Civic Intelligence

Piano Technicians Guild Incorporated

990 • Fiscal year 2020 • EIN 74-1209958

Jan 01, 2020 to Dec 31, 2020 • Filed on May 12, 2021

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

54th percentile

0.17x

Higher debt load relative to assets than 54% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

78th percentile

0.51x

Higher debt load relative to revenue than 78% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2020

Net Margin

71st percentile

14%

Higher net margin than 71% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$108,324

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 10.0% of source-year revenue.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2020

Asset Growth

54th percentile

6.6%

Faster asset growth than 54% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

28th percentile

-20%

Faster revenue growth than 28% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$3,179,576

Up $197,795 (+6.6%) from 2019

Net Assets

Up

$2,630,793

Up $189,519 (+7.8%) from 2019

Liabilities

Up

$548,783

Up $8,276 (+1.5%) from 2019

Revenue

Down

$1,085,687

Down $270,291 (-20%) from 2019

Expenses

Down

$936,631

Down $464,007 (-33%) from 2019

Net Income

Up

$149,056

Up $193,716 (+434%) from 2019

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

2020

Assets$3,179,576
Liabilities$548,783
Net Assets$2,630,793

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

2020

Revenue$1,085,687
Expenses$936,631
Net Income$149,056
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 12, 2021
Return Version
2020v4.1
Gross Receipts
$1,267,248
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$861,821$896,680▲ $34,859
Cash and Non-Interest-Bearing Accounts$689,272$799,612▲ $110,340
Land, Buildings, and Equipment, Net$754,247$745,950▼ $8,297
Investments Other Securities$486,267$542,361▲ $56,094
Prepaid Expenses and Deferred Charges$77,366$73,815▼ $3,551
Inventories for Sale or Use$43,744$43,061▼ $683
Accounts Receivable$2,494$14,154▲ $11,660
Intangible Assets$14,440$9,037▼ $5,403
Total Assets$2,981,781$3,179,576▲ $197,795
Other Assets Total$52,130$54,906▲ $2,776
Liabilities
Deferred Revenue$471,221$498,415▲ $27,194
Other Liabilities$69,286$50,368▼ $18,918
Total Liabilities$540,507$548,783▲ $8,276
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,441,274$2,630,793▲ $189,519
Total Net Assets Fund Balance$2,441,274$2,630,793▲ $189,519
Total Liabilities and Net Assets / Fund Balance$2,981,781$3,179,576▲ $197,795

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$436,466$264,013$700,479
Other Land Buildings$44,882$278,362$323,244
Land$260,000-$260,000
Equipment$4,602$115,901$120,503
Other Securities$542,361--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barbara J CassadayExecutive DirectorFT$86,063$22,261$108,324

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,079,409
Investment Income
$2,185
Other Revenue
$4,093
Change in Net Assets
$149,056

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,078,858
Revenue Not Reported on Financial Statements
$6,829
Revenue Not Reported on Form 990
$43,396
Other Revenue Adjustments
$6,829
Total Revenue per Audited Statements
$1,122,254
Total Revenue per Form 990
$1,085,687
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$489,525
Other Expenses$447,106
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$69,018$212,355-$281,373
Current Officers, Directors, Trustees, and Key Employees$14,082$94,242-$108,324
Other Employee Benefits$15,550$49,620-$65,170
Occupancy-$45,752-$45,752
All Other Expenses$21,977$20,971-$42,948
Depreciation Depletion-$41,285-$41,285
Payroll Taxes$6,376$22,365-$28,741
Information Technology-$28,131-$28,131
Insurance-$23,446-$23,446
Advertising-$15,429-$15,429
Other Expenses$18,571$14,506-$14,506
Fees for Services Legal-$9,593-$9,593
Fees for Services Accounting-$8,125-$8,125
Fees for Service Investment Mgmnt Fees-$6,829-$6,829
Office Expenses-$6,309-$6,309
Pension Plan Contributions$1,534$4,383-$5,917
Conferences and Meetings$5,304--$5,304
Total Functional Expenses$307,206$629,425$0$936,631

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$936,631
Total Expenses per Audited Statements$932,735
Expenses per Audited Statements$929,802
Expenses Not Reported on Financial Statements$6,829
Other Expense Adjustments$6,829
Expenses Not Reported on Form 990$2,933
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$40,494
Accrued Vacation and Payables$9,874
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. Keith bowman - 1020 red rd., harrisburg, pa 17110. 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
2021-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara Cassaday
Formed
1958
Legal Domicile
Ks
Voting Board Members
10
Independent Board Members
10
Employees
8
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 24E

CHAPTER & MEMBER SERVICES: Program service expenses 11817. Management and general expenses 0. Fundraising expenses 0. Total expenses 11817. BOARD AND COMMITTEE EXPENSES: Program service expenses 0. Management and general expenses 10955. Fundraising expenses 0. Total expenses 10955. OTHER EDUCATIONAL EXPENSES - SEMINARS: Program service expenses 8576. Management and general expenses 0. Fundraising expenses 0. Total expenses 8576. COMPUTER EQUIPMENT: Program service expenses 0. Management and general expenses 7483. Fundraising expenses 0. Total expenses 7483. FURNITURE, FIXTURES & EQUIPMENT: Program service expenses 0. Management and general expenses 6485. Fundraising expenses 0. Total expenses 6485. OTHER PROFESSIONAL FEES: Program service expenses 1144. Management and general expenses 4054. Fundraising expenses 0. Total expenses 5198. CERTIFICATION EXPENSE: Program service expenses 440. Management and general expenses 0. Fundraising expenses 0. Total expenses 440. NON-ORGANIZATIONAL EXP - IAPBT: Program service expenses 0. Management and general expenses 125. Fundraising expenses 0. Total expenses 125. DEFERRED INCOME TAX BENEFIT: Program service expenses 0. Management and general expenses -8131. Fundraising expenses 0. Total expenses -8131.

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, 2020, returns for the tax years 2017, 2018 and 2019 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 2933.

Part XI, Line 4B - Other Adjustments:

Investment management fees shown net of investment income on audit 6829.

Part XII, Line 2D - Other Adjustments:

Cost of merchandise sold 2933.

Part XII, Line 4B - Other Adjustments:

Investment management fees shown net of investment income on audit 6829.

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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-28843
IRS990/GainOrLossGrp/SecuritiesAmt02305
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt070
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0152020
IRS990/GrossReceiptsAmt01267248
IRS990/GrossSalesOfInventoryAmt03862
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt028131
IRS990/InformationTechnologyGrp/TotalAmt028131
IRS990/InsuranceGrp/ManagementAndGeneralAmt023446
IRS990/InsuranceGrp/TotalAmt023446
IRS990/IntangibleAssetsGrp/BOYAmt014440
IRS990/IntangibleAssetsGrp/EOYAmt09037
IRS990/InventoriesForSaleOrUseGrp/BOYAmt043744
IRS990/InventoriesForSaleOrUseGrp/EOYAmt043061
IRS990/InvestmentIncomeGrp/ExclusionAmt028723
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt028723
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0486267
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0542361
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0658276
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0754247
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0745950
IRS990/LandBldgEquipCostOrOtherBssAmt01404226
IRS990/LegalDomicileStateCd0KS
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt028913
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0149715
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/NetAssetsOrFundBalancesBOYAmt02441274
IRS990/NetAssetsOrFundBalancesEOYAmt02630793
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-28843
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt02305
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-26538
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0929
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0929
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt040463
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02441274
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02630793
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt045752
IRS990/OccupancyGrp/TotalAmt045752
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06309
IRS990/OfficeExpensesGrp/TotalAmt06309
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt052130
IRS990/OtherAssetsTotalGrp/EOYAmt054906
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt049620
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt015550
IRS990/OtherEmployeeBenefitsGrp/TotalAmt065170
IRS990/OtherExpensesGrp/Desc0JOURNAL - MONTHLY MAGAZ
IRS990/OtherExpensesGrp/Desc1BANK FEES/CREDIT CARD C
IRS990/OtherExpensesGrp/Desc2EDUCATIONAL AND CONSUME
IRS990/OtherExpensesGrp/Desc3BUSINESS TAXES & FILING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt026084
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt114506
IRS990/OtherExpensesGrp/ProgramServicesAmt0154794
IRS990/OtherExpensesGrp/ProgramServicesAmt118571
IRS990/OtherExpensesGrp/TotalAmt0154794
IRS990/OtherExpensesGrp/TotalAmt126084
IRS990/OtherExpensesGrp/TotalAmt218571
IRS990/OtherExpensesGrp/TotalAmt314506
IRS990/OtherLiabilitiesGrp/BOYAmt069286
IRS990/OtherLiabilitiesGrp/EOYAmt050368
IRS990/OtherRevenueMiscGrp/BusinessCd0611710
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt02710
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0154
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03164
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0300
IRS990/OtherRevenueTotalAmt03164
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0212355
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt069018
IRS990/OtherSalariesAndWagesGrp/TotalAmt0281373
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt022365
IRS990/PayrollTaxesGrp/ProgramServicesAmt06376
IRS990/PayrollTaxesGrp/TotalAmt028741
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04383
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01534
IRS990/PensionPlanContributionsGrp/TotalAmt05917
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt077366
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt073815
IRS990/PrincipalOfficerNm0BARBARA CASSADAY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1511120
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/BusinessCd3611710
IRS990/ProgramServiceRevenueGrp/BusinessCd4611710
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1JOURNAL - MONTHLY MAGA
IRS990/ProgramServiceRevenueGrp/Desc2EDUCATIONAL LITERATURE
IRS990/ProgramServiceRevenueGrp/Desc3SEMINAR FEES
IRS990/ProgramServiceRevenueGrp/Desc4CERTIFICATION
IRS990/ProgramServiceRevenueGrp/ExclusionAmt026591
IRS990/ProgramServiceRevenueGrp/ExclusionAmt115670
IRS990/ProgramServiceRevenueGrp/ExclusionAmt24230
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0917443
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt18434
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0917443
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1114475
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt226591
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt315670
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt44230
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0106041
IRS990/ProgSrvcAccomActy2Grp/Desc0CONVENTION EXPENSE - ANNUAL CONVENTION WHICH COMBINES THE ANNUAL BUSINESS MEETING WITH A TRADE SHOW AND NUMEROUS CONTINUING EDUCATION SEMINARS. THE ORGANIZATION WAS FORCED TO POSTPONE THE JULY/AUGUST, 2020 ANNUAL CONVENTION DUE TO A WORLDWIDE PANDEMIC COVID-19 VIRUS HEALTH EMERGENCY SITUATION THAT HAS CAUSED SIGNIFICANT TRAVEL RESTRICTIONS. PER A SIGNED ADDENDUM TO THE EVENT AGREEMENT, ON APRIL 17, 2020, THE ORGANIZATION AGREED TO MOVE THE CONVENTION TO AUGUST, 2021 AT THE SAME LOCATION IN ORLANDO, FLORIDA.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt05304
IRS990/ProgSrvcAccomActy3Grp/Desc0COMMITTEE EXPENSE - TRAVEL, LODGING AND SUPPORT FOR THE VARIOUS COMMITTEES WHICH RUN THE ASSOCIATION AND PROVIDE INFORMATION TO ITS MEMBERS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt011817
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROVIDE EDUCATIONAL AND CONSUMER LITERATURE FOR THE CONVENIENCE OF THE MEMBERS; PUT ON EDUCATIONAL SEMINARS; PROVIDE CERTIFICATION TO MEMBERS
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt027587
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt051721
IRS990/PYOtherExpensesAmt0864356
IRS990/PYOtherRevenueAmt01120
IRS990/PYProgramServiceRevenueAmt01303137
IRS990/PYRevenuesLessExpensesAmt0-44660
IRS990/PYSalariesCompEmpBnftPaidAmt0536282
IRS990/PYTotalExpensesAmt01400638
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01355978
IRS990/ReconcilationRevenueExpnssAmt0149056
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0861821
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0896680
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0436466
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0264013
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0700479
IRS990ScheduleD/EquipmentGrp/BookValueAmt04602
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0115901
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0120503
IRS990ScheduleD/ExpensesNotReportedAmt02933
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt06829
IRS990ScheduleD/ExpensesSubtotalAmt0929802
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0260000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0260000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt040463
IRS990ScheduleD/OtherExpensesIncludedAmt02933
IRS990ScheduleD/OtherExpensesNotIncludedAmt06829
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt044882
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0278362
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0323244
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt040494
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt19874
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CHAPTER DUES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED VACATION AND PAYABLES
IRS990ScheduleD/OtherRevenueAmt02933
IRS990ScheduleD/OtherRevenuesNotIncludedAmt06829
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0542361
IRS990ScheduleD/OtherSecuritiesGrp/Desc0EDWARD JONES - MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt043396
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt06829
IRS990ScheduleD/RevenueSubtotalAmt01078858
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, 2020, returns for the tax years 2017, 2018 and 2019 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 2933.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2INVESTMENT MANAGEMENT FEES SHOWN NET OF INVESTMENT INCOME ON AUDIT 6829.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3COST OF MERCHANDISE SOLD 2933.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4INVESTMENT MANAGEMENT FEES SHOWN NET OF INVESTMENT INCOME ON AUDIT 6829.
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/TotalBookValueLandBuildingsAmt0745950
IRS990ScheduleD/TotalBookValueSecuritiesAmt0542361
IRS990ScheduleD/TotalExpensesPerForm990Amt0936631
IRS990ScheduleD/TotalLiabilityAmt050368
IRS990ScheduleD/TotalRevenuePerForm990Amt01085687
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01122254
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0932735
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATIION IS MADE UP OF PEOPLE WHO JOIN, PAY DUES AND BECOME MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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.

Document Assets

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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
2020Detailed filing. Detailed filing data is available for this year.$3.18$0.55$2.63$1.09$0.94$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

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