEN THE LEADER IN DEVELOPING HIGH ETHICAL, SOCIAL, AND ENVIRONMENTAL STANDARDS AMONG THE RETAIL JEWELRY TRADE.IN 2024, JA ESTABLISHED A $1,000,000 JA INDUSTRY FUND, DEDICATED TO FOSTERING THE GROWTH AND SUSTAINABILITY OF THE JEWELRY INDUSTRY BY PROVIDING ESSENTIAL FUNDING TO ORGANIZATIONS AND INITIATIVES WITHIN THIS SECTOR. THIS FUND SUPPORTS A WIDE RANGE OF PROJECTS, FROM ENHANCING ETHICAL PRACTICES AND ENVIRONMENTAL RESPONSIBILITY TO ADVANCING INNOVATION AND EDUCATION AMONG JEWELRY PROFESSIONALS. BY INVESTING IN THESE VITAL AREAS, THE JA INDUSTRY FUND AIMS TO ENSURE A THRIVING FUTURE FOR ALL STAKEHOLDERS IN THE JEWELRY INDUSTRY AND CONTRIBUTE TO THE OVERALL IMPROVEMENT OF ITS SUSTAINABILITY AND IMPACT. THE JA INDUSTRY FUND WILL DISBURSE UP TO 5% OF THE 'FUND' TO SELECTED ORGANIZATIONS ON AN ANNUAL BASIS. MEMBER BENEFITS:JEWELERS OF AMERICA OFFERS MEMBERS BENEFITS INCLUDING BUSINESS RESOURCES, MARKETING TOOLS, DISCOUNT PROGRAMS, EDUCATIONAL SCHOLARSHIPS, AND CERTIFICATION COURSES. THE MEMBER BENEFITS AVAILABLE ARE ACCESSIBLE THROUGH THE ASSOCIATION'S WEBSITE, WWW.JEWELERS.ORG. IN 2024, JEWELERS OF AMERICA INTRODUCED NEW BENEFITS WITH EBAY THAT PROVIDE CONCIERGE CUSTOMER SERVICE TO OUR MEMBERS WHO ENROLL IN THEIR ONLINE SELLING CHANNEL, AND A NEW BENEFIT PARTNER, PODIUM. THEY PROVIDE MEMBERS WITH AN ONLINE CUSTOMER MESSAGING (PHONE/CHAT/SMS/SOCIAL) AND BUSINESS REVIEW MANAGEMENT PLATFORM. EDUCATION:JEWELERS OF AMERICA CONTINUED TO EDUCATE CONSUMERS ABOUT FINE JEWELRY THROUGH VARIOUS MEDIA SUCH AS OUR WEBINAR SERIES, PUBLIC RELATIONS, MARKETING, AND SOCIAL MEDIA. IN 2024, JEWELERS OF AMERICA INTRODUCED THREE REGIONAL IN-PERSON LEARNING WORKSHOPS TO FACILITATE EDUCATION FOR OUR MEMBERS ON TOPICS THAT HELP THEM OPERATE THEIR BUSINESSES. WE ALSO INTRODUCED A NEW SCHOLARSHIP PROGRAM FOR BENCH JEWELERS AND THE EMERGING JEWELERS ACCELERATOR PROGRAM WITH BIJC. 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 33 0 22 1 1 1 1 BD CA UK 0 0 0 0 0 0 X 24 24 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 CHAD BERG BOARD MEMBER 1.00 X 0 0 0 CONSTANCE POLAMALU BOARD MEMBER 1.00 X 0 0 0 EDWARD DIKES BOARD MEMBER 1.00 X 0 0 0 HUNTER MCGRATH BOARD MEMBER 1.00 X 0 0 0 JEFFERY BOLLING BOARD MEMBER 1.00 X 0 0 0 JOSEPH COREY BOARD MEMBER 1.00 X 0 0 0 JULIE KEENEY 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 ROBERT MARKS BOARD MEMBER 1.00 X 0 0 0 SHERRY SMITH BOARD MEMBER 1.00 X 0 0 0 STAN RAZNY BOARD MEMBER 1.00 X 0 0 0 SUE HOPEMAN 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 VALERIE MADISON BOARD MEMBER 1.00 X 0 0 0 DAVID BONAPARTE CHIEF EXECUTIVE OFFICER 36.00 4.00 X 563998 0 58340 HUGUE-ANNIE DORESCA CHIEF FINANCIAL OFFICER 34.80 5.20 X 263607 0 10558 REGINA CIARLEGLIO DIRECTOR OF MEMBERSHIP & S 40.00 0.00 X 137860 0 21664 MOLLY FALLON DIRECTOR OF MARKETING & CO 30.00 10.00 X 148474 0 45453 AMANDA GIZZI DIRECTOR OF PUBLIC RELATIO 38.00 2.00 X 138802 0 45107 BYRON BARTON CONTROLLER 28.00 12.00 X 136394 0 13708 SUSAN POSNOCK DIRECTOR OF PUBLIC AFFAIRS 40.00 0.00 X 112975 0 46285 1502110 0 241115 8 0 1 0 42ND STREET LESSEE LLC 110 EAST 42ND STREET NEW YORK NY 10017 BANQUET HALL FACILITIES 242980 ON THE MARK COMMUNICATIONS 719 RARITAN ROAD CLARK NJ 07066 MARKETING AGENCY 142021 HAAKE & ASSOCIATES 1900 K STREET NW SUITE 100 WASHINGTON DC 20006 LEGISLATIVE/LOBBYING 119796 3 10000 10000 GEM AWARDS PROGRAM 900099 818400 818400 MEMBERSHIP DUES 900099 645888 645888 SPONSORSHIP INCOME 900099 334501 30800 303701 EDUCATIONAL MATERIALS & PROGRAMS 611710 44084 44084 NEWSLETTERS 900099 12556 12556 1855429 1608859 1608859 495215 495215 17864463 17249273 615190 615190 615190 MANAGEMENT FEES 900099 160000 160000 466 466 160466 4745159 1508372 43356 3183431 47805 983655 1322817 110956 279074 167306 5288 58474 162306 232171 532116 15467 333723 131668 408665 106038 3968 48681 39990 GEM AWARDS PROGRAM 434080 INDUSTRY SUPPORT 64619 MEMBERSHIP DUES 29468 NEW YORK STATE TAX 2393 8334 5529062 380618 615570 396613 1336294 2034198 2419266 5006 8096 197530 235514 1077362 972040 94721 105322 39335584 43496771 22374391 24836759 1967003 1304420 66785664 74358012 586326 593555 442799 562693 1536045 1345052 2565170 2501300 X 64167394 71839436 53100 17276 64220494 71856712 66785664 74358012 -783903 8420121 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 645888 165237 -55004 110233 177167 -66934 61966631 10410569 3850000 68527200 60433745 5832886 4300000 61966631 70166580 -8532835 1200000 60433745 59864279 12906282 2603981 70166580 56359279 4005187 500187 59864279 1.00000 0 0 77911 55468 22443 562238 514797 47441 437213 401775 35438 105322 ACTIS ENERGY LIMITED PARTNERSHIP 30000 F ANTERES STRATEGIC CREDIT FUND 1755512 F CARLYLE PROPERTY (CPI) PRIVATE 1966500 F CLARION PRIVATE INVESTORS, LLC 1428754 F EQT INFRASTRUCTURE 1611170 F GROSVENOR ALTERNATIVE INVESTMENT 7393010 F HPS CORPORATION 1596170 F KING STREET CAPITAL LTD. CLASS A SERIES 1 9540 F LUXOR CAPITAL PARTNERS OFFSHORE LTD. 129291 F SCULPTOR REAL ESTATE PARALLEL FUND III B, LP 102643 F PATRON CAPITAL 367332 F PEG GLOBAL PRIVATE EQUITY INSTITUTIONAL INVESTORS 2657645 F PEG GLOBAL PRIVATE EQUITY VIII OFFSHORE SPECIAL L.P. 2871371 F PEG XSA 1214209 F WEATHERGAGE VENTURE CAPITAL 1703612 F 24836759 DEFERRED COMPENSATION PAYABLE 328309 DEFERRED RENT 1016743 1345052 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 16600398 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 INVESTMENTS 406872 0 0 0 0 0 0 17007270 0 17007270 1 0 0 1 1 0 1 SCHOLARSHIPS 7 47805 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 437030 0 100000 0 26968 0 15152 0 43188 0 622338 0 0 0 HUGUE-ANNIE DORESCA CHIEF FINANCIAL OFFICER 233607 0 30000 0 0 0 5233 0 5325 0 274165 0 0 0 MOLLY FALLON DIRECTOR OF MARKETING & CO 141084 0 7390 0 0 0 9288 0 36165 0 193927 0 0 0 AMANDA GIZZI DIRECTOR OF PUBLIC RELATIO 131877 0 6925 0 0 0 8221 0 36886 0 183909 0 0 0 REGINA CIARLEGLIO DIRECTOR OF MEMBERSHIP & S 122260 0 15000 0 600 0 8318 0 13346 0 159524 0 0 0 SUSAN POSNOCK DIRECTOR OF PUBLIC AFFAIRS 107096 0 5879 0 0 0 7399 0 38886 0 159260 0 0 0 BYRON BARTON CONTROLLER 129187 0 7207 0 0 0 8383 0 5325 0 150102 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. 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 1209497 243899 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 1050000 FMV