2024-11-12T11:05:27-06:00 2023-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2023-01-01 391096303 MRA-THE MANAGEMENT ASSOCIATION INC MRA- 2625239090 N19W24350 RIVERWOOD DR WAUKESHA WI 53188 SUSAN FRONK THIEL PRESIDENT AND CEO 2625239090 2024-11-07 1 1 JENNY TARKOWSKI CPA P00634290 6082744020 2024-10-30 2023 2024-10-15 13:58:12Z SUSAN FRONK THIEL N19W24350 RIVERWOOD DR WAUKESHA WI 53188 12904965 0 X WWW.MRANET.ORG X 1967 WI MRA IS A NOT-FOR-PROFIT EMPLOYERS ASSOCIATION WHOSE SOLE GOAL IS TO HELP YOUR BUSINESS SUCCEED. WE PARTNER WITH OVER 3,000 EMPLOYERS AND ARE, IN FACT, THE LARGEST EMPLOYERS ASSOCIATION IN THE MIDWEST. MRA HAS OVER 200 HR AND BUSINESS PROFESSIONALS WHO ARE POISED TO HELP YOU CULTIVATE ENGAGED, PRODUCTIVE EMPLOYEES AND TO CREATE A STRONG ORGANIZATIONAL INFRASTRUCTURE. 20 20 274 22 1125665 0 0 1201686 8816319 10157973 169209 227709 363153 327853 9348681 11915221 0 0 0 0 6001844 6893049 0 0 0 2198541 2486989 8200385 9380038 1148296 2535183 17283580 18385030 15004462 12799626 2279118 5585404 X MRA IS DEDICATED TO EXCEEDING MEMBER EXPECTATIONS AS WE HELP ORGANIZATIONS SOLVE THE CHALLENGES OF A CONSTANTLY CHANGING BUSINESS ENVIRONMENT. WE HELP DEVELOP AN ENGAGED, HIGH PERFORMING WORKFORCE WITH PROGRAMS AND SERVICES FOCUSED ON THE NEEDS OF OUR MEMBERS. HR MEANS BUSINESS AT MRA. 0 0 MRA PROVIDES A VARIETY OF SERVICES TO ITS MEMBERS SUCH AS A 24/7 HOTLINE TO GIVE MEMBERS ACCESS TO KNOWLEDGEABLE HUMAN RESOURCES COUNSELORS; WAGE, SALARY, AND BENEFIT SURVEYS; HUMAN RESOURCE UPDATES FROM LEADERSHIP TRENDS TO EMPLOYMENT LAW; ONLINE TOOLS AND TEMPLATES;DISCOUNTS ON TRAINING PROGRAMS; AND REDUCED PRICING ON SEVERAL PARTNERS PROGRAMS. DURING 2023, MRA HAD APPROXIMATELY 3,700 MEMBERS. MRA ALSO PROVIDES REFERENCE CHECKING AND BACKGROUND INVESTIGATIONS, ORGANIZATIONAL DEVELOPMENT, AFFIRMATIVE ACTION, OUTPLACEMENT SERVICES, ASSESSMENTS, AND SURVEYS. 0 1 0 1 0 0 0 0 0 1 0 0 1 1 0 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 1 1 0 1 69 0 274 1 1 1 0 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 X PAUL BUTLER 2625239090 N19W24350 RIVERWOOD DR WAUKESHA WI 53188 JESSICA MANIVASAGER CHAIRPERSON 1.00 1.00 X X 0 0 0 DIRK MAROSKE VICE-CHAIRPERSON 1.00 X X 0 0 0 JANET SCHULZ TREASURER (BEG 5/2023) 1.00 X X 0 0 0 NEAL GLAESER TREASURER (THRU 4/2023) 1.00 X X 0 0 0 FRED ANDERSON DIRECTOR 1.00 X 0 0 0 PETE HERB DIRECTOR 1.00 X 0 0 0 BILL SOLOMON DIRECTOR 1.00 X 0 0 0 JIM BANOVICH DIRECTOR 1.00 X 0 0 0 ANDREA BURNS DIRECTOR 1.00 X 0 0 0 JEFF CRAWFORD DIRECTOR 1.00 X 0 0 0 JAMES DITTER DIRECTOR 1.00 X 0 0 0 MIKE HAGEMAN DIRECTOR 1.00 X 0 0 0 MARSHA MATHER DIRECTOR 1.00 X 0 0 0 LAWRENCE MOON DIRECTOR 1.00 X 0 0 0 BRIAN OLESEN DIRECTOR 1.00 X 0 0 0 CHERYL SMENT DIRECTOR 1.00 X 0 0 0 RICHARD WHITAKER DIRECTOR 1.00 X 0 0 0 JOE GUERRIERO DIRECTOR 1.00 X 0 0 0 CHRISTINE SPECHT-PALMERT DIRECTOR 1.00 X 0 0 0 JAMES LARSON DIRECTOR 1.00 X 0 0 0 SARAH WAITE DIRECTOR 1.00 X 0 0 0 DAVE ROLSTON PAST CHAIRMAN 1.00 X X 0 0 0 SUSAN FRONK THIEL PRESIDENT AND CEO 25.00 15.00 X 467924 0 38422 WILLIAM BUDZIEN VP, CHIEF FINANCIAL OFFICER 40.00 1.00 X 102229 0 8843 KATY ARCHER CHIEF TECHNOLOGY OFFICER 40.00 X 178871 0 17756 HILARY HAUSER VP, HR CONSULTING SERVICES 40.00 X 173320 0 10064 JAMES MCDEVITT VP OF HUMAN RESOURCES 40.00 X 171998 0 9345 MICHAEL DENISOFF PRESIDENT AND CEO OF ERA 40.00 X 164972 0 1703 KATIE WALKER VP, LEARNING & DEVELOPMENT 2.00 38.00 X 156978 0 7933 1416292 0 94066 37 0 1 0 0 1201686 1201686 MEMBERSHIP DUES 900099 5736828 5736828 AFFIRMATIVE ACTION SERVICES 541610 2876162 2876162 SURVEY SERVICES 541610 506086 343918 162168 OUTPLACEMENT 541610 483640 483640 ORGANIZATIONAL DEVELOPMENT 541610 479857 479857 75400 75400 10157973 187627 187627 1029826 989744 40082 40082 40082 ADMINISTRATIVE INCOME 900099 327853 327853 327853 11915221 9032308 1125665 555562 617418 5162083 331646 168765 613137 44086 16009 172517 60957 282959 420319 2895 726786 67145 2330 515917 66870 DUES AND SUBSCRIPTIONS 69199 BAD DEBT EXPENSE 39000 9380038 1135279 1712101 563646 325880 2322391 2432847 744161 847349 3798632 2396285 1518408 1402347 6362731 7309586 105244 105268 1365625 1178125 3166095 3071527 17283580 18385030 1808641 997656 2418596 2963349 793414 455449 9983811 8383172 15004462 12799626 X 2279118 5585404 2279118 5585404 17283580 18385030 2535183 771103 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 852896 156621 696275 1092436 751351 341085 1853300 1488313 364987 1402347 OPERATING LEASE RIGHT-OF-USE ASSETS 3071527 3071527 DUE TO MRA INSTITUTE OF MANAGEMENT, INC. 3846029 DUE TO MRA SERVICE CORPORATION 1344992 OPERATING LEASE LIABILITIES 3192151 8383172 X X X 0 0 0 SUSAN FRONK THIEL PRESIDENT AND CEO 358934 0 93732 0 15258 0 16313 0 22109 0 506346 0 0 0 KATY ARCHER CHIEF TECHNOLOGY OFFICER 152438 0 26211 0 222 0 9240 0 8516 0 196627 0 0 0 HILARY HAUSER VP, HR CONSULTING SERVICES 149589 0 23520 0 211 0 8717 0 1347 0 183384 0 0 0 JAMES MCDEVITT VP OF HUMAN RESOURCES 157042 0 13443 0 1513 0 8940 0 405 0 181343 0 0 0 MICHAEL DENISOFF PRESIDENT AND CEO OF ERA 164714 0 0 0 258 0 1636 0 67 0 166675 0 0 0 KATIE WALKER VP, LEARNING & DEVELOPMENT 137783 0 18909 0 286 0 7933 0 0 0 164911 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MRA HAS TWO CLASSES OF MEMBERS: REGULAR AND ASSOCIATE MEMBERS. REGULAR MEMBERS OF THE ASSOCIATION SHALL BE EMPLOYERS LOCATED IN THE STATES OF WISCONSIN, ILLINOIS, IOWA, MINNESOTA, MISSOURI, NEBRASKA, NORTH DAKOTA, SOUTH DAKOTA, AND SUCH OTHER STATES AS DETERMINED BY THE BOARD. REGULAR MEMBERS SHALL HAVE ALL RIGHTS AND PRIVILEGES OF MEMBERSHIP, INCLUDING THE RIGHT TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERS. ASSOCIATE MEMBERS OF THE ASSOCIATION SHALL BE EMPLOYERS LOCATED OUTSIDE THE STATES OF WISCONSIN, ILLINOIS, IOWA, MINNESOTA, MISSOURI, NEBRASKA, NORTH DAKOTA, SOUTH DAKOTA, AND SUCH OTHER STATES AS DETERMINED BY THE BOARD. ASSOCIATE MEMBERS SHALL HAVE ALL RIGHTS AND PRIVILEGES OF MEMBERSHIP, INCLUDING THE RIGHT TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERS, EXCEPT THAT THEY SHALL NOT HAVE THE RIGHT TO SERVE AS AN OFFICER OR DIRECTOR. FORM 990, PART VI, SECTION A, LINE 7A MRA'S MEMBERSHIP ELECTS THE MEMBERS OF THE GOVERNING BODY AND ITS OFFICERS. THE NOMINEES FOR DIRECTORS AND OFFICERS FOR A GIVEN YEAR ARE SENT TO THE PRIMARY CONTACT PERSONS AT ALL OF MRA'S MEMBER COMPANIES. FORM 990, PART VI, SECTION A, LINE 7B THE BYLAWS MAY BE AMENDED BY A MAJORITY VOTE OF A QUORUM OF THE BOARD AT ANY REGULAR OR SPECIAL MEETING OR BY A TWO-THIRDS VOTE OF A QUORUM OF THE MEMBERS AT ANY ANNUAL OR SPECIAL MEETING PROVIDED THAT AT LEAST TEN (10) DAYS' WRITTEN NOTICE OF THE PROPOSED AMENDMENT(S) HAS BEEN DELIVERED TO THE DIRECTORS OR MEMBERS, AS APPROPRIATE, PRIOR TO THE MEETING. FORM 990, PART VI, SECTION B, LINE 11B RETURNS ARE REVIEWED BY THE CONTROLLER PRIOR TO SUBMISSION TO THE IRS. IN ADDITION THEY ARE PRESENTED TO THE FULL BOARD OF DIRECTORS AT THE NEXT BOARD OF DIRECTORS MEETING FOLLOWING SUBMITTAL. FORM 990, PART VI, SECTION B, LINE 12C MRA'S DIRECTORS AND OFFICERS SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. THE PRESIDENT REVIEWS THESE STATEMENTS FOR POTENTIAL CONFLICTS OF INTEREST AND THE EXECUTIVE ASSISTANT MAINTAINS A FILE FOR FOLLOW-UP AND RESPONSES. IN CONNECTION WITH ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE CONFLICT OF INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND OFFICERS. AFTER DISCLOSURE OF THE CONFLICT OF INTEREST AND ALL MATERIAL FACTS ARE REVIEWED, THE INTERESTED PERSON SHALL LEAVE THE MEETING OF THE GOVERNING BODY OR COMMITTEE WHILE THE CONFLICT OF INTEREST IS DISCUSSED AND A DECISION IS MADE BY THE REMAINING MEMBERS OF THE GOVERNING BODY OR COMMITTEE. THE DIRECTORS OR OFFICERS CONDUCT PERIODIC REVIEWS TO ENSURE THE ASSOCIATION DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE, WHICH IS COMPRISED OF MEMBERS OF THE GOVERNING BODY, ALONG WITH THE PRESIDENT, ANNUALLY CONDUCTS A REVIEW OF COMPENSATION OF THE ASSOCIATION'S OFFICERS AND EMPLOYEES. THE COMPENSATION COMMITTEE ALSO ANNUALLY CONDUCTS A PERFORMANCE REVIEW OF THE PRESIDENT AND DETERMINES THE PRESIDENT'S COMPENSATION. USING COMPARABLE MARKET DATA, THE COMMITTEE REVIEWS GOALS AND PERFORMANCE ACHIEVEMENT. EVERY FEW YEARS THE COMMITTEE ALSO CONDUCTS A BENEFITS REVIEW USING COMPARABLE MARKET DATA. THE CEO, ANNUALLY CONDUCTS A REVIEW OF COMPENSATION OF THE KEY OFFICERS AND SHARES THAT ANALYSIS WITH THE COMPENSATION COMMITTEE, A SPECIAL COMMITTEE FORMED BY MEMBERS OF THE BOARD OF DIRECTORS. THE CEO CONDUCTS PERFORMANCE REVIEWS WITH EACH KEY OFFICER AND SHARES THE ANNUAL GOALS AND OUTCOMES/RESULTS WITH THE COMPENSATION COMMITTEE ALONG WITH A RECOMMENDATION FOR VARIABLE PAYOUT. THE COMPENSATION COMMITTEE PROVIDES GUIDANCE ON THE PERCENT OF PAYOUT FOR EACH KEY OFFICER BASED ON ACHIEVEMENT OF GOALS. MARKET BENCHMARKING OF THESE ROLES OCCURS APPROXIMATELY EVERY 2-3 YEARS. FORM 990, PART VI, SECTION C, LINE 19 MRA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THESE DOCUMENTS MAY BE INSPECTED AT MRA'S OFFICE DURING NORMAL BUSINESS HOURS. COPIES OF THESE DOCUMENTS MAY ALSO BE OBTAINED FOR A NOMINAL FEE. 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