2025-11-17T16:17:39-06:00 2024-12-31 742920819 ATCHLEY & ASSOCIATES LLP 1005 LA POSADA DRIVE AUSTIN TX 78752 990 2024-01-01 740944130 TEXAS ASSOCIATION OF BUSINESS TEXA 5124776721 316 W 12TH ST 200 AUSTIN TX 78701 GLENN HAMER PRESIDENT/CEO 5124776721 2025-11-17 1 1 RENAE DUNCAN P01257722 5123462086 2025-11-17 2024 2025-03-06 01:10:19Z GLENN HAMER 316 W 12TH ST 200 AUSTIN TX 78701 8619674 0 X WWW.TXBIZ.ORG X 1922 TX AS THE STATE CHAMBER OF COMMERCE, TEXAS ASSOCIATION OF BUSINESS (TAB) IS THE MOST INFLUENTIAL AND DOMINANT VOICE FOR PUBLIC POLICY ISSUES AFFECTING BUSINESS IN TEXAS. THROUGH PROVEN RESULTS-ORIENTED ADVOCACY AND MEMBER SERVICES, TAB DEVELOPS A CLIMATE IN TEXAS WHICH ENABLES MEMBERS AND THEIR EMPLOYEES TO OPERATE EFFICIENTLY AND PROFITABLY, THUS CREATING NEW JOBS. TAB IS PROUD TO BE THE OFFICIAL STATE PARTNER OF THE NATIONAL ASSOCIATION OF MANUFACTURERS. 88 88 15 88 19363 1304 20000 20000 3840022 3811737 212523 135250 399184 395085 4471729 4362072 20779 10675 0 0 1738613 1753824 0 0 0 2712658 2401493 4472050 4165992 -321 196080 5926179 5444042 4449831 3793132 1476348 1650910 X AS THE STATE CHAMBER OF COMMERCE, TAB IS THE MOST INFLUENTIAL AND DOMINANT VOICE FOR PUBLIC POLICY ISSUES AFFECTING BUSINESS IN TEXAS. THROUGH PROVEN RESULTS-ORIENTED ADVOCACY AND MEMBER SERVICES, TAB DEVELOPS A CLIMATE IN TEXAS WHICH ENABLES MEMBERS AND THEIR EMPLOYEES TO OPERATE EFFICIENTLY AND PROFITABLY, THUS CREATING NEW JOBS. TAB IS PROUD TO BE THE OFFICIAL STATE PARTNER OF THE NATIONAL ASSOCIATION OF MANUFACTURERS. 0 0 ANNUAL POLICY CONFERENCE: TAB HOSTED THE ANNUAL POLICY CONFERENCE, A FULL DAY EVENT COVERING POLICY RELATED ISSUES FROM THE BUSINESS PERSPECTIVE. AGENDA TOPICS INCLUDED ECONOMIC DEVELOPMENT, TRANSPORTATION AND INFRASTRUCTURE, SUPPLY CHAIN, WORKFORCE, FEDERAL POLICIES, AND HEALTHCARE. THE TEXAS ASSOCIATION OF BUSINESS (TAB) LED A DELEGATION TRIP TO MEXICO CITY WITH TAB MEMBERS AND KEY TEXAS LEGISLATORS , COINCIDING WITH THE INAUGURATION OF THE NEW MEXICAN PRESIDENTIAL ADMINISTRATION. THE VISIT INCLUDED MEETINGS WITH KEY INDUSTRY LEADERS FOCUSED ON CROSS-BORDER ECONOMIC OPPORTUNITIES AND POLICY COLLABORATION, AS WELL AS PARTICIPATION IN THE NORTH CAPITAL FORUM, FEATURING A TEXAS-FOCUSED ROUNDTABLE. 0 1 0 1 0 0 0 0 0 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 14 0 1 15 1 1 1 0 0 0 1 1 0 0 0 X 88 88 0 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 0 0 X X JOELL CARAPELLESE 5124776721 316 W 12TH ST 200 AUSTIN TX 78701 JONES BILL CHAIR 1.00 X X 0 0 0 NORTON JO BETSY VICE CHAIR 1.00 1.00 X X 0 0 0 EMERICK DAVID TREASURER/BUDGET & FINANCE CHAIR 1.00 1.00 X X 0 0 0 POPE CLAY SECRETARY/GOVERNANCE COMMITTEE CHAIR 1.00 1.00 X X 0 0 0 VILLARREAL MASSEY IMMEDIATE PAST CHAIR 1.00 1.00 X X 0 0 0 SERGIO CONTRERAS REGIONAL CHAIR REPRESENTATIVE/REGION 7 CO-CHAIR 1.00 X X 0 0 0 GUZMAN EVA GENERAL COUNSEL 1.00 X X 0 0 0 BARRALES RUBEN FEDERAL AFFAIRS COMMITTEE CHAIR 1.00 X 0 0 0 OMEY SAMANTHA STATE AFFAIRS COMMITTEE CHAIR 1.00 X 0 0 0 SIMPSON STEPHANIE STATE AFFAIRS COMMITTEE VICE CHAIR 1.00 X 0 0 0 GRAHAM BRETT TXBIZ PAC CHAIR/PAST CHAIR 1.00 X 0 0 0 HARRIS DANA CHAMBER ADVOCACY COMMITTEE CHAIR 1.00 X 0 0 0 LANDIN TAYLOR CHAMBER ADVOCACY COMMITTEE VICE CHAIR 1.00 X 0 0 0 BENAVIDES ROSE ECONOMIC DEVELOPMENT COMMITTEE CHAIR 1.00 X 0 0 0 HRYHORCHUK JOHN EDUCATION & WORKFORCE COMMITTEE CHAIR/PAST CHAIR 1.00 X 0 0 0 MCDONALD SCOTT EMPLOYMENT RELATIONS COMMITTEE CHAIR 1.00 X 0 0 0 MACOMB CHRIS ENERGY & ENVIRONMENT COMMITTEE CHAIR 1.00 X 0 0 0 LUKE RON HEALTH CARE COMMITTEE CHAIR 1.00 1.00 X 0 0 0 LEHOTSKY STEVEN LITIGATION COMMITTEE CHAIR 1.00 X 0 0 0 VALENTIN SAUL SMALL BUSINESS COMMITTEE CHAIR 1.00 X 0 0 0 REED HOLLY TAX COMMITTEE CHAIR 1.00 X 0 0 0 MILLER LINDSEY TAX COMMITTEE VICE CHAIR 1.00 X 0 0 0 JOINER CAROLINE TECHNOLOGY & INNOVATION COMMITTEE CHAIR 1.00 X 0 0 0 MCADEN KATHARINE TAB FOUNDATION CHAIR 1.00 X 0 0 0 TIPPS MARY TORT REFORM COMMITTEE CHAIR 1.00 X 0 0 0 LARY TREY WATER COMMITTEE CHAIR 1.00 X 0 0 0 SAM KELNER REGION 1 CHAIR 1.00 X 0 0 0 COFFEY MIKE REGION 2 CHAIR 1.00 X 0 0 0 ROBINSON MARK REGION 5 CHAIR 1.00 X 0 0 0 MATULA KEVIN REGION 6 CHAIR 1.00 X 0 0 0 BARELA JON CHAIRMAN'S COUNCIL 1.00 X 0 0 0 BONHAM JEFF CHAIRMAN'S COUNCIL 1.00 X 0 0 0 BRUGNOLI DARLENE CHAIRMAN'S COUNCIL 1.00 X 0 0 0 CAMUZ KAAN CHAIRMAN'S COUNCIL 1.00 X 0 0 0 CLARK BRYNNA CHAIRMAN'S COUNCIL 1.00 X 0 0 0 STICK ERICA CHAIRMAN'S COUNCIL 1.00 X 0 0 0 LOPEZ-VERGARA MIGUEL CHAIRMAN'S COUNCIL 1.00 X 0 0 0 DUDENSING JAMIE CHAIRMAN'S COUNCIL 1.00 X 0 0 0 FONTENOT SCOTT CHAIRMAN'S COUNCIL 1.00 X 0 0 0 GARCIA OMAR CHAIRMAN'S COUNCIL 1.00 X 0 0 0 HILL LAMONT CHAIRMAN'S COUNCIL 1.00 X 0 0 0 HOFF JENNIFER CHAIRMAN'S COUNCIL 1.00 X 0 0 0 HORNE ALLEN CHAIRMAN'S COUNCIL 1.00 X 0 0 0 BLOOM JR CHAIRMAN'S COUNCIL 1.00 X 0 0 0 KERR BRETT CHAIRMAN'S COUNCIL 1.00 X 0 0 0 DALTON RYAN CHAIRMAN'S COUNCIL 1.00 X 0 0 0 NEZDA ORR LIBBY CHAIRMAN'S COUNCIL 1.00 X 0 0 0 ONEY JESSICA CHAIRMAN'S COUNCIL 1.00 X 0 0 0 REIF KRISTIN CHAIRMAN'S COUNCIL 1.00 X 0 0 0 SCHELBITZKI CLINT CHAIRMAN'S COUNCIL 1.00 X 0 0 0 POWER MICHAEL CHAIRMAN'S COUNCIL 1.00 X 0 0 0 BREGGS APRIL CHAIRMAN'S COUNCIL 1.00 X 0 0 0 DEWITT CATHY EXECUTIVE COMMITTEE AT LARGE 1.00 X 0 0 0 GLENN ERIC EXECUTIVE COMMITTEE AT LARGE 1.00 X 0 0 0 EARLS RENEE EXECUTIVE COMMITTEE AT LARGE 1.00 X 0 0 0 KESTER STEVE EXECUTIVE COMMITTEE AT LARGE 1.00 X 0 0 0 ZINMEISTER JULIA EXECUTIVE COMMITTEE AT LARGE 1.00 X 0 0 0 TOMLIN LINCOLN EXECUTIVE COMMITTEE AT LARGE 1.00 X 0 0 0 WALLACE CHRIS EXECUTIVE COMMITTEE AT LARGE 1.00 X 0 0 0 WILLIAMS JULIE EXECUTIVE COMMITTEE AT LARGE 1.00 X 0 0 0 ARREOLA AL LOCAL CHAMBER DIRECTOR 1.00 X 0 0 0 PACKER JONATHAN LOCAL CHAMBER DIRECTOR 1.00 X 0 0 0 VILLARREAL ESMY LOCAL CHAMBER DIRECTOR 1.00 X 0 0 0 MONTGOMERY STEVE LOCAL CHAMBER DIRECTOR 1.00 X 0 0 0 MARY FRAZIOR LOCAL DIRECTOR, TCEE CHAIR-ELECT 1.00 X 0 0 0 JASON DECUIR DIRECTOR AT LARGE 1.00 X 0 0 0 ADAMS BRYCE DIRECTOR AT LARGE 1.00 X 0 0 0 ESCOBEDO CHESLEE DIRECTOR AT LARGE 1.00 X 0 0 0 FIGUEROA RICK DIRECTOR AT LARGE 1.00 X 0 0 0 PETROSKY DALE DIRECTOR AT LARGE 1.00 X 0 0 0 JAIME IVAN DIRECTOR AT LARGE 1.00 X 0 0 0 GLUNZ BILLY DIRECTOR AT LARGE 1.00 X 0 0 0 RODRIGUEZ MARC DIRECTOR AT LARGE 1.00 X 0 0 0 STORSETH ANGELA DIRECTOR AT LARGE 1.00 X 0 0 0 CRUZ VELMA DIRECTOR AT LARGE 1.00 X 0 0 0 FUCIK PATRICK DIRECTOR AT LARGE 1.00 X 0 0 0 GIBSON KARI DIRECTOR AT LARGE 1.00 X 0 0 0 GORDAN DEBORAH DIRECTOR AT LARGE 1.00 X 0 0 0 GREGORY GINA DIRECTOR AT LARGE 1.00 X 0 0 0 HALL DARRIN DIRECTOR AT LARGE 1.00 X 0 0 0 HAWKINS JOHN DIRECTOR AT LARGE 1.00 X 0 0 0 KLENK HESTON DIRECTOR AT LARGE 1.00 X 0 0 0 MCCONKEY ASHLEY DIRECTOR AT LARGE 1.00 X 0 0 0 CHRISTY E DIRECTOR AT LARGE 1.00 X 0 0 0 PORSA DR ESMAEIL DIRECTOR AT LARGE 1.00 X 0 0 0 ROMANITA MATTA-BARRERA DIRECTOR AT LARGE 1.00 X 0 0 0 VIAMONTES ELIECER ELI DIRECTOR AT LARGE 1.00 X 0 0 0 OEFTERING RUDY PAST CHAIR 1.00 X 0 0 0 REDMAN BECKY PAST CHAIR 1.00 1.00 X 0 0 0 RODRIGUEZ AJ PAST CHAIR 1.00 X 0 0 0 RUTHERFORD JAY PAST CHAIR 1.00 X 0 0 0 BRINT RYAN PAST CHAIR 1.00 X 0 0 0 GREG HARTMAN BOD EX-OFFICIO 1.00 1.00 X 0 0 0 MAURO MEGAN EXECUTIVE VICE PRESIDENT 40.00 2.00 X 164300 0 18259 SCHEBERLE ANDREW EXECUTIVE DIRECTOR 40.00 X 128244 0 23689 HAMER GLENN PRESIDENT/CHIEF EXECUTIVE OFFICER 40.00 2.00 X 327189 0 38576 MATTHEWS STEPHANIE EXECUTIVE V.P. (UNTIL 08/31/24) 40.00 2.00 X 93232 0 13436 MUZQUIZ JULIA EVENTS 40.00 X 132500 0 16669 845465 0 110629 4 0 1 0 PRECISION STRATEGIES LLC 901 NEW YORK AVE NW SUITE 530 WASHINGTON DC 20001 CONSULTING 140000 1 20000 20000 MEMBERSHIP DUES 900099 2589135 2589135 OTHER PROGRAM REVENUE 900099 507000 507000 MEMBER SERVICES 900099 299689 291442 8247 PROGRAM PUBLICATIONS 513190 269797 269797 CONTRACT REIMBURSEMENTS 900099 135000 135000 11116 11116 3811737 108552 108552 385085 0 385085 385085 385085 4284300 4255488 2114 28812 -2114 26698 -2114 28812 OTHER REVENUE 900099 10000 10000 10000 4362072 3800260 19363 522449 10675 806925 747295 37679 54026 107899 121116 53450 5752 121574 49288 4028 492912 162367 226369 14558 81594 33636 UBIT TAXES 5180 OTHER PROGRAM EXPENSE 728077 EQUIPMENT LEASE & MAINT 139160 COMMISSIONS 107567 54865 4165992 2251792 2272918 361036 33327 11519 123060 895545 480319 498934 415226 845261 543425 336728 1957637 1719358 5926179 5444042 336112 51590 975444 908343 3138275 2833199 4449831 3793132 X 1476348 1650910 1476348 1650910 5926179 5444042 196080 -21518 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 2589135 220633 220633 1165111 -944478 759888 379458 380430 135657 100861 34796 415226 MSILF PRIME PTF INST (MPFXX) 336728 F 336728 RIGHT-OF-USE ASSETS 1719358 1719358 SBA LOAN 475312 SECURITY DEPOSIT 19200 LEASE LIABILITY 2338687 2833199 X PART X, LINE 2: THE ASSOCIATION HAS ADOPTED THE RECOGNITION REQUIREMENTS FOR UNCERTAIN INCOME TAX POSITIONS AS REQUIRED BY GAAP. THE ASSOCIATION HAS ANALYZED THE TAX POSITIONS TAKEN IN ITS FILINGS WITH THE INTERNAL REVENUE SERVICE AND STATE JURISDICTIONS WHERE IT OPERATES AND BELIEVES THAT ITS INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION. THERE ARE CURRENTLY NO INCOME TAX AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ASSOCIATION'S FEDERAL EXEMPT ORGANIZATION RETURNS FOR THE YEARS ENDED DECEMBER 31, 2021, AND AFTER ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. 1 TEXAS VENTURE ALLIANCE 360 NUECES ST UNIT 1303 AUSTIN TX 78701 201554649 501(C)(6) 10000 0 TO FURTHER THE ORGANIZATION'S PURPOSE 0 1 X 1 1 X X X 0 0 0 HAMER GLENN PRESIDENT/CHIEF EXECUTIVE OFFICER 287189 0 40000 0 0 0 16359 0 22217 0 365765 0 0 0 MAURO MEGAN EXECUTIVE VICE PRESIDENT 149300 0 15000 0 0 0 8215 0 10044 0 182559 0 0 0 SCHEBERLE ANDREW EXECUTIVE DIRECTOR 117009 0 11235 0 0 0 6412 0 17277 0 151933 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 ANY INDIVIDUAL, FIRM, CORPORATION, COMPANY, BUSINESS ASSOCIATION OR CHAMBER OF COMMERCE ENGAGED IN BUSINESS OR INDUSTRY SHALL BE ELIGIBLE FOR MEMBERSHIP IN THE ASSOCIATON, PROVIDED THEY COMPLY WITH REQUIREMENTS HEREIN STIPULATED. THOSE MEMBERS WHO PAY APPROPRIATE DUES SHALL BE ELIGIBLE TO VOTE ON ALL ISSUES BEFORE THE ASSOCIATION, SERVE AS A DIRECTOR OF THE ASSOCIATION, AND SERVE IN ANY OFFICIAL CAPACITY IN THE ASSOCIATION TO WHICH THEY MAY BE ELECTED BY THE BOARD OF DIRECTORS, OR APPOINTED BY THE CHAIR OF THE BOARD. THE MEMBERSHIP OF THE ASSOCIATION SHALL CONSIST OF THOSE DESIGNATED INDIVIDUALS AND EXECUTIVES OF MEMBER COMPANIES, BUSINESS ASSOCIATIONS, OR CHAMBERS OF COMMERCE PAYING ANNUAL DUES BASED ON A DUES SCHEDULE WHICH HAS BEEN APPROVED BY THE ASSOCIATION'S BOARD OF DIRECTORS. ONLY MEMBERS AS ABOVE DEFINED SHALL BE ELIGIBLE TO SERVE AS DIRECTORS OR OFFICERS OF THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7A THE GOVERNING BODY IS APPOINTED BY THE BOARD OF DIRECTORS FOR THE TEXAS ASSOCIATION OF BUSINESS. FORM 990, PART VI, SECTION A, LINE 7B SECTION 7.1 DUTIES AND POWERS OF DIRECTORS: THE DUTIES OF THE BOARD OF DIRECTORS ARE (1) TO ESTABLISH INTERIM POLICIES; (2) TO EXERCISE FINAL AUTHORITY ON POLICY INTERPRETATION; (3) TO DIRECT THE AFFAIRS OF THE ASSOCIATION ACCORDING TO THE BYLAWS AND GENERAL INSTRUCTIONS OR INFORMATION GIVEN TO THEM AT REGULAR MEETINGS OF THE ASSOCIATION MEMBERS; (4) TO REQUIRE THAT BYLAW PROVISIONS GOVERNING ORGANIZATION OPERATIONS BE PREPARED. A PROGRESSIVE SCHEDULE OF DUES SHALL BE SUBMITTED TO AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE VICE PRESIDENT OF FINANCE AND PRESIDENT/CEO PRIOR TO FILING. THE FORM 990 IS SENT TO OFFICERS OR OTHER BOARD MEMBERS UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION SENDS OUT THE CONFLICT OF INTEREST POLICY ANNUALLY AND ASKS BOARD MEMBERS TO DISCLOSE ANY CONFLICTS OF INTEREST. BOARD MEMBERS WITH CONFLICTS OF INTEREST ARE ASKED TO EXCUSE THEMSELVES FROM THE BOARD MEETINGS DURING DISCUSSIONS REGARDING THE CONFLICT AND ARE NOT ALLOWED TO VOTE ON THOSE MATTERS. FORM 990, PART VI, SECTION B, LINE 15A OFFICERS REVIEW AND APPROVE THE COMPENSATION OF THE CEO AS DESCRIBED IN THE ORGANIZATION'S BYLAWS. THE SALARY AND OTHER INCENTIVE PLAN IS PREPARED AFTER THE REVIEW IS COMPLETED. FOR ALL OTHER EMPLOYEES, THE PRESIDENT/CEO MAKES A DECISION ON THE COMPENSATION AS DICTATED IN THE ORGANIZATION'S BYLAWS. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. PART XII, LINE 2C THERE WAS NO CHANGE IN THE PROCESS FROM THE PREVIOUS YEAR. TEXAS ASSOCIATION OF BUSINESS & CHAMBER OF COMMERCE FOUNDATION 316 W 12TH STREET NO 200 AUSTIN TX 78701 743021673 TO SUPPORT EDUCATION & ECONOMIC GROWTH IN TEXAS TX 501(C)(3) LINE 7 TEXAS ASSOCIATION OF BUSINESS 0 COMMITTEE TO INFORM VOTERS ON ISSUES & CANDIDATES 316 W 12TH STREET NO 200 AUSTIN TX 78701 742065160 PROVIDE INFORMATION TO TEXAS AND THE PUBLIC TX 501(C)(4) 0 TEXAS ASSOCIATION OF BUSINESS POLITICAL ACTION COMMITTEE 316 W 12TH STREET NO 200 AUSTIN TX 78701 741963660 RAISE FUNDS & SUPPORT CANDIDATES FOR POLITICAL OFFICE TX 527 TEXAS ASSOCIATION OF BUSINESS 0 TEXAS ASSOCIATION OF BUSINESS FEDPAC 316 W 12TH STREET NO 200 AUSTIN TX 78701 300708467 FEDERAL PAC TX 527 TEXAS ASSOCIATION OF BUSINESS 0 TABCC SERVICES CORPORATION 316 W 12TH STREET NO 200 AUSTIN TX 78701 DORMANT TX TEXAS ASSOCIATION OF BUSINESS C 1.00000 1 0 0 0 0 1 0 0 0 0 0 0 1 0 1 1 0 1 0 0 TEXAS ASSOCIATION OF BUSINESS & CHAMBERS OF COMMERCE FOUNDATION Q 289797 CASH