2024-11-04T12:31:53-06:00 2023-12-31 481243147 CHRISTOPHER J CLAIR CPA PA 6409 GLADSTONE DRIVE SHAWNEE KS 66218 990 2023-01-01 741209958 PIANO TECHNICIANS GUILD INC PIAN 9134329975 4444 FOREST AVE KANSAS CITY KS 66106 BARBARA CASSADAY EXECUTIVE DIRECTOR 9134329975 2024-11-04 1 0 CHRISTOPHER J CLAIR P00218187 9132442521 2024-10-30 2023 2024-10-15 13:58:12Z BARBARA CASSADAY 4444 FOREST AVE KANSAS CITY KS 66106 1473567 0 X www.ptg.org X 1958 KS TRADE ASSOCIATION OF PIANO TECHNICIANS 10 10 8 150 109844 0 2084 2265 1250493 1418718 17289 38193 7632 9303 1277498 1468479 0 0 0 0 443818 506431 0 0 0 807097 909162 1250915 1415593 26583 52886 3397715 3501910 680275 686150 2717440 2815760 X 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. 0 0 JOURNAL EXPENSE - PUBLICATION OF A MONTHLY MAGAZINE TO PROVIDE CURRENT TECHNICAL INFORMATION AND INFORMATION ABOUT GUILD ACTIVITIES TO MEMBERS CONVENTION EXPENSE - ANNUAL CONVENTION WHICH COMBINES THE ANNUAL BUSINESS MEETING WITH A TRADE SHOW AND NUMEROUS CONTINUING EDUCATION SEMINARS. COMMITTEE EXPENSE - TRAVEL, LODGING AND SUPPORT FOR THE VARIOUS COMMITTEES WHICH RUN THE ASSOCIATION AND PROVIDE INFORMATION TO ITS MEMBERS PROVIDE EDUCATIONAL AND CONSUMER LITERATURE FOR THE CONVENIENCE OF THE MEMBERS; PUT ON EDUCATIONAL SEMINARS; PROVIDE CERTIFICATION TO MEMBERS 0 0 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 34 0 8 1 1 1 0 0 0 0 0 0 0 X 10 10 0 0 0 0 1 1 0 1 1 0 1 1 0 0 0 1 1 0 0 X BARBARA CASSADAY 9134329975 4444 FOREST AVE KANSAS CITY KS 66106 NORMAN CANTRELL PRESIDENT 2.00 X X 0 0 0 GINA BONFIETTI REGIONAL VICE PRESIDENT 2.00 X X 0 0 0 DAVID STONEMAN VICE PRESIDENT 2.00 X X 0 0 0 ASHLEY TURNER REGIONAL VICE PRESIDENT 2.00 X X 0 0 0 RICKI KLOS SECRETARY-TREASURER 2.00 X X 0 0 0 DOUGLAS SNOOK REGIONAL VICE PRESIDENT 2.00 X X 0 0 0 TORGER BALAND REGIONAL VICE PRESIDENT 2.00 X X 0 0 0 BARBARA J CASSADAY EXECUTIVE DIRECTOR 40.00 X 147093 0 27446 AARON HEPPLER REGIONAL VICE PRESIDENT 2.00 X X 0 0 0 MARIA POLLOCK REGIONAL VICE PRESIDENT 2.00 X X 0 0 0 LISA WELLER REGIONAL VICE PRESIDENT 2.00 X X 0 0 0 147093 0 27446 1 0 1 0 0 2265 2265 MEMBERSHIP DUES 611710 937737 937737 ANNUAL CONVENTION & TR 611710 271019 271019 JOURNAL - MONTHLY MAGA 513190 109242 5079 104163 EDUCATIONAL LITERATURE 611710 36969 36969 SEMINAR FEES 611710 36018 36018 27733 27733 1418718 28785 28785 2287 10000 2879 0 -592 10000 9408 9408 5465 2209 3256 3256 MISCELLANEOUS INCOME 611710 6047 3622 2425 6047 1468479 1318177 109844 38193 X 174539 1745 172794 258168 64605 193563 42582 10949 31633 31142 5148 25994 4365 4365 14218 14218 22456 22456 5743 5743 13061 13061 45281 45281 71110 71110 245844 245844 44856 44856 37519 37519 JOURNAL - MONTHLY MAGAZ 173153 173153 BOARD AND COMMITTEE EXP 50709 50709 BANK FEES/CREDIT CARD C 39458 39458 EDUCATIONAL AND CONSUME 31741 31741 109648 61802 47846 1415593 594987 820606 0 976433 986299 947844 991523 25513 46891 61741 52106 79814 77149 1409165 675067 742518 734098 491331 548206 72521 65638 3397715 3501910 586452 600130 93823 86020 680275 686150 X 2717440 2815760 2717440 2815760 3397715 3501910 52886 45434 0 X X 0 1 X 1 0 0 1 0 260000 260000 717659 321528 396131 98752 46967 51785 316546 290364 26182 734098 EDWARD JONES - MUTUAL FUNDS 548206 F 548206 CHAPTER DUES PAYABLE 65370 ACCRUED VACATION AND PAYABLES 20650 86020 X 1516122 45434 2209 47643 1468479 0 1468479 1417802 2209 2209 1415593 0 1415593 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, 2023, returns for the tax years 2020, 2021 and 2022 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 2209. Part XII, Line 2d - Other Adjustments: COST OF MERCHANDISE SOLD 2209. X X 0 0 0 BARBARA J CASSADAY EXECUTIVE DIRECTOR 147093 0 0 0 0 0 0 0 27446 0 174539 0 0 0 Part I, Line 3 AN EMPLOYMENT AGREEMENT WAS EXECUTED SEPTEMBER 1, 2022 WITH THE EXECUTIVE DIRECTOR. THE TERM OF THE AGREEMENT IS FOR TWO YEARS ENDING AUGUST 31, 2024. COMPENSATION IS W-2 WAGES AND INCLUDES 100% EMPLOYER PAID HEALTH INSURANCE PREMIUMS AND RETIREMENT PLAN FUNDING. COMPENSATION IS AUTOMATICALLY INCREASED BY 1.7% ANNUALLY OR AN AMOUNT EQUAL TO COLA, WHICHEVER IS HIGHER. 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 AND THE TWO PARTIES HAVE AN EXECUTED EMPLOYMENT CONTRACT IN PLACE. Form 990, Part VI, Section C, line 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. Form 990, Part IX, line 11g PLACEMENT FEES AND TEMPORARY LABOR: Program service expenses 0. Management and general expenses 22456. Fundraising expenses 0. Total expenses 22456. Form 990, Part IX, line 24e OTHER EDUCATIONAL EXPENSES: Program service expenses 23208. Management and general expenses 0. Fundraising expenses 0. Total expenses 23208. CHAPTER & MEMBER SERVICES: Program service expenses 22012. Management and general expenses 0. Fundraising expenses 0. Total expenses 22012. BUSINESS TAXES & FILINGS: Program service expenses 0. Management and general expenses 18754. Fundraising expenses 0. Total expenses 18754. CERTIFICATION EXPENSE: Program service expenses 15387. Management and general expenses 0. Fundraising expenses 0. Total expenses 15387. NON ORG EXP - IAPBT: Program service expenses 0. Management and general expenses 9617. Fundraising expenses 0. Total expenses 9617. FURNITURE, FIXTURES & EQUIPMENT: Program service expenses 0. Management and general expenses 9149. Fundraising expenses 0. Total expenses 9149. COMPUTER EQUIPMENT: Program service expenses 0. Management and general expenses 7971. Fundraising expenses 0. Total expenses 7971. STAFF KNOWLEDGE & FEES: Program service expenses 1195. Management and general expenses 6275. Fundraising expenses 0. Total expenses 7470. MISCELLANEOUS: Program service expenses 0. Management and general expenses 1272. Fundraising expenses 0. Total expenses 1272. DEFERRED INCOME TAX BENEFIT: Program service expenses 0. Management and general expenses -5192. Fundraising expenses 0. Total expenses -5192. 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.