2024-11-12T14:42:22-06:00 2024-06-30 751044330 LANE GORMAN TRUBITT LLC 2626 HOWELL ST SUITE 700 DALLAS TX 75204 990 2023-07-01 750717348 PLANO CHAMBER OF COMMERCE PLAN 9724247547 5400 INDEPENDENCE PARKWAY 200 PLANO TX 75023 KELLE MARSALIS PRESIDENT/CEO 9724247547 2024-11-02 1 1 KEVIN WARNEKE P01294950 2148717500 2023 2024-10-15 13:58:12Z KELLE MARSALIS 5400 INDEPENDENCE PARKWAY 200 PLANO TX 75023 1082479 0 X WWW.PLANOCHAMBER.ORG X 1969 TX PROVIDES RESOURCES TO MAXIMIZE BUSINESS DEVELOPMENT THROUGH ADVOCACY, EDUCATION, INNOVATION, AND COLLABORATION 28 28 12 75 3869 0 771359 760084 301706 279243 33703 39283 52123 3869 1158891 1082479 0 0 0 0 738472 733977 0 0 0 435450 579931 1173922 1313908 -15031 -231429 1856132 1780995 597716 636327 1258416 1144668 X THE PLANO CHAMBER OF COMMERCE IS ORGANIZED TO ADVANCE THE GENERAL WELFARE AND PROSPERITY OF PLANO AND COLLIN COUNTY SO THAT THE BUSINESS COMMUNITY AND ITS CITIZENS SHALL PROSPER. (CONTINUED ON SCHEDULE O)FURTHER, THE CHAMBER STRIVES TO DELIVER THROUGH ITS PROGRAMS AND THROUGH THE EFFORTS OF ITS VOLUNTEERS, A HIGH QUALITY OF LIFE FOR THE CITIZENS OF PLANO AND COLLIN COUNTY. 0 0 THE BEST OF PLANO EVENT IS THE PLANO CHAMBER OF COMMERCE'S ANNUAL TOP BUSINESS AWARD CELEBRATION. THE EVENT HONORS THE CITY'S TOP LEADERS FOR THEIR SERVICE AND DEDICATION TO THEIR BUSINESS AND COMMUNITY. WINNERS OF THE ATHENA AWARD, SMALL BUSINESS OF THE YEAR AWARD, OUTSTANDING CORPORATE CITIZEN, AND THE BUSINESS EXECUTIVE OF THE YEAR AWARD ARE HONORED AT THE EVENT. THE STATE OF SERIES PROGRAMS WERE CREATED TO HIGHLIGHT MAJOR INDUSTRIES AND TOPIC AREAS IMPORTANT IN THE REGION. TOPICS INCLUDE ISSUES SUCH AS EDUCATION, HEALTHCARE, WORKFORCE, AND AI. THE PLANO CHAMBER OF COMMERCE'S WOMEN'S DIVISION PROGRAM WAS CREATED TO EMPOWER WOMEN THROUGH ADVOCACY, EDUCATION, AND NETWORKING. ITS PURPOSE IS TO PROMOTE WOMEN IN BUSINESS THROUGH NETWORKING, EDUCATIONAL LUNCHEONS AND PROFESSIONAL DEVELOPMENT PROGRAMS. IN HARMONY WITH THE CHAMBER'S MISSION, THE PLANO CHAMBER OF COMMERCE STRIVES TO ACT AS ROLE MODELS, EDUCATORS, AND MENTORS TO WOMEN. THE PLANO CHAMBER OF COMMERCE PROVIDES A PLATFORM TO SUPPORT AND ENCOURAGE WOMEN IN BUSINESS AND TO PROVIDE A VOICE WITHIN THE CHAMBER FOR WOMEN'S BUSINESS ISSUES. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 4 0 1 12 1 1 1 0 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JENNIFER RUHMAN FINANCE DIRECTOR 9724247547 5400 INDEPENDENCE PARKWAY STE 200 PLANO TX 75023 DAVID DOWNS CHAIR 0.10 0.00 X X 0 0 0 KRISTEN LOLLAR CHAIR-ELECT 0.10 0.00 X X 0 0 0 AMANDA ROCKOW VICE-CHAIR 0.10 0.00 X X 0 0 0 MICHAEL LAWSON IMMEDIATE PAST CHAIR 0.10 0.00 X X 0 0 0 CRYSTAL CLAYTON SECRETARY 0.10 0.00 X X 0 0 0 RUSSEL DUBREE TREASURER 0.10 0.00 X X 0 0 0 VINCENT ALLEN DIRECTOR 0.10 0.00 X 0 0 0 RUSS BURCH DIRECTOR 0.10 0.00 X 0 0 0 CATHERINE BYWATERS DIRECTOR 0.10 0.00 X 0 0 0 BEN COOGAN DIRECTOR 0.10 0.00 X 0 0 0 SEAN CORRINGTON DIRECTOR 0.10 0.00 X 0 0 0 KELLIE DAVIDSON DIRECTOR 0.10 0.00 X 0 0 0 ANGELA FISHER DIRECTOR 0.10 0.00 X 0 0 0 CHRISTOPHER GARZA DIRECTOR 0.10 0.00 X 0 0 0 PAUL HERNANDEZ DIRECTOR 0.10 0.00 X 0 0 0 MISTY HOYT DIRECTOR 0.10 0.00 X 0 0 0 SAM JOHNSON DIRECTOR (01.24-05.24) 0.10 0.00 X 0 0 0 BOB KEHR DIRECTOR 0.10 0.00 X 0 0 0 LEANNE LIBBY DIRECTOR 0.10 0.00 X 0 0 0 PAUL MYERS DIRECTOR 0.10 0.00 X 0 0 0 GRAHAM PERRY DIRECTOR 0.10 0.00 X 0 0 0 JOLENE RISCH DIRECTOR 0.10 0.00 X 0 0 0 KENDALL ROWDEN DIRECTOR 0.10 0.00 X 0 0 0 KELSEL THOMPSON DIRECTOR 0.10 0.00 X 0 0 0 KELLY TROUY DIRECTOR 0.10 0.00 X 0 0 0 NICK WEANDER DIRECTOR 0.10 0.00 X 0 0 0 PAMELA ZIEGLER-PETTY DIRECTOR 0.10 0.00 X 0 0 0 EMILY ZOOG DIRECTOR 0.10 0.10 X 0 0 0 COLLEEN CAMPBELL DIRECTOR (06.23-12.23) 0.10 0.00 X 0 0 0 KELLE MARSALIS PRESIDENT/CEO 40.00 5.00 X 145407 0 16314 145407 0 16314 1 0 1 0 0 755524 4560 760084 OTHER PROGRAM SERVICES 900099 225039 225039 BEST OF PLANO EVENT 900099 29495 29495 WOMENS DIVISION 900099 24709 24709 279243 39283 39283 400 0 400 400 400 ADVERTISEMENT REVENUE 541800 3469 3469 3469 1082479 279243 3869 39283 156266 480046 9528 39476 48661 23900 6551 13799 3377 51946 24466 31737 24362 3117 EVENTS AND NETWORKING 252979 PUBLIC POLICY & ADVOCAC 48661 PROFESSIONAL DEVELOPMEN 36546 EDUCATION AND DEVELOPME 17367 41123 1313908 26184 65620 704933 462653 71102 78674 4521 10386 400647 257376 132439 143271 806579 945036 110374 75355 1856132 1780995 48662 129586 438353 430943 110701 75798 597716 636327 X 1258416 1144668 1258416 1144668 1856132 1780995 -231429 117681 0 X X 0 1 X 1 0 228622 119747 108875 97903 65295 32608 74122 72334 1788 143271 LEASE LIABILITIES 60441 CAPITAL LEASE OBLIGATION 15357 75798 X 1193609 117681 117681 1075928 6551 6551 1082479 1307357 0 1307357 6551 6551 1313908 PART X, LINE 2: THE CHAMBER IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE, EXCEPT TO THE EXTENT IT HAS UNRELATED BUSINESS INCOME. SHOULD THE CHAMBER ENGAGE IN ACTIVITIES UNRELATED TO THE PURPOSE FOR WHICH IT WAS CREATED, TAXABLE INCOME COULD RESULT. CERTAIN ACTIVITIES OF THE CHAMBER SUCH AS ADVERTISING SALES FOR THE MEMBERSHIP DIRECTORY AND MAP, ROOM RENTALS, AND ONLINE ADVERTISEMENTS ARE SUBJECT TO UNRELATED BUSINESS INCOME TAX. THESE INCOME TAXES ARE IMMATERIAL TO THE FINANCIAL STATEMENTS. GAAP REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE CHAMBER'S FINANCIAL STATEMENTS TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE LIKELY THAN NOT THRESHOLD WOULD BE RECORDED AS A TAX BENEFIT OR EXPENSE IN THE CURRENT YEAR. A RECONCILIATION IS NOT PROVIDED HEREIN, AS THE BEGINNING AND ENDING AMOUNTS OF UNRECOGNIZED BENEFITS ARE ZERO, WITH NO INTERIM ADDITIONS, REDUCTIONS, OR SETTLEMENTS. HOWEVER, THE CONCLUSIONS REGARDING ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WILL BE SUBJECT TO REVIEW AND MAY BE ADJUSTED AT A LATER DATE BASED ON FACTORS INCLUDING, BUT NOT LIMITED TO, ONGOING ANALYSIS OF TAX LAWS, REGULATIONS, AND INTERPRETATIONS THEREOF. THE CHAMBER'S INFORMATIONAL RETURNS FILED IN THE U.S. FEDERAL JURISDICTION ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THE LATER OF THE DUE DATE OR DATE OF FILING. X X X 0 0 0 KELLE MARSALIS PRESIDENT/CEO 125233 0 15974 0 4200 0 4362 0 11952 0 161721 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S TAX RETURN IS PREPARED BY A CPA FIRM WHO FURNISHES A DRAFT OF THE RETURN TO THE COMMITTEE. AFTER THEIR APPROVAL, A FINAL COPY IS FURNISHED TO THE BOARD OF DIRECTORS OF THE PLANO CHAMBER OF COMMERCE. FORM 990, PART VI, SECTION B, LINE 12C AT THE FIRST BOARD MEETING OF THE NEW FISCAL YEAR, EACH MEMBER IS GIVEN A CONFLICT OF INTEREST STATEMENT TO SIGN AND RETURN. FORM 990, PART VI, SECTION B, LINE 15 THE PLANO CHAMBER OF COMMERCE EXECUTIVE COMMITTEE ANNUALLY REVIEWS THE PERFORMANCE OF THE OFFICER FOR POSSIBLE COMPENSATION ADJUSTMENT. INPUT IS SOUGHT FROM ADDITIONAL PERSONS OUTSIDE OF THE EXECUTIVE COMMITTEE FOR ADVICE ON THE HUMAN RESOURCES AND LEGAL ISSUES. COMPARABILITY DATA FOR OTHER LOCAL AREA CHAMBER EXECUTIVES IS ALSO INCORPORATED INTO THE REVIEW PROCESS. FINALLY, A REVISED COMPENSATION AGREEMENT IS DRAFTED AND DISCUSSED WITH THE OFFICER. FORM 990, PART VI, SECTION C, LINE 19 THE PLANO CHAMBER OF COMMERCE KEEPS ALL OF THE DOCUMENTS AT THE ACCOUNTING OFFICE AND THEY ARE MADE AVAILABLE UPON REQUEST. THERE IS ALSO A NOTICE ON THE WEBSITE STATING THAT THE DOCUMENTS ARE AVAILABLE FOR REVIEW UPON REQUEST. FORM 990, PART XII, LINE 2C: COMMITTEE'S OVERSIGHT AND SELECTION PROCESS THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY OF THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THERE WAS NO CHANGE TO THE PROCESS DURING THE YEAR. PLANO WORKS LEADERSHIP FOUNDATION 5400 INDEPENDENCE PKWY STE 200 PLANO TX 75023 872579614 COMMUNITY INVOLVEMENT TX 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 NA