Civic Intelligence

Piano Technicians Guild Incorporated

990 • Fiscal year 2021 • EIN 74-1209958

Jan 01, 2021 to Dec 31, 2021 • Filed on May 12, 2022

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

57th percentile

0.19x

Higher debt load relative to assets than 57% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

80th percentile

0.52x

Higher debt load relative to revenue than 80% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Net Margin

54th percentile

13%

Higher net margin than 54% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

41st percentile

$114,329

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 9.3% of source-year revenue.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Asset Growth

40th percentile

8.2%

Faster asset growth than 40% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

58th percentile

14%

Faster revenue growth than 58% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$3,439,012

Up $259,436 (+8.2%) from 2020

Net Assets

Up

$2,794,457

Up $163,664 (+6.2%) from 2020

Liabilities

Up

$644,555

Up $95,772 (+17%) from 2020

Revenue

Up

$1,235,937

Up $150,250 (+14%) from 2020

Expenses

Up

$1,080,760

Up $144,129 (+15%) from 2020

Net Income

Up

$155,177

Up $6,121 (+4.1%) from 2020

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

2021

Assets$3,439,012
Liabilities$644,555
Net Assets$2,794,457

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

2021

Revenue$1,235,937
Expenses$1,080,760
Net Income$155,177
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 12, 2022
Return Version
2021v4.2
Gross Receipts
$1,272,174
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
Cash and Non-Interest-Bearing Accounts$799,612$984,684▲ $185,072
Savings and Temporary Cash Investments$896,680$922,231▲ $25,551
Land, Buildings, and Equipment, Net$745,950$716,207▼ $29,743
Investments Other Securities$542,361$581,254▲ $38,893
Prepaid Expenses and Deferred Charges$73,815$116,831▲ $43,016
Inventories for Sale or Use$43,061$40,064▼ $2,997
Accounts Receivable$14,154$14,237▲ $83
Intangible Assets$9,037$3,634▼ $5,403
Total Assets$3,179,576$3,439,012▲ $259,436
Other Assets Total$54,906$59,870▲ $4,964
Liabilities
Deferred Revenue$498,415$566,952▲ $68,537
Other Liabilities$50,368$77,603▲ $27,235
Total Liabilities$548,783$644,555▲ $95,772
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,630,793$2,794,457▲ $163,664
Total Net Assets Fund Balance$2,630,793$2,794,457▲ $163,664
Total Liabilities and Net Assets / Fund Balance$3,179,576$3,439,012▲ $259,436

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$417,676$282,803$700,479
Other Land Buildings$32,834$290,410$323,244
Land$260,000-$260,000
Equipment$5,697$109,105$114,802
Other Securities$581,254--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barbara J CassadayExecutive DirectorFT$91,695$22,634$114,329

Board Members and Trustees

NameTitle
Marc PoulinPresident
Ashley TurnerRegional Vice President
David StockerRegional Vice President
Doug GarmanRegional Vice President
Keith BowmanRegional Vice President
Lisa WellerRegional Vice President
Michael GutowskiRegional Vice President
Torger BalandRegional Vice President
Jim FarissVice President
David StonemanSecretary-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,000
Program Service Revenue
$1,186,454
Investment Income
$39,476
Other Revenue
$8,007
All Other Contributions
$2,000
Change in Net Assets
$155,177

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,228,013
Revenue Not Reported on Financial Statements
$7,924
Revenue Not Reported on Form 990
$11,575
Other Revenue Adjustments
$7,924
Total Revenue per Audited Statements
$1,239,588
Total Revenue per Form 990
$1,235,937
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$672,955
Salaries, Compensation, and Employee Benefits$407,805
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$40,380$175,300-$215,680
Conferences and Meetings$171,504--$171,504
Current Officers, Directors, Trustees, and Key Employees$9,146$105,183-$114,329
All Other Expenses$24,501$33,077-$57,578
Occupancy-$53,715-$53,715
Other Employee Benefits$9,101$38,901-$48,002
Depreciation Depletion-$39,134-$39,134
Information Technology-$34,294-$34,294
Insurance-$26,645-$26,645
Other Expenses$25,591$29,543-$25,591
Payroll Taxes$3,774$20,286-$24,060
Fees for Services Accounting-$8,175-$8,175
Fees for Service Investment Mgmnt Fees-$7,924-$7,924
Office Expenses-$6,621-$6,621
Pension Plan Contributions$773$4,961-$5,734
Fees for Services Legal-$4,198-$4,198
Advertising-$968-$968
Total Functional Expenses$444,674$636,086$0$1,080,760

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,080,760
Total Expenses per Audited Statements$1,075,924
Expenses per Audited Statements$1,072,836
Expenses Not Reported on Financial Statements$7,924
Other Expense Adjustments$7,924
Expenses Not Reported on Form 990$3,088
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$61,330
Accrued Vacation and Payables$16,273
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

Marc poulin - 70 valley view cir, barre, vt 05641. Keith bowman - 1020 red rd., harrisburg, pa 17110. Jim fariss - 19365 soaring wing ct, colorado springs, co 80908. Ashley turner - 21802 flanders ct, ashburn, va 20147. Doug garman - 3404 archway ct, arlington, tx 76016. Michael gutowski - 9120 mac arthur ct #2-b, des plaines, il 60016. Torger baland - 1168 120th st, roberts, wi 54023. David stocker - 9324 littlerock rd sw, olympia, wa 98512. David stoneman - 23 woodswallow ln, aliso viejo, ca 92656. Lisa weller - 17601 misty ln, huntington beach, ca 92649.

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
2022-05-12
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
5
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

BUSINESS TAXES & FILINGS: Program service expenses 0. Management and general expenses 18124. Fundraising expenses 0. Total expenses 18124. CHAPTER & MEMBER SERVICES: Program service expenses 11861. Management and general expenses 0. Fundraising expenses 0. Total expenses 11861. CERTIFICATION EXPENSE: Program service expenses 11638. Management and general expenses 0. Fundraising expenses 0. Total expenses 11638. COMPUTER EQUIPMENT: Program service expenses 0. Management and general expenses 9145. Fundraising expenses 0. Total expenses 9145. OTHER PROFESSIONAL FEES: Program service expenses 981. Management and general expenses 5148. Fundraising expenses 0. Total expenses 6129. FURNITURE, FIXTURES & EQUIPMENT: Program service expenses 0. Management and general expenses 5624. Fundraising expenses 0. Total expenses 5624. OTHER EDUCATIONAL EXPENSES : Program service expenses 21. Management and general expenses 0. Fundraising expenses 0. Total expenses 21. DEFERRED INCOME TAX BENEFIT: Program service expenses 0. Management and general expenses -4964. Fundraising expenses 0. Total expenses -4964.

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, 2021, returns for the tax years 2018, 2019 and 2020 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 3088.

Part XI, Line 4B - Other Adjustments:

Investment management fees shown net of investment income on audit 7924.

Part XII, Line 2D - Other Adjustments:

Cost of merchandise sold 3088.

Part XII, Line 4B - Other Adjustments:

Investment management fees shown net of investment income on audit 7924.

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IRS990/GainOrLossGrp/SecuritiesAmt09057
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt042206
IRS990/GrossReceiptsAmt01272174
IRS990/GrossSalesOfInventoryAmt04125
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt034294
IRS990/InformationTechnologyGrp/TotalAmt034294
IRS990/InsuranceGrp/ManagementAndGeneralAmt026645
IRS990/InsuranceGrp/TotalAmt026645
IRS990/IntangibleAssetsGrp/BOYAmt09037
IRS990/IntangibleAssetsGrp/EOYAmt03634
IRS990/InventoriesForSaleOrUseGrp/BOYAmt043061
IRS990/InventoriesForSaleOrUseGrp/EOYAmt040064
IRS990/InvestmentIncomeGrp/ExclusionAmt030419
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt030419
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0542361
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0581254
IRS990/IRPDocumentCnt017
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0682318
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0745950
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0716207
IRS990/LandBldgEquipCostOrOtherBssAmt01398525
IRS990/LegalDomicileStateCd0KS
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt033149
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/NetAssetsOrFundBalancesBOYAmt02630793
IRS990/NetAssetsOrFundBalancesEOYAmt02794457
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt09057
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt09057
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt01037
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt01037
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt08487
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02630793
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02794457
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt053715
IRS990/OccupancyGrp/TotalAmt053715
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06621
IRS990/OfficeExpensesGrp/TotalAmt06621
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt054906
IRS990/OtherAssetsTotalGrp/EOYAmt059870
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt038901
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt09101
IRS990/OtherEmployeeBenefitsGrp/TotalAmt048002
IRS990/OtherExpensesGrp/Desc0JOURNAL - MONTHLY MAGAZ
IRS990/OtherExpensesGrp/Desc1BOARD AND COMMITTEE EXP
IRS990/OtherExpensesGrp/Desc2BANK FEES/CREDIT CARD C
IRS990/OtherExpensesGrp/Desc3EDUCATIONAL AND CONSUME
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt047161
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt129543
IRS990/OtherExpensesGrp/ProgramServicesAmt0159904
IRS990/OtherExpensesGrp/ProgramServicesAmt125591
IRS990/OtherExpensesGrp/TotalAmt0159904
IRS990/OtherExpensesGrp/TotalAmt147161
IRS990/OtherExpensesGrp/TotalAmt229543
IRS990/OtherExpensesGrp/TotalAmt325591
IRS990/OtherLiabilitiesGrp/BOYAmt050368
IRS990/OtherLiabilitiesGrp/EOYAmt077603
IRS990/OtherRevenueMiscGrp/BusinessCd0611710
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt05120
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt050
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06970
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt01800
IRS990/OtherRevenueTotalAmt06970
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0175300
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt040380
IRS990/OtherSalariesAndWagesGrp/TotalAmt0215680
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt020286
IRS990/PayrollTaxesGrp/ProgramServicesAmt03774
IRS990/PayrollTaxesGrp/TotalAmt024060
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04961
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0773
IRS990/PensionPlanContributionsGrp/TotalAmt05734
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt073815
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0116831
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/Desc4CERTIFICATION
IRS990/ProgramServiceRevenueGrp/ExclusionAmt034125
IRS990/ProgramServiceRevenueGrp/ExclusionAmt111515
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0894821
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1133618
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt210527
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0894821
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1133618
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2110205
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt334125
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt411515
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt099678
IRS990/ProgSrvcAccomActy2Grp/Desc0CONVENTION EXPENSE - ANNUAL CONVENTION WHICH COMBINES THE ANNUAL BUSINESS MEETING WITH A TRADE SHOW AND NUMEROUS CONTINUING EDUCATION SEMINARS.
IRS990/ProgSrvcAccomActy3Grp/Desc0COMMITTEE EXPENSE - TRAVEL, LODGING AND SUPPORT FOR THE VARIOUS COMMITTEES WHICH RUN THE ASSOCIATION AND PROVIDE INFORMATION TO ITS MEMBERS
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROVIDE EDUCATIONAL AND CONSUMER LITERATURE FOR THE CONVENIENCE OF THE MEMBERS; PUT ON EDUCATIONAL SEMINARS; PROVIDE CERTIFICATION TO MEMBERS
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02185
IRS990/PYOtherExpensesAmt0447106
IRS990/PYOtherRevenueAmt04093
IRS990/PYProgramServiceRevenueAmt01079409
IRS990/PYRevenuesLessExpensesAmt0149056
IRS990/PYSalariesCompEmpBnftPaidAmt0489525
IRS990/PYTotalExpensesAmt0936631
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01085687
IRS990/ReconcilationRevenueExpnssAmt0155177
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0896680
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0922231
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0417676
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0282803
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0700479
IRS990ScheduleD/EquipmentGrp/BookValueAmt05697
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0109105
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0114802
IRS990ScheduleD/ExpensesNotReportedAmt03088
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt07924
IRS990ScheduleD/ExpensesSubtotalAmt01072836
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0260000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0260000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt08487
IRS990ScheduleD/OtherExpensesIncludedAmt03088
IRS990ScheduleD/OtherExpensesNotIncludedAmt07924
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt032834
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0290410
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0323244
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt061330
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt116273
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CHAPTER DUES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED VACATION AND PAYABLES
IRS990ScheduleD/OtherRevenueAmt03088
IRS990ScheduleD/OtherRevenuesNotIncludedAmt07924
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0581254
IRS990ScheduleD/OtherSecuritiesGrp/Desc0EDWARD JONES - MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt011575
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt07924
IRS990ScheduleD/RevenueSubtotalAmt01228013
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, 2021, returns for the tax years 2018, 2019 and 2020 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 3088.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2INVESTMENT MANAGEMENT FEES SHOWN NET OF INVESTMENT INCOME ON AUDIT 7924.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3COST OF MERCHANDISE SOLD 3088.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4INVESTMENT MANAGEMENT FEES SHOWN NET OF INVESTMENT INCOME ON AUDIT 7924.
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/TotalBookValueLandBuildingsAmt0716207
IRS990ScheduleD/TotalBookValueSecuritiesAmt0581254
IRS990ScheduleD/TotalExpensesPerForm990Amt01080760
IRS990ScheduleD/TotalLiabilityAmt077603
IRS990ScheduleD/TotalRevenuePerForm990Amt01235937
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01239588
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01075924
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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE EXECUTIVE DIRECTOR'S COMPENSATION PACKAGE IS APPROVED BY THE ORGANIZATION'S BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MARC POULIN - 70 VALLEY VIEW CIR, BARRE, VT 05641. KEITH BOWMAN - 1020 RED RD., HARRISBURG, PA 17110. JIM FARISS - 19365 SOARING WING CT, COLORADO SPRINGS, CO 80908. ASHLEY TURNER - 21802 FLANDERS CT, ASHBURN, VA 20147. DOUG GARMAN - 3404 ARCHWAY CT, ARLINGTON, TX 76016. MICHAEL GUTOWSKI - 9120 MAC ARTHUR CT #2-B, DES PLAINES, IL 60016. TORGER BALAND - 1168 120TH ST, ROBERTS, WI 54023. DAVID STOCKER - 9324 LITTLEROCK RD SW, OLYMPIA, WA 98512. DAVID STONEMAN - 23 WOODSWALLOW LN, ALISO VIEJO, CA 92656. LISA WELLER - 17601 MISTY LN, HUNTINGTON BEACH, CA 92649.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BUSINESS TAXES & FILINGS: Program service expenses 0. Management and general expenses 18124. Fundraising expenses 0. Total expenses 18124. CHAPTER & MEMBER SERVICES: Program service expenses 11861. Management and general expenses 0. Fundraising expenses 0. Total expenses 11861. CERTIFICATION EXPENSE: Program service expenses 11638. Management and general expenses 0. Fundraising expenses 0. Total expenses 11638. COMPUTER EQUIPMENT: Program service expenses 0. Management and general expenses 9145. Fundraising expenses 0. Total expenses 9145. OTHER PROFESSIONAL FEES: Program service expenses 981. Management and general expenses 5148. Fundraising expenses 0. Total expenses 6129. FURNITURE, FIXTURES & EQUIPMENT: Program service expenses 0. Management and general expenses 5624. Fundraising expenses 0. Total expenses 5624. OTHER EDUCATIONAL EXPENSES : Program service expenses 21. Management and general expenses 0. Fundraising expenses 0. Total expenses 21. DEFERRED INCOME TAX BENEFIT: Program service expenses 0. Management and general expenses -4964. Fundraising expenses 0. Total expenses -4964.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7NO 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
2021Detailed filing. Detailed filing data is available for this year.$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
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

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)6 • $1M-$5M nonprofits