2024-11-14T12:29:19-06:00 2023-12-31 042211907 MILLER WACHMAN LLP 100 CAMBRIDGE STREET 13TH FLOOR BOSTON MA 021142548 990 2023-01-01 042311993 RETAILERS ASSOCIATION OF MASSACHUSETTS INC RETA 6175231900 18 TREMONT STREET 810 BOSTON MA 02108 JON B HURST PRESIDENT 6175231900 2024-11-06 1 0 ANTHONY M DIRUBIO CPA P02179050 6173386800 2024-11-06 2023 2024-10-15 13:58:12Z JON B HURST 18 TREMONT STREET SUITE 810 BOSTON MA 02108 4900051 0 X WWW.RETAILERSMA.ORG X 1964 MA PROMOTING THE INTEREST OF RETAILERS IN MASSACHUSETTS TO THE GENERAL PUBLIC. 29 29 9 0 3274557 24491 0 0 3978647 4265858 216302 172543 409286 461650 4604235 4900051 0 0 0 0 1387679 1590763 0 0 0 2256842 2262876 3644521 3853639 959714 1046412 4610269 5549564 315000 5449 4295269 5544115 TO PROMOTE THE INTERESTS OF MASSACHUSETTS RETAILERS TO THE GENERAL PUBLIC AND PROVIDING EDUCATIONAL AND COST SAVING SERVICES TO MEMBERS. 0 0 PROMOTING THE INTERESTS OF RETAILERS IN MASSACHUSETTS TO THE GENERAL PUBLIC AND PROVIDING EDUCATIONAL AND COST SAVING SERVICES TO MEMBERS. SERVING 3,831 MEMBERS. 0 0 0 1 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 12 0 1 9 1 1 1 0 0 0 0 0 0 0 X 29 29 0 0 0 0 0 1 0 1 1 0 0 1 1 1 0 0 1 1 1 0 X JON B HURST 6175231900 18 TREMONT STREET SUITE 810 BOSTON MA 02108 JEROME MURPHY CHAIRMAN 1.00 X X 0 0 0 RACHEL KAPRIELIAN VICE CHAIRMAN 0.50 X X 0 0 0 ERIN CALVO-BACCI SECRETARY 1.00 X X 0 0 0 WENDY MORTON HUDSON TREASURER 1.00 X X 0 0 0 DIANA O'DONOGHUE DIRECTOR 0.50 X 0 0 0 DENEVAN O'CONNELL DIRECTOR 0.50 X 0 0 0 ED PENTA DIRECTOR 0.50 X 0 0 0 DAVE RATNER DIRECTOR 0.50 X 0 0 0 HAROLD TUBMAN DIRECTOR 0.50 X 0 0 0 GEORGE CAREY DIRECTOR 0.50 X 0 0 0 ERIK HYNES DIRECTOR 0.50 X 0 0 0 CHRIS BUCHANAN DIRECTOR 0.50 X 0 0 0 DAVID VANDERWOUDE DIRECTOR 0.50 X 0 0 0 STEVEN LARRABEE DIRECTOR 0.50 X 0 0 0 CHRISTIANA FISHER DIRECTOR 0.50 X 0 0 0 DENNIS CONLIN DIRECTOR 0.50 X 0 0 0 MATT CHAMPION DIRECTOR 0.50 X 0 0 0 NEIL ABRAMSON DIRECTOR 0.50 X 0 0 0 ROBERT SAQUET DIRECTOR 0.50 X 0 0 0 ALAN LAVINE DIRECTOR 0.50 X 0 0 0 JASON ELLIS DIRECTOR 0.50 X 0 0 0 WILLIAM GABOVITCH DIRECTOR 0.50 X 0 0 0 ERIC MICHELSON DIRECTOR 0.50 X 0 0 0 JUDY HERRELL DIRECTOR 0.50 X 0 0 0 JACKIE LEVINE DIRECTOR 0.50 X 0 0 0 KELLY LANNON DIRECTOR 0.50 X 0 0 0 KAREN HAYES DIRECTOR 0.50 X 0 0 0 GRAHAM LUCE DIRECTOR 0.50 X 0 0 0 SEAN CONNER DIRECTOR 0.50 X 0 0 0 JON B HURST PRESIDENT 40.00 X 429618 0 50539 WILLIAM RENNIE VICE-PRESIDENT 40.00 X 225838 0 54469 RYAN KEARNEY GENERAL COUNSEL 40.00 X 188750 0 26549 JOSEPH BARNES BUSINESS DEVELOPMENT DIREC 40.00 X 135300 0 0 ANDREA SHEA MEMBERSHIP DEVELOPMENT 40.00 X 158405 0 0 1137911 0 131557 5 0 1 0 0 HEALTH INSURANCE COOPERATIVE 524298 2978185 2978185 MEMBERSHIP DUES 900099 948350 948350 W/C COMMISSIONS 524298 296372 296372 MEMBER SERVICE INCOME 900099 42951 42951 4265858 172543 172543 9100 0 9100 9100 9100 ROYALTY INCOME 561000 444558 444558 ADVERTISING 541800 6500 6500 MISCELLANEOUS INCOME 561000 1492 1492 452550 4900051 991301 3274557 634193 760284 614735 41027 95588 79129 15000 2584 42000 62762 71000 82761 157214 39178 15608 4321 6849 RAMHIC COOPERATIVE EXPE 1493005 HOLIDAY SHOP IN MASS CA 175006 PRINTING 30104 DUES AND SUBSCRIPTIONS 27329 38155 3853639 1540780 2166481 42857 32672 194482 190062 8741 4420 3014735 3342835 3156 3156 4610269 5549564 315000 0 5449 315000 5449 X 4295269 5544115 4295269 5544115 4610269 5549564 1046412 202434 0 X 1 X 0 0 0 0 0 0 948350 293317 293317 474175 -180858 132007 127874 4133 62475 62188 287 4420 CERTIFICATE OF DEPOSIT 27057 F MUTUAL FUNDS 3179257 F FIXED INCOME BANK INDEX CD'S 135662 F DEPOSIT SWEEP ACCOUNT 859 F 3342835 INCOME TAX PAYABLE 5449 5449 X PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION AND HAS BEEN RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME UNDER SECTION 501(C)6 OF THE INTERNAL REVENUE CODE (IRC). THE ORGANIZATION ENGAGES IN CERTAIN ACTIVITIES UNRELATED TO THE MISSION OF THE ORGANIZATION FOR WHICH IT IS RESPONSIBLE FOR PAYMENT OF UNRELATED BUSINESS INCOME TAX. THE ORGANIZATION'S POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION THAT IS TAKEN BY THE ORGANIZATION INCLUDING ANY INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION TAKEN WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THERE IS NO SUCH POSITION AS OF DECEMBER 31, 2022 AND ACCORDINGLY, NO LIABILITY HAS BEEN ACCRUED. GENERALLY THE INTERNAL REVENUE SERVICE (IRS) MAY EXAMINE A TAX RETURN FOR THREE YEARS FROM THE DATE IT IS FILED. X 0 0 0 JON B HURST PRESIDENT 429618 0 0 0 0 0 29700 0 20839 0 480157 0 0 0 WILLIAM RENNIE VICE-PRESIDENT 225838 0 0 0 0 0 15341 0 39128 0 280307 0 0 0 RYAN KEARNEY GENERAL COUNSEL 188750 0 0 0 0 0 12721 0 13828 0 215299 0 0 0 ANDREA SHEA MEMBERSHIP DEVELOPMENT 114138 0 0 0 44267 0 0 0 0 0 158405 0 0 0 JON HURST SEE BELOW 296372 COMMISSION INCOME 0 SCHEDULE L PART IV (B) RELATIONSHIP HE IS PRESIDENT OF RETAILERS ASSOCIATION OF MASS., INC (THE ORGANIZATION") AND SERVES ON THE BOARD OF DIRECTORS OF ANOTHER COMPANY THAT PAYS THIS ORGANIZATION COMMISSIONS ON WORKER'S COMPENSATION POLICIES SOLD TO MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS CIRCULATED TO THE BOARD OF DIRECTORS AS A PDF FILE FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15 ALL EMPLOYEE SALARIES ARE DETEREMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.