2025-11-14T09:18:53-06:00 2024-12-31 411489071 SMITH SCHAFER & ASSOCIATES LTD 7500 HIGHWAY 55 SUITE 350 MINNEAPOLIS MN 55427 990 2024-01-01 371558379 MERCHANT ADVISORY GROUP MERC 9529284648 4248 PARK GLEN ROAD MINNEAPOLIS MN 55416 JOHN DRECHNY CEO 9529284648 2025-11-13 1 ADAM KELLERHALS P01568272 9529201455 2025-11-13 2024 2025-03-06 01:10:19Z JOHN DRECHNY 4248 PARK GLEN RD MPLS MN 55416 7164321 0 X WWW.MERCHANTADVISORYGROUP.ORG X 2007 TX DRIVING POSITIVE CHANGE AND INNOVATION IN THE PAYMENTS INDUSTRY THAT SERVES THE MERCHANTS' INTERESTS THROUGH COLLABORATION, EDUCATION AND ADVOCACY. 13 13 24 100 0 0 4943983 4956175 1717562 1964105 195795 244041 0 0 6857340 7164321 0 0 0 0 0 0 0 0 0 6827271 8851789 6827271 8851789 30069 -1687468 8225299 7257390 2761722 3481281 5463577 3776109 DRIVING POSITIVE CHANGE AND INNOVATION IN THE PAYMENTS INDUSTRY THAT SERVES THE MERCHANTS' INTERESTS THROUGH COLLABORATION, EDUCATION AND ADVOCACY. 0 0 788853 865251 ANNUAL CONFERENCE - PURPOSE FOR THE CONFERENCE IS TO EDUCATE MEMBERS AND PROVIDE NETWORKING OPPORTUNITIES. 1023573 594184 MID-YEAR CONFERENCE - PURPOSE FOR THE CONFERENCE IS TO EDUCATE MEMBERS AND PROVIDE NETWORKING OPPORTUNITIES. 1812426 0 1 0 1 0 0 0 0 0 0 0 0 0 0 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 16 0 1 24 1 0 0 0 0 0 0 0 0 X 13 13 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X JOHN FRANCIS 9529287477 4248 PARK GLEN ROAD MINNEAPOLIS MN 55416 JOHN DRECHNY CEO 40.00 X X 729198 0 0 ANN SCHMITT CHAIR 1.00 X X 0 0 0 KATHY HANNA DIRECTOR 1.00 X 0 0 0 RON COLLINS VICE CHAIR 1.00 X X 0 0 0 CHRIS PRIEBE TREASURER 1.00 X X 0 0 0 JOE VASTERLING SECRETARY 1.00 X X 0 0 0 JOHN AGLIALORO DIRECTOR 1.00 X 0 0 0 SCOTT ANDERSON DIRECTOR 1.00 X 0 0 0 KEN GROGAN DIRECTOR 1.00 X 0 0 0 JAMIE HENRY DIRECTOR 1.00 X 0 0 0 PETER JESSIMAN DIRECTOR 1.00 X 0 0 0 MIKE LINDBERG DIRECTOR 1.00 X 0 0 0 ALOK MATHUR DIRECTOR 1.00 X 0 0 0 ERIC VASCERA DIRECTOR 1.00 X 0 0 0 ELIZABETH P PROVENZANO SENIOR VICE PRESIDENT OF PUBLIC AFFAIRS, EVENTS, A 40.00 X 286986 0 16535 BRYAN H PENNY VICE PRESIDENT, OPERATIONS 40.00 X 267937 0 17529 STEVEN S COLE DIRECTOR, TECH ENGAGEMENT 40.00 X 210143 0 18607 KELLY D ANDRUS DIRECTOR, COLLABORATION 40.00 X 197355 0 27845 ANDREA D ROUSE SENIOR DIRECTOR, CONFERENCE AND EVENTS 40.00 X 170392 0 17869 1862011 0 98385 6 0 1 0 THE HARRINGTON COMPANY 4248 GLEN PARK ROAD MINNEAPOLIS MN 55416 CONSULTING 161269 1 4956175 4956175 MEMBERSHIP DUES 900099 1078483 1078483 CONFERENCES 611600 885622 885622 1964105 244041 244041 7164321 1964105 0 244041 45016 238096 80861 427244 136187 154691 1812426 15409 CONSULTING 4084872 INTERNATIONAL ENGAGEMEN 1170072 MEMBER EDUCATION 394231 PEOPLE PROJECTS 71207 221477 8851789 1298368 1204794 6050000 5050000 429602 330000 447329 672596 8225299 7257390 69405 175270 2692317 3306011 2761722 3481281 X 2080354 2457841 3383223 1318268 5463577 3776109 8225299 7257390 -1687468 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 X 7164321 0 7164321 0 7164321 8851789 0 8851789 0 8851789 PART X, LINE 2: THE GROUP IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. AS A RESULT, THE GROUP DOES NOT PAY FEDERAL INCOME TAX, HOWEVER, CERTAIN ACTIVITES NOT DIRECTLY RELATED TO THE GROUP'S TAX EXEMPT PURPOSE, INCLUDING LOBBYING ACTIVITES, ARE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. MANAGEMENT HAS DETERMINED THAT THE GROUP DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS AND ASSOCIATED UNRECOGNIZED BENEFITS THAT MATERIALLY IMPACT THE FINANCIAL STATEMENTS OR RELATED DISCLOSURES. THE GROUP'S FEDERAL INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. X X 0 0 0 JOHN DRECHNY CEO 729198 0 0 0 0 0 0 0 0 0 729198 0 0 0 ELIZABETH P PROVENZANO SENIOR VICE PRESIDENT OF PUBLIC AFFA 242239 0 44747 0 0 0 9747 0 6788 0 303521 0 0 0 BRYAN H PENNY VICE PRESIDENT, OPERATIONS 228785 0 39152 0 0 0 8145 0 9384 0 285466 0 0 0 STEVEN S COLE DIRECTOR, TECH ENGAGEMENT 186927 0 23216 0 0 0 10681 0 7926 0 228750 0 0 0 KELLY D ANDRUS DIRECTOR, COLLABORATION 175090 0 22265 0 0 0 9077 0 18768 0 225200 0 0 0 ANDREA D ROUSE SENIOR DIRECTOR, CONFERENCE AND EVEN 151652 0 18740 0 0 0 8485 0 9384 0 188261 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 MANAGEMENT DUTIES OF THE ORGANIZATION WERE DELEGATED TO THE HARRINGTON COMPANY. THE HARRINGTON COMPANY IS RESPONSIBLE FOR THE DAY TO DAY MANAGEMENT OF THE ORGANIZATION INCLUDING, MEMBER SERVICING, ACCOUNTING, REPORTING ETC. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B SOME DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE MEMBERS E.G. ELECTION OF BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE CEO AND TREASURER ON THE BOARD OF DIRECTORS REVIEW THE RETURN TO ENSURE THAT IT IS ACCURATE BEFORE IT IS SIGNED. SUCH REVIEWS INCLUDES COMPARISON WITH THE ORGANIZATION'S FINANCIALS. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER MUST SIGN THIS DOCUMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD DETERMINED COMPENSATION BASED UPON COMPARABLE POSITIONS IN ASSOCIATION MANAGEMENT. THEY ALSO TAKE INTO CONSIDERATION THE FACT THAT TOP MANAGEMENT ARE INDEPENDENT CONTRACTORS AND THEREFORE RECEIVES NO BENEFITS. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST. FORM 990, PART XII, LINE 2C: PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR