2025-02-03T08:18:17-06:00 2023-12-31 593186310 THOMAS HOWELL FERGUSON PA 2615 CENTENNIAL BLVD SUITE 200 TALLAHASSEE FL 32308 990 2023-01-01 592873802 TAOIST TAI CHI SOCIETY OF THE UNITED STATES OF AMERICA INC TAOI 7277340929 280 LOCKLIE ST DUNEDIN FL 34698 SEAN DENNISON EXECUTIVE DIRECTOR 7277340929 2025-01-31 1 0 STACEY T KOLKA P01371120 8506688100 2023 2025-03-06 01:10:19Z SEAN DENNISON 280 LOCKLIE ST DUNEDIN FL 34698 2448019 0 X USA.TAOIST.ORG X 1985 FL ADVANCE TAOISM AND TAOIST ARTS 9 9 3 2000 -18608 0 83185 1180681 516001 815830 -102017 4642 349050 1006 846219 2002159 0 0 0 0 238565 158476 0 0 18190 1001425 1085688 1239990 1244164 -393771 757995 8404476 8681380 2983399 2336075 5421077 6345305 ADVANCE TAOISM AND TAOIST ARTS 0 0 861026 TAUGHT TAOIST TAI CHI AND RELATED ARTS TO OVER 5,198 MEMBERS AND NON MEMBERS THROUGH TRAINING PROGRAMS AND EXTERNAL CLASSES, INCLUDING WORKSHOPS & LECTURES FOR INSTRUCTORS. 861026 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 32 0 3 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 1 1 1 1 0 1 1 0 1 1 1 0 0 1 1 0 FL X TREASURER 7277340929 280 LOCKLIE ST DUNEDIN FL 34698 VIRGINIA AMOS DIRECTOR 1.00 X 0 0 0 DARCY CARTER DIRECTOR 1.00 X 0 0 0 PAUL RUBIN DIRECTOR 1.00 X 0 0 0 ROBERT VARLEY DIRECTOR 1.00 X 0 0 0 ALLEN PEARCE DIRECTOR 1.00 X 0 0 0 MITCHELL DAVIS DIRECTOR 1.00 X 0 0 0 MARY CHURCHILL DIRECTOR 1.00 X 0 0 0 SEAN DENNISON EXECUTIVE DIRECTOR 40.00 X X 98390 0 0 PEGOTY PACKMAN PRESIDENT 1.00 X X 0 0 0 JANE EDWARDS RECORDING SECRETARY 1.00 X 0 0 0 JEAN SWANTISH TREASURER 1.00 X 0 0 0 98390 0 0 0 0 0 0 0 1180681 1180681 PARTICIPANT DUES 900099 668386 668386 CLASSES AND WORKSHOPS 900099 145194 145194 CULTURAL PROGRAMS 900099 2250 2250 815830 103926 103926 28400 47008 -18608 -18608 -18608 289242 2000 379446 11080 -90204 -9080 -99284 -99284 17104 8326 8778 8778 LEASED ASSET REVENUE 900099 9019 9019 MISCELLANEOUS 900099 1817 1817 10836 2002159 835444 -18608 4642 98391 9839 83632 4920 37028 37028 12473 624 11537 312 10584 529 9790 265 91600 91600 12966 3707 9133 126 2315 2199 116 32933 22727 9501 705 33172 33172 537857 507302 30555 13849 13849 92104 78288 9211 4605 100215 90193 10022 142817 121394 14282 7141 WORKSHOP EXPENSE 15909 14273 1636 EXTERNAL CLASS EXPENSE 5338 5338 EDUCATION & TRAINING 4613 4613 1244164 861026 364948 18190 174916 374062 1991679 2002407 1707 16408 106200 106748 3853161 636922 3314273 3216239 1097520 1358925 1718181 1606591 8404476 8681380 40602 36974 2662195 2166562 280602 132539 2983399 2336075 X 4907268 5807747 513809 537558 5421077 6345305 8404476 8681380 X 757995 141157 25076 X 0 1 X 1 0 X 1351884 123567 54822 83185 1180681 2794139 2877523 1138471 265539 516001 815830 5613364 4229407 1262038 320361 599186 1996511 8407503 0 0 0 8407503 1641 1866 36070 110334 132326 282237 1641 1866 36070 110334 132326 282237 4231048 1263904 356431 709520 2128837 8689740 0.96750 0.98710 0.03250 0.01290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 513809 23749 537558 500000 13809 513809 727119 101526 -28645 300000 500000 506850 220269 727119 438334 1091 67425 506850 0.93000 0.07000 0 0 834097 834097 2775820 428001 2347819 50975 35910 15065 129710 129710 0 62559 43301 19258 3216239 MAINSAIL FENWAY HOTEL LLLP 1133333 RIGHT OF USE ASSETS 54202 LEASE ASSETS 417156 ACCRUED INTEREST 1900 1606591 INTEREST RATE SWAP 76690 LEASE LIABILITY 55849 132539 X 2223726 141157 25076 166233 2057493 -55334 -55334 2002159 1299498 0 1299498 -55334 -55334 1244164 PART X, LINE 2: WITH FEW EXCEPTIONS, THE SOCIETY IS NO LONGER SUBJECT TO EXAMINATIONS BY MAJOR TAX JURISDICTIONS FOR YEARS ENDED DECEMBER 31, 2019 AND PRIOR. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN INTEREST RATE SWAP 25,076. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -8,326. RENTAL EXPENSES -47,008. PART XII, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -47,008. COST OF GOODS SOLD -8,326. FORM 990, PART I, LINE 6 PARTICIPANTS OF THE SOCIETY ARE ALSO VOLUNTEERS. THEY PROVIDE GENERAL MAINTENANCE OF THE VARIOUS CENTERS OF THE SOCIETY, TEACH TAOIST TAI CHI AND OTHER TAOIST ARTS OF HEALTH AND LONGEVITY, AND VOLUNTEER AT CULTURAL AND OTHER PROGRAMS HELD BY THE SOCIETY AS A CHARITABLE ENDEAVOR. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS WILL ELECT THE DIRECTORS AT EACH ANNUAL MEETING OR SPECIAL MEETING AT WHICH AN ELECTION OF DIRECTORS IS REQUIRED. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS RATIFY ALL MAJOR ACTIONS TAKEN BY THE BOARD OF DIRECTORS AT ANNUAL OR SPECIAL MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 AND ACCOMPANYING SCHEDULES ARE PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE RETURN IS REVIEWED BY THE TREASURER AND ALL QUESTIONS OR DISCREPANCIES ARE RESOLVED WITH THE INDEPENDENT ACCOUNTING FIRM. THERE WERE NO CHANGES TO POLICIES AND PROCEDURES IN 2023, SO FULL BOARD REVIEW IS NOT REQUIRED. FORM 990, PART VI, SECTION B, LINE 12C THE SOCIETY CONSIDERS THE EIGHT GUIDING VIRTUES WHICH BOARD MEMEBRS ARE EXPECTED TO FOLLOW THE WRITTEN POLICY WHICH NOT ONLY COVERS CONFLICT OF INTEREST RULES IN A GENERAL MANNER, BUT OTHER POLICIES OF THE SOCIETY. ALL BOARD MEMBERS WORK CLOSELY TOGETHER AND OBSERVE THE KEEPING OF VIRTUES BY OTHER BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE INTERNATIONAL BOARD AND EMPLOYMENT COMMITTEE REVIEW RECOMMENDATIONS PRESENTED BY THE USA BOARD OF DIRECTORS AND APPROVE COMPENSATION LEVELS OF ALL EMPLOYEES OF THE SOCIETY. FORM 990, PART VI, SECTION C, LINE 19 THE EIGHT GUIDING VIRTUES ARE POSTED AT THE VARIOUS CENTERS OF THE SOCIETY. THE ORGANIZATION MAKES ITS THREE MOST CURRENT YEARS OF FORM 990 AND ITS FORM 1023 AVAILABLE UPON REQUEST. NO OTHER DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: CHANGE IN THE INVESTMENT IN SUBSIDIARY INTEREST RATE SWAP 25,076. REGULATION SECTION 1.263(A)-1(F) - DE MINIMIS SAFE HARBOR ELECTION TAXPAYER NAME: TAOIST TAI CHI SOCIETY OF THE UNITED STATES TAXPAYER ADDRESS: 280 LOCKLIE ST., DUNEDIN, FL 34698 TAXPAYER ID NUMBER: 59-2873802 YEAR-END: 12/31/2023 UNDER IRC REGULATION SECTION 1.263(A)-1(F), THE TAXPAYER HEREBY ELECTS TO APPLY THE DE MINIMIS SAFE HARBOR ELECTION.