Civic Intelligence

Piano Technicians Guild Incorporated

990 • Fiscal year 2019 • EIN 74-1209958

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 16, 2020

4444 Forest AveKansas City, KS 66106

(913) 432-9975

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

52nd percentile

0.18x

Higher debt load relative to assets than 52% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

77th percentile

0.40x

Higher debt load relative to revenue than 77% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Net Margin

22nd percentile

-3.3%

Higher net margin than 22% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

41st percentile

$116,644

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 8.6% of source-year revenue.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Asset Growth

17th percentile

-5.1%

Faster asset growth than 17% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

33rd percentile

-0.8%

Faster revenue growth than 33% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$2,981,781

Down $161,827 (-5.1%) from 2018

Net Assets

Up

$2,441,274

Up $6,284 (+0.3%) from 2018

Liabilities

Down

$540,507

Down $168,111 (-24%) from 2018

Revenue

Down

$1,355,978

Down $10,452 (-0.8%) from 2018

Expenses

Up

$1,400,638

Up $15,298 (+1.1%) from 2018

Net Income

Down

-$44,660

Down $25,750 (-136%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,659,941Liabilities 2011: $583,511Net Assets 2011: $2,076,4302011Assets 2012: $2,716,893Liabilities 2012: $597,141Net Assets 2012: $2,119,7522012Assets 2013: $2,809,510Liabilities 2013: $630,343Net Assets 2013: $2,179,1672013Assets 2014: $2,897,074Liabilities 2014: $619,824Net Assets 2014: $2,277,2502014Assets 2015: $3,009,506Liabilities 2015: $636,213Net Assets 2015: $2,373,2932015Assets 2016: $3,064,994Liabilities 2016: $629,380Net Assets 2016: $2,435,6142016Assets 2017: $3,156,505Liabilities 2017: $665,831Net Assets 2017: $2,490,6742017Assets 2018: $3,143,608Liabilities 2018: $708,618Net Assets 2018: $2,434,9902018Assets 2019: $2,981,781Liabilities 2019: $540,507Net Assets 2019: $2,441,2742019Assets 2020: $3,179,576Liabilities 2020: $548,783Net Assets 2020: $2,630,7932020Assets 2021: $3,439,012Liabilities 2021: $644,555Net Assets 2021: $2,794,4572021Assets 2022: $3,397,715Liabilities 2022: $680,275Net Assets 2022: $2,717,4402022Assets 2023: $3,501,910Liabilities 2023: $686,150Net Assets 2023: $2,815,7602023Assets 2024: $3,562,736Liabilities 2024: $708,141Net Assets 2024: $2,854,5952024

Highlighted filing

2019

Assets$2,981,781
Liabilities$540,507
Net Assets$2,441,274

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,298,550Expenses 2011: $1,156,640Net Income 2011: $141,9102011Revenue 2012: $1,355,065Expenses 2012: $1,311,743Net Income 2012: $43,3222012Revenue 2013: $1,354,021Expenses 2013: $1,294,606Net Income 2013: $59,4152013Revenue 2014: $1,348,731Expenses 2014: $1,250,648Net Income 2014: $98,0832014Revenue 2015: $1,345,410Expenses 2015: $1,238,883Net Income 2015: $106,5272015Revenue 2016: $1,316,187Expenses 2016: $1,261,815Net Income 2016: $54,3722016Revenue 2017: $1,345,981Expenses 2017: $1,304,871Net Income 2017: $41,1102017Revenue 2018: $1,366,430Expenses 2018: $1,385,340Net Income 2018: -$18,9102018Revenue 2019: $1,355,978Expenses 2019: $1,400,638Net Income 2019: -$44,6602019Revenue 2020: $1,085,687Expenses 2020: $936,631Net Income 2020: $149,0562020Revenue 2021: $1,235,937Expenses 2021: $1,080,760Net Income 2021: $155,1772021Revenue 2022: $1,277,498Expenses 2022: $1,250,915Net Income 2022: $26,5832022Revenue 2023: $1,468,479Expenses 2023: $1,415,593Net Income 2023: $52,8862023Revenue 2024: $1,524,591Expenses 2024: $1,491,509Net Income 2024: $33,0822024

Highlighted filing

2019

Revenue$1,355,978
Expenses$1,400,638
Net Income-$44,660
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 16, 2020
Return Version
2019v5.1
Gross Receipts
$1,400,879
Mission and Program Overview

Mission

To promote the highest possible standards of piano service by providing members with opportunities for professional development, by recognizing technical competence through examinations and by advancing the interests of its members.

Trade association of piano technicians

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$827,583$861,821▲ $34,238
Land, Buildings, and Equipment, Net$757,850$754,247▼ $3,603
Cash and Non-Interest-Bearing Accounts$982,544$689,272▼ $293,272
Investments Other Securities$423,927$486,267▲ $62,340
Prepaid Expenses and Deferred Charges$71,103$77,366▲ $6,263
Inventories for Sale or Use$33,573$43,744▲ $10,171
Intangible Assets-$14,440-
Accounts Receivable$5,577$2,494▼ $3,083
Total Assets$3,143,608$2,981,781▼ $161,827
Other Assets Total$41,451$52,130▲ $10,679
Liabilities
Deferred Revenue$599,615$471,221▼ $128,394
Other Liabilities$109,003$69,286▼ $39,717
Total Liabilities$708,618$540,507▼ $168,111
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,434,990$2,441,274▲ $6,284
Total Net Assets Fund Balance$2,434,990$2,441,274▲ $6,284
Total Liabilities and Net Assets / Fund Balance$3,143,608$2,981,781▼ $161,827

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$426,952$261,178$688,130
Other Land Buildings$58,977$264,267$323,244
Land$260,000-$260,000
Equipment$8,318$120,523$128,841
Other Securities$486,267--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barbara J CassadayExecutive DirectorFT$89,892$26,752$116,644

Board Members and Trustees

NameTitle
Paul BrownImmediate Past President
Paul AdamsPresident
Chris LabarreRegional Vice President
David StockerRegional Vice President
David StonemanRegional Vice President
Doug GarmanRegional Vice President
George Wr Bill DavisRegional Vice President
Jim Coleman JrRegional Vice President
Michael GutowskiRegional Vice President
Marc PoulinVice President
Jim FarissSecretary-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,303,137
Investment Income
$51,721
Other Revenue
$1,120
Change in Net Assets
$-44,660

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,349,529
Revenue Not Reported on Financial Statements
$6,449
Revenue Not Reported on Form 990
$55,432
Other Revenue Adjustments
$6,449
Total Revenue per Audited Statements
$1,404,961
Total Revenue per Form 990
$1,355,978
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$864,356
Salaries, Compensation, and Employee Benefits$536,282
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$67,126$254,485-$321,611
Conferences and Meetings$210,419--$210,419
Current Officers, Directors, Trustees, and Key Employees$5,832$110,812-$116,644
All Other Expenses$41,492$61,729-$103,221
Other Employee Benefits$15,250$44,445-$59,695
Occupancy-$56,615-$56,615
Information Technology-$42,382-$42,382
Depreciation Depletion-$42,283-$42,283
Advertising-$39,974-$39,974
Payroll Taxes$5,634$26,286-$31,920
Fees for Services Legal-$28,923-$28,923
Other Expenses$26,150$58,181-$26,150
Insurance-$21,056-$21,056
Fees for Services Other-$15,800-$15,800
Office Expenses-$9,306-$9,306
Fees for Services Accounting-$8,025-$8,025
Fees for Service Investment Mgmnt Fees-$6,449-$6,449
Pension Plan Contributions$1,341$5,071-$6,412
Total Functional Expenses$568,816$831,822$0$1,400,638

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,400,638
Total Expenses per Audited Statements$1,398,677
Expenses per Audited Statements$1,394,189
Expenses Not Reported on Financial Statements$6,449
Other Expense Adjustments$6,449
Expenses Not Reported on Form 990$4,488
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Chapter Dues Payable$59,407
Accrued Vacation and Payables$9,879
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

The organizatiion is made up of people who join, pay dues and become members.

Form 990, Part VI, Section A, line 7A

The organization has an annual council meeting that is comprised of delegates who are members of the guild. These delegates vote and elect the subsequent year's board of directors.

Form 990, Part VI, Section B, line 11B

The form 990 review process involves the tax accountant preparing the return. The finance manager and executive director then review the return. The executive director has board approval to provide final approval and sign the return. Copies of the return are provided to the board of directors and the return is available to all members of the organization upon request.

Form 990, Part VI, Section B, line 15A

The executive director's compensation package is approved by the organization's board of directors

Form 990, Part VI, Section C, line 19

Governing documents and financial statements are made available upon request.

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

PAUL ADAMS - 972 RT 521, NEWTON, NJ 07860-4309. CHRIS LABARRE - 307 HIGH ST, PHOENIXVILLE, PA 19460. PAUL BROWN - #1002-2050 NELSON ST, VANCOUVER, British Columbia, CANADA V6G 1N6. MARC POULIN - 70 VALLEY VIEW CIR, BARRE, VT 05641. GEORGE W.R. "BILL" DAVIS - 2315 ROCKY MOUNTAIN RD, NE, MARIETTA, GA 30066-2113. DOUG GARMAN - 3404 ARCHWAY CT, ARLINGTON, TX 76016. MICHAEL GUTOWSKI - 9120 MAC ARTHUR CT #2-B, DES PLAINES, IL 60016. JIM COLEMAN, JR. - 925 N ASH ST, MCPHERSON, KS 67460. DAVID STOCKER - 9324 LITTLEROCK RD SW, OLYMPIA, WA 98512. JIM FARISS - 19365 SOARING WING CT, COLORADO SPRINGS, CO 80908. DAVID STONEMAN - 23 WOODSWALLOW LN, ALISO VIEJO, CA 92656.

Filing and Contact Details

Filer

Filer Name
Piano Technicians Guild Inc
EIN
74-1209958
Phone
9134329975
Address
4444 FOREST AVE, KANSAS CITY, KS 66106

Signing Officer

Name
Barbara Cassaday
Title
Executive Director
Phone
9134329975
Signed
2020-06-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara Cassaday
Formed
1958
Legal Domicile
Ks
Voting Board Members
11
Independent Board Members
11
Employees
9
Volunteers
150

Preparer

Firm
Christopher J Clair CPA Pa
Address
6409 GLADSTONE DRIVE, SHAWNEE, KS 66218
Preparer
Christopher J Clair
Phone
9136310336
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

STRATEGIC PLANNING CONSULTING FEES: Program service expenses 0. Management and general expenses 15800. Fundraising expenses 0. Total expenses 15800.

Form 990, Part IX, line 24E

EDUCATIONAL AND CONSUMER LITERATURE: Program service expenses 25378. Management and general expenses 0. Fundraising expenses 0. Total expenses 25378. BANK FEES/CREDIT CARD CHARGES: Program service expenses 0. Management and general expenses 24168. Fundraising expenses 0. Total expenses 24168. BUSINESS TAXES & FILINGS: Program service expenses 0. Management and general expenses 16383. Fundraising expenses 0. Total expenses 16383. OTHER EDUCATIONAL EXPENSES - SEMINARS: Program service expenses 14617. Management and general expenses 0. Fundraising expenses 0. Total expenses 14617. NON-ORGANIZATIONAL EXP - IAPBT: Program service expenses 0. Management and general expenses 12637. Fundraising expenses 0. Total expenses 12637. COMPUTER EQUIPMENT: Program service expenses 0. Management and general expenses 9625. Fundraising expenses 0. Total expenses 9625. OTHER PROFESSIONAL FEES: Program service expenses 1497. Management and general expenses 7732. Fundraising expenses 0. Total expenses 9229. FURNITURE, FIXTURES & EQUIPMENT: Program service expenses 0. Management and general expenses 7383. Fundraising expenses 0. Total expenses 7383. DEFERRED INCOME TAX BENEFIT: Program service expenses 0. Management and general expenses -16199. Fundraising expenses 0. Total expenses -16199.

FORM 990, PART XII, LINE 2C:

No changes have been made to the board's review/oversight procedures for financial statements and selection of independent auditor that were in place in the previous year.

Financial Statement Notes

Part X, Line 2:

As a tax-exempt organization under Section 501(c)(6) of the Internal Revenue Code, the Organization is required to file a Form 990 annually. In addition, the Organization is required to file a Form 990-T to report its unrelated business income and pay taxes on any taxable income. The information in these returns is used by the IRS to substantiate the Organizations continuing tax exempt status. These returns are subject to examination by taxing authorities for a period of three years from the date they are filed. As of December 31, 2019, returns for the tax years 2016, 2017 and 2018 remain open and potentially subject to IRS examination. The Organization has no material uncertain tax positions to be accounted for in the financial statements under ASC Topic 740-10, Accounting for Uncertainty in Income Taxes. Any assessments by taxing authorities could result in potential penalties and interest being assessed.

Part XI, Line 2D - Other Adjustments:

Cost of sales of merchandise 4488.

Part XI, Line 4B - Other Adjustments:

Investment management fees shown net of investment income on audit 6449.

Part XII, Line 2D - Other Adjustments:

Cost of merchandise sold 4488.

Part XII, Line 4B - Other Adjustments:

Investment management fees shown net of investment income on audit 6449.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1REGIONAL VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4REGIONAL VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5REGIONAL VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6REGIONAL VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7REGIONAL VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9REGIONAL VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10SECRETARY-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt11REGIONAL VICE PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01958
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt016758
IRS990/GainOrLossGrp/SecuritiesAmt0709
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt017115
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt040765
IRS990/GrossReceiptsAmt01400879
IRS990/GrossSalesOfInventoryAmt05300
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt042382
IRS990/InformationTechnologyGrp/TotalAmt042382
IRS990/InsuranceGrp/ManagementAndGeneralAmt021056
IRS990/InsuranceGrp/TotalAmt021056
IRS990/IntangibleAssetsGrp/EOYAmt014440
IRS990/InventoriesForSaleOrUseGrp/BOYAmt033573
IRS990/InventoriesForSaleOrUseGrp/EOYAmt043744
IRS990/InvestmentIncomeGrp/ExclusionAmt034254
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt034254
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0423927
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0486267
IRS990/IRPDocumentCnt026
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0645968
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0757850
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0754247
IRS990/LandBldgEquipCostOrOtherBssAmt01400215
IRS990/LegalDomicileStateCd0KS
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0357
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt040056
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROMOTE THE HIGHEST POSSIBLE STANDARDS OF PIANO SERVICE BY PROVIDING MEMBERS WITH OPPORTUNITIES FOR PROFESSIONAL DEVELOPMENT, BY RECOGNIZING TECHNICAL COMPETENCE THROUGH EXAMINATIONS AND BY ADVANCING THE INTERESTS OF ITS MEMBERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02434990
IRS990/NetAssetsOrFundBalancesEOYAmt02441274
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0709
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt017467
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt016758
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0812
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0812
IRS990/NetUnrelatedBusTxblIncmAmt0-31274
IRS990/NetUnrlzdGainsLossesInvstAmt050944
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02434990
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02441274
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt056615
IRS990/OccupancyGrp/TotalAmt056615
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09306
IRS990/OfficeExpensesGrp/TotalAmt09306
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt041451
IRS990/OtherAssetsTotalGrp/EOYAmt052130
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt044445
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt015250
IRS990/OtherEmployeeBenefitsGrp/TotalAmt059695
IRS990/OtherExpensesGrp/Desc0JOURNAL - MONTHLY MAGAZ
IRS990/OtherExpensesGrp/Desc1BOARD AND COMMITTEE EXP
IRS990/OtherExpensesGrp/Desc2CHAPTER & MEMBER SERVIC
IRS990/OtherExpensesGrp/Desc3CERTIFICATION EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt058181
IRS990/OtherExpensesGrp/ProgramServicesAmt0167346
IRS990/OtherExpensesGrp/ProgramServicesAmt128226
IRS990/OtherExpensesGrp/ProgramServicesAmt226150
IRS990/OtherExpensesGrp/TotalAmt0167346
IRS990/OtherExpensesGrp/TotalAmt158181
IRS990/OtherExpensesGrp/TotalAmt228226
IRS990/OtherExpensesGrp/TotalAmt326150
IRS990/OtherLiabilitiesGrp/BOYAmt0109003
IRS990/OtherLiabilitiesGrp/EOYAmt069286
IRS990/OtherRevenueMiscGrp/BusinessCd0611710
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0308
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0308
IRS990/OtherRevenueTotalAmt0308
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0254485
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt067126
IRS990/OtherSalariesAndWagesGrp/TotalAmt0321611
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt026286
IRS990/PayrollTaxesGrp/ProgramServicesAmt05634
IRS990/PayrollTaxesGrp/TotalAmt031920
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt05071
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01341
IRS990/PensionPlanContributionsGrp/TotalAmt06412
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt071103
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt077366
IRS990/PrincipalOfficerNm0BARBARA CASSADAY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2511120
IRS990/ProgramServiceRevenueGrp/BusinessCd3611710
IRS990/ProgramServiceRevenueGrp/BusinessCd4611710
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1ANNUAL CONVENTION & TR
IRS990/ProgramServiceRevenueGrp/Desc2JOURNAL - MONTHLY MAGA
IRS990/ProgramServiceRevenueGrp/Desc3EDUCATIONAL LITERATURE
IRS990/ProgramServiceRevenueGrp/Desc4SEMINAR FEES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt0187272
IRS990/ProgramServiceRevenueGrp/ExclusionAmt133274
IRS990/ProgramServiceRevenueGrp/ExclusionAmt220840
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0927780
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt112522
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0927780
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1187272
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2118837
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt333274
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt420840
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0106315
IRS990/ProgSrvcAccomActy2Grp/Desc0CONVENTION EXPENSE - ANNUAL CONVENTION WHICH COMBINES THE ANNUAL BUSINESS MEETING WITH A TRADE SHOW AND NUMEROUS CONTINUING EDUCATION SEMINARS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0210419
IRS990/ProgSrvcAccomActy3Grp/Desc0COMMITTEE EXPENSE - TRAVEL, LODGING AND SUPPORT FOR THE VARIOUS COMMITTEES WHICH RUN THE ASSOCIATION AND PROVIDE INFORMATION TO ITS MEMBERS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt028226
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROVIDE EDUCATIONAL AND CONSUMER LITERATURE FOR THE CONVENIENCE OF THE MEMBERS; PUT ON EDUCATIONAL SEMINARS; PROVIDE CERTIFICATION TO MEMBERS
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt066145
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01400
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt030550
IRS990/PYOtherExpensesAmt0851526
IRS990/PYOtherRevenueAmt05027
IRS990/PYProgramServiceRevenueAmt01329453
IRS990/PYRevenuesLessExpensesAmt0-18910
IRS990/PYSalariesCompEmpBnftPaidAmt0533814
IRS990/PYTotalExpensesAmt01385340
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01366430
IRS990/ReconcilationRevenueExpnssAmt0-44660
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0827583
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0861821
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0426952
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0261178
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0688130
IRS990ScheduleD/EquipmentGrp/BookValueAmt08318
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0120523
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0128841
IRS990ScheduleD/ExpensesNotReportedAmt04488
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt06449
IRS990ScheduleD/ExpensesSubtotalAmt01394189
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0260000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0260000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt050944
IRS990ScheduleD/OtherExpensesIncludedAmt04488
IRS990ScheduleD/OtherExpensesNotIncludedAmt06449
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt058977
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0264267
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0323244
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt059407
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt19879
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CHAPTER DUES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED VACATION AND PAYABLES
IRS990ScheduleD/OtherRevenueAmt04488
IRS990ScheduleD/OtherRevenuesNotIncludedAmt06449
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0486267
IRS990ScheduleD/OtherSecuritiesGrp/Desc0EDWARD JONES - MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt055432
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt06449
IRS990ScheduleD/RevenueSubtotalAmt01349529
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0As a tax-exempt organization under Section 501(c)(6) of the Internal Revenue Code, the Organization is required to file a Form 990 annually. In addition, the Organization is required to file a Form 990-T to report its unrelated business income and pay taxes on any taxable income. The information in these returns is used by the IRS to substantiate the Organizations continuing tax exempt status. These returns are subject to examination by taxing authorities for a period of three years from the date they are filed. As of December 31, 2019, returns for the tax years 2016, 2017 and 2018 remain open and potentially subject to IRS examination. The Organization has no material uncertain tax positions to be accounted for in the financial statements under ASC Topic 740-10, Accounting for Uncertainty in Income Taxes. Any assessments by taxing authorities could result in potential penalties and interest being assessed.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1COST OF SALES OF MERCHANDISE 4488.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2INVESTMENT MANAGEMENT FEES SHOWN NET OF INVESTMENT INCOME ON AUDIT 6449.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3COST OF MERCHANDISE SOLD 4488.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4INVESTMENT MANAGEMENT FEES SHOWN NET OF INVESTMENT INCOME ON AUDIT 6449.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XI, Line 4b - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3Part XII, Line 2d - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc4Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0754247
IRS990ScheduleD/TotalBookValueSecuritiesAmt0486267
IRS990ScheduleD/TotalExpensesPerForm990Amt01400638
IRS990ScheduleD/TotalLiabilityAmt069286
IRS990ScheduleD/TotalRevenuePerForm990Amt01355978
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01404961
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01398677
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.56$0.71$2.85$1.52$1.49$0.03
2023Summary only. Only limited summary data is available for this year.$3.50$0.69$2.82$1.47$1.42$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.40$0.68$2.72$1.28$1.25$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.44$0.64$2.79$1.24$1.08$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.18$0.55$2.63$1.09$0.94$0.15
2019Detailed filing. Detailed filing data is available for this year.$2.98$0.54$2.44$1.36$1.40$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.14$0.71$2.43$1.37$1.39$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.16$0.67$2.49$1.35$1.30$0.04
2016Summary only. Only limited summary data is available for this year.$3.06$0.63$2.44$1.32$1.26$0.05
2015Summary only. Only limited summary data is available for this year.$3.01$0.64$2.37$1.35$1.24$0.11
2014Summary only. Only limited summary data is available for this year.$2.90$0.62$2.28$1.35$1.25$0.10
2013Summary only. Only limited summary data is available for this year.$2.81$0.63$2.18$1.35$1.29$0.06
2012Summary only. Only limited summary data is available for this year.$2.72$0.60$2.12$1.36$1.31$0.04
2011Summary only. Only limited summary data is available for this year.$2.66$0.58$2.08$1.30$1.16$0.14