2023-05-12T13:23:11-05:00 2022-12-31 362787513 CTM CPAS & BUSINESS ADVISORS ONE OVERLOOK POINT SUITE 190 LINCOLNSHIRE IL 60069 990 2022-01-01 852587923 COALITION TO PREVENT THE TAXATION OF RETIREMENT SAVINGS INC COAL 3125401000 400 EAST RANDOLPH ST 2305 CHICAGO IL 60601 ED GRAZIANO PRESIDENT 3125401000 2023-05-12 1 ED GRAZIANO 999009999 0 STEVEN EDELHEIT CPA CVA P00162168 8474441040 2023-05-12 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ED GRAZIANO 400 E RANDOLPH ST 2305 CHICAGO IL 60601 0 0 X N/A X 2020 DE SEE SCHEDULE O.COALITION TO PREVENT THE TAXING OF RETIREMENT SAVINGS, INC. IS A BUSINESS LEAGUE WHOSE PRIMARY PURPOSE IS TO PROMOTE THE COMMON BUSINESS INTERESTS OF ITS MEMBERSHIP AND WORK TO IMPROVE THE BUSINESS CONDITIONS OF THE FINANCIAL SERVICES INDUSTRY. THE COALITION TO PREVENT THE TAXING OF RETIREMENT SAVINGS, INC. ACCOMPLISHES THIS MISSION THROUGH THREE ACTIVITIES:1.) LOBBYING/GOVERNMENT AFFAIRS ACTIVITIES2.) MEMBERSHIP ACTIVITIES3.) ADMINISTRATIVE ACTIVITIES AND ADDITIONAL DETAILS 12 12 0 0 0 0 0 0 410000 0 0 0 0 0 410000 0 0 0 0 0 0 0 0 0 0 176292 98530 176292 98530 233708 -98530 296655 198125 0 0 296655 198125 A BUSINESS LEAGUE DEDICATED TO PROMOTE THE BUSINESS INTEREST OF ITS MEMBERSHIP AND WORK TO IMPROVE THE BUSINESS CONDITIONS OF THE FINANCIAL SERVICES INDUSTRY BY ADVOCATING AGAINST THE PASSAGE OF LEGISLATION THAT IS DETRIMENTAL TO THE INDUSTRY. 0 0 38605 LOBBYING/GOVERNMENT AFFAIRS ACTIVITIES - 50% OF ACTIVITIES COALITION TO PREVENT THE TAXATION OF RETIREMENT SAVINGS, INC. WORKS TO IMPROVE THE BUSINESS CONDITIONS OF THE FINANCIAL SERVICES INDUSTRY BY ADVOCATING AGAINST ANY FEDERAL OR STATE PROPOSED LEGISLATION THAT IMPOSES A TAX ON HIGH-QUANTITY PROCESSORS OF FINANCIAL TRANSACTIONS. COALITION TO PREVENT THE TAXATION OF RETIREMENT SAVINGS, INC.'S POSITION IS THAT SUCH A TAX WOULD HURT THE TENS OF MILLIONS OF AMERICANS WHO INVEST IN FINANCIAL MARKETS TO SAVE FOR RETIREMENT AND FUND THEIR CHILDREN'S EDUCATION. MEMBERS OF APPIICANT ARE COMMITTED TO ENURING THAT THOSE SAVERS CONTINUE TO HAVE ACCESS TO THE LOWEST COST AND MOST EFFICIENT MARKETS IN THE WORLD. 38604 B. MEMBERSHIP ACTIVITIES - 50% OF ACTIVITIESTHIS EFFORT REQUIRES SUSTAINED INVOLVEMENT AND COLLABORATION BY VARIOUS PARTICIPANTS OF THE FINANCIAL SERVICES INDUSTRY, INCLUDING MAJOR U.S. STOCK EXCHANGES, FINANCIAL SERVICES COMPANIES, INVESTMENT BANKS, AND OTHER STAKEHOLDER COMPANIES. AS SUCH, COALITION TO PREVENT THE TAXATION OF RETIREMENT SAVINGS, INC. IS A MEMBERSHIP ORGANIZATION. ALL MEMBERS ARE NOTIFIED ABOUT INDUSTRY DEVELOPMENTS AND OTHER IMPORTANT NEWS ON THE LEGISLATIVE AND REGULATORY FRONTS THROUGH PRESS RELEASES AND OTHER CORRESPONDENCE. 77209 0 0 0 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 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 12 12 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X COALITION TO PREVENT THE TAXING OF RETIREMENT SAVINGS INC 3125401000 400 E RANDOLPH ST 2305 CHICAGO IL 60601 X ED GRAZIANO PRESIDENT 1.00 X X 0 0 0 LINDA WHITLOCK-GRAZIANO TREASURER AND SECRETARY 1.00 X X 0 0 0 TAL COHEN DIRECTOR 1.00 X 0 0 0 ANDERS FRANZON DIRECTOR 1.00 X 0 0 0 LITA FRAZIER-BRANNAN DIRECTOR 1.00 X 0 0 0 CRAIG MESSINGER DIRECTOR 1.00 X 0 0 0 STEPHEN BERGER DIRECTOR 1.00 X 0 0 0 BILL RUVO DIRECTOR 1.00 X 0 0 0 GEORGE WOLF DIRECTOR 1.00 X 0 0 0 JB MACKENZIE DIRECTOR 1.00 X 0 0 0 CHRIS UZPEN DIRECTOR 1.00 X 0 0 0 HOPE JARKOWSKI DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9000 9000 10728 10728 2250 2250 22500 22500 54052 43981 10071 98530 77209 21321 0 286655 198125 10000 296655 198125 0 0 X 0 0 0 0 296655 198125 296655 198125 296655 198125 -98530 0 X 0 0 0 0 0 0 77209 77209 77209 -77209 FORM 990, PART VI, SECTION A, LINE 2 ED GRAZIANO, PRESIDEN,T IS MARRIED TO LINDA WHITLOCK-GRAZIANO THE TREASURER AND SECRETARY. FORM 990, PART VI, SECTION A, LINE 6 COALITION TO PREVENT THE TAXATION OF RETREMENT SAVINGS, INC. HAS ONE CLASS OF VOTING MEMBERS, WHICH IS OPEN TO ANY ORGANIZATION THAT IS RELATED TO THE FINANCIAL SERVICES INDUSTRY AND SUPPORTS THE MISSION OF THE COALITION TO PREVENT THE TAXATION OF RETREMENT SAVINGS, INC. FORM 990, PART VI, SECTION A, LINE 7A AS SET FORTH IN ARTICLE II OF THE BYLAWS OF COALITION TO PREVENT THE TAXATION OF RETREMENT SAVINGS, INC., THE ORGANIZATION WILL HAVE VOTING MEMBERS. THE CLASS IS MEMBERSHIP IS OPEN TO ANY ORGANIZATION RELATED TO THE FINANCIAL SERVICES INDUSTRY THAT IS INTERESTED IN SUPPORTING THE MISSION OF COALITION TO PREVENT THE TAXATION OF RETREMENT SAVINGS, INC. EACH MEMBER HAS THE RIGHT TO APPOINT ONE INDIVIDUAL TO SERVE AS A DIRECTOR. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW: THE FORM 990 PREPARED BY AN OUTSIDE CPA FIRM IS REVIEWED INTERNALLY BY THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 12C ANY QUESTIONABLE PRACTICES OR SITUATIONS ARE TO BE REPORTED TO ANY OF THE CO-DIRECTORS IMMEDIATELY. THE POLICY STATES VARIOUS POTENTIAL PROBLEMS AND THE ACCEPTABLE REPORTING METHODS. FORM 990, PART VI, SECTION C, LINE 19 OTHER THAN WHAT IS AVAILABLE FROM THE IRS, GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICIES AND OTHER POLICIES ARE AVAILABLE BY WRITTEN REQUEST ADDRESSED TO THE PRESIDENT OF THE COMPANY AT THE BUSINESS ADDRESS. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC ED GRAZIANO - 400 E. RANDOLPH SUITE 2305, CHICAGO, IL 60601. LINDA WHITLOCK-GRAZIANO - 400 E. RANDOLPH SUITE 2305, CHICAGO, IL 60601. TAL COHEN - 400 E. RANDOLPH SUITE 2305, CHICAGO, IL 60601. ANDERS FRANZON - 400 E. RANDOLPH SUITE 2305, CHICAGO, IL 60601. LITA FRAZIER-BRANNAN - 400 E. RANDOLPH SUITE 2305, CHICAGO, IL 60601. CRAIG MESSINGER - 400 E. RANDOLPH SUITE 2305, CHICAGO, IL 60601. STEPHEN BERGER - 400 E. RANDOLPH SUITE 2305, CHICAGO, IL 60601. BILL RUVO - 400 E. RANDOLPH SUITE 2305, CHICAGO, IL 60601. GEORGE WOLF - 400 E. RANDOLPH SUITE 2305, CHICAGO, IL 60601. J.B MACKENZIE - 400 E. RANDOLPH SUITE 2305, CHICAGO, IL 60601. CHRIS UZPEN - 400 E. RANDOLPH SUITE 2305, CHICAGO, IL 60601. HOPE JARKOWSKI - 400 E. RANDOLPH SUITE 2305, CHICAGO, IL 60601. FORM 990, PART IX, LINE 11G ANNUAL REPORT FEE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 71. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 71. COMMUNICATION SERVICES: PROGRAM SERVICE EXPENSES 43,981. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 43,981. BAD DEBT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,000.