2023-11-14T21:55:30-06:00 2022-12-31 742920819 ATCHLEY & ASSOCIATES LLP 1005 LA POSADA DRIVE AUSTIN TX 78752 990 2022-01-01 740944130 TEXAS ASSOCIATION OF BUSINESS TEXA 5124776721 316 W 12TH ST 200 AUSTIN TX 78701 STEPHANIE MATTHEWS VICE PRESIDENT 5124776721 2023-11-14 1 STEPHANIE MATTHEWS XXX-XX-XXXX 1 RENAE DUNCAN P01257722 5123462086 2023-11-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z STEPHANIE MATTHEWS 316 W 12TH ST 200 AUSTIN TX 78701 6493630 0 X WWW.TXBIZ.ORG X 1922 TX 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. 107 107 14 107 45467 13248 510344 20000 2279371 3216471 397170 18425 71840 354908 3258725 3609804 0 0 0 0 1482090 1510992 0 0 0 1882826 1949717 3364916 3460709 -106191 149095 5111287 7353845 3372675 5773301 1738612 1580544 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. BEST COMPANIES: TAB HOSTED THE BEST COMPANIES GALA, A DINNER EVENT AWARDING COMPANIES ACROSS SEVERAL AREAS IN THE SMALL, MEDIUM, AND LARGE CATEGORIES. COMPANIES ACROSS TEXAS PARTICIPATED. EXECUTED A STUDY AND POLLING ON THE COST DRIVERS OF HEALTHCARE FOR EMPLOYERS AND THEIR EMPLOYEES AND RAISED AWARENESS TO THE COMMUNITY. 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 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 0 0 1 16 0 1 14 1 1 1 0 0 0 1 1 0 0 0 X 107 107 0 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 0 0 X JOELL ADAMS 5124776721 316 W 12TH ST 200 AUSTIN TX 78701 VALENTIN SAUL DIRECTOR AT LARGE 1.00 X 0 0 0 TIPPS MARY TORT REFORM COMMITTEE CHAIR 1.00 X 0 0 0 TOMLIN LINCOLN EXECUTIVE COMMITTEE AT LARGE 1.00 X 0 0 0 TORRISON MELINDA EXECUTIVE COMMITTEE AT LARGE 1.00 X 0 0 0 TURPIN MARK DIRECTOR AT LARGE 1.00 X 0 0 0 WILLIAMS JULIE EXECUTIVE COMMITTEE AT LARGE 1.00 X 0 0 0 VILLARREAL MASSEY VICE CHAIR/TAB FOUNDATION CHAIR 1.00 X X 0 0 0 WALLACE CHRIS EXECUTIVE COMMITTEE AT LARGE 1.00 X 0 0 0 RAYFIELD PENNY CRIMINAL JUSTICE REFORM COMMITTEE CHAIR 1.00 X 0 0 0 WINBORN JASON EXECUTIVE COMMITTEE AT LARGE 1.00 X 0 0 0 WITHROW DAMON DIRECTOR AT LARGE 1.00 X 0 0 0 STUCKEMEYER JOHN EXECUTIVE COMMITTEE AT LARGE 1.00 X 0 0 0 SPAGNOLA GINA DIRECTOR AT LARGE 1.00 X 0 0 0 STEWART DUFF DIRECTOR AT LARGE 1.00 X 0 0 0 POPE CLAY TRANSPORTATION COMMITTEE CHAIR 1.00 X 0 0 0 SIMPSON STEPHANIE DIRECTOR AT LARGE 1.00 X 0 0 0 SCHROEDER TYLER DIRECTOR AT LARGE 1.00 X 0 0 0 SCHREIBER RACHAEL DIRECTOR AT LARGE 1.00 X 0 0 0 SCHMIDT KERI TCCE CHAIR-ELECT 1.00 X X 0 0 0 SALATICH PETER EXECUTIVE COMMITTEE AT LARGE 1.00 X 0 0 0 RUTHERFORD JAY GENERAL COUNSEL 1.00 X X 0 0 0 RODRIGUEZ AJ EDUCATION AND WORKFORCE COMMITTEE CHAIR/PAST CHAIR 1.00 X 0 0 0 RIOS MARIA DIRECTOR AT LARGE 1.00 X 0 0 0 RHODE PATRICK DIRECTOR AT LARGE 1.00 X 0 0 0 REDMAN BECKY IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 MCADEN KATHARINE EXECUTIVE COMMITTEE AT LARGE 1.00 X 0 0 0 KESTER STEVE EXECUTIVE COMMITTEE AT LARGE 1.00 X 0 0 0 PIATT JON CHAIRMAN'S COUNCIL 1.00 X 0 0 0 PETERS DOUG LOCAL CHAMBER DIRECTOR 1.00 X 0 0 0 PEARCE AMBER STATE AFFAIRS COMMITTEE VICE CHAIR 1.00 X 0 0 0 PABLOS ROLANDO INTERNATIONAL TRADE & COMMERCE COMMITTEE CHAIR 1.00 X 0 0 0 O'REILLY MELISSA DIRECTOR AT LARGE 1.00 X 0 0 0 O'NEAL CHARLES LOCAL CHAMBER DIRECTOR 1.00 X 0 0 0 OEFTERING RUDY PAST CHAIR 1.00 X 0 0 0 NORRINGTON ERIC CHAIRMAN'S COUNCIL 1.00 X 0 0 0 NAJJAB DAVID DIRECTOR AT LARGE 1.00 X 0 0 0 MOLINE TONY LOCAL CHAMBER DIRECTOR 1.00 X 0 0 0 MOCK JASON LOCAL CHAMBER DIRECTOR 1.00 X 0 0 0 MENDOZA PAULA SMALL BUSINESS COMMITTEE CHAIR 1.00 X 0 0 0 MCCANDLESS PATI CHAIRMAN'S COUNCIL 1.00 X 0 0 0 STEVES BUDDY DIRECTOR AT LARGE 1.00 X 0 0 0 MATULA KEVIN EXECUTIVE COMMITTEE AT LARGE 1.00 X 0 0 0 MARTINEZ-FAYE JUDY CHAIRMAN'S COUNCIL 1.00 X 0 0 0 MALONE MIKE LOCAL CHAMBER DIRECTOR 1.00 X 0 0 0 MACOMB CHRIS ENERGY AND ENVIRONMENT COMMITTEE CHAIR 1.00 X 0 0 0 LUKE RON HEALTH CARE COMMITTEE CHAIR 1.00 X 0 0 0 LOGIUDICE MARCI DIRECTOR AT LARGE 1.00 X 0 0 0 LLOYD BRIAN DIRECTOR AT LARGE 1.00 X 0 0 0 LEHOTSKY STEVEN LITIGATION COMMITTEE VICE CHAIR 1.00 X 0 0 0 LARY TREY WATER COMMITTEE CHAIR 1.00 X 0 0 0 LANDIN TAYLOR LOCAL CHAMBER DIRECTOR 1.00 X 0 0 0 KING KARI EXECUTIVE COMMITTEE AT LARGE 1.00 X 0 0 0 REED HOLLY TAXATION AND ECONOMIC DEVELOPMENT COMMITTEE CHAIR 1.00 X 0 0 0 KERR BRETT DIRECTOR AT LARGE 1.00 X 0 0 0 WOMBLE BECKI LOCAL CHAMBER DIRECTOR 1.00 X 0 0 0 DANDREA NICK EXECUTIVE COMMITTEE AT LARGE 1.00 X 0 0 0 JORDAN WALT CHAIRMAN'S COUNCIL 1.00 X 0 0 0 JACOBSON ROBYN DIRECTOR AT LARGE 1.00 X 0 0 0 HYTEN KELLY CHAIRMAN'S COUNCIL 1.00 X 0 0 0 HOWARD JARRED DIRECTOR AT LARGE 1.00 X 0 0 0 HORKAN PETER DIRECTOR AT LARGE 1.00 X 0 0 0 HOFF JENNIFER CHAIRMAN'S COUNCIL 1.00 X 0 0 0 HILLEGEIST BRUCE LOCAL CHAMBER DIRECTOR 1.00 X 0 0 0 HESSELL RADONNA EXECUTIVE COMMITTEE AT LARGE 1.00 X 0 0 0 HERMES LISA LOCAL CHAMBER DIRECTOR 1.00 X 0 0 0 HEART AMY DIRECTOR AT LARGE 1.00 X 0 0 0 DONALDSON ERIC CHAIRMAN'S COUNCIL 1.00 X 0 0 0 HEAD LINDA EXECUTIVE COMMITTEE AT LARGE 1.00 X 0 0 0 GIBSON GARY PAST CHAIR 1.00 X 0 0 0 GARCIA OMAR DIRECTOR AT LARGE 1.00 X 0 0 0 FUCHS GARY DIRECTOR AT LARGE 1.00 X 0 0 0 FONTENOT SCOTT CHAIRMANS'S COUNCIL 1.00 X 0 0 0 FLORSHEIM HENRY LOCAL CHAMBER DIRECTOR 1.00 X 0 0 0 FAY NATHAN CHAIRMAN'S COUNCIL 1.00 X 0 0 0 ENGLAND HARDY PAST CHAIR 1.00 X 0 0 0 ENGELHARDT RITCHIE DIRECTOR AT LARGE 1.00 X 0 0 0 EMERICK DAVID CRIMINAL JUSTICE REFORM COMMITTEE VICE CHAIR 1.00 X 0 0 0 GRAHAM BRETT TXBIZ PAC CHAIR/PAST CHAIR 1.00 X 0 0 0 YOUNG DALE PAST CHAIR 1.00 X 0 0 0 EASTMAN KENT DIRECTOR AT LARGE 1.00 X 0 0 0 DINKLER CARLING DIRECTOR AT LARGE 1.00 X 0 0 0 JUNKAS JEFFREY DIRECTOR AT LARGE 1.00 X 0 0 0 KENNEDY CASTLEN DIRECTOR AT LARGE 1.00 X 0 0 0 CRAWFORD TERI DIRECTOR AT LARGE 1.00 X 0 0 0 COFFEY MIKE REGIONAL CHAIR REPRESENTATIVE/REGION 3 1.00 X X 0 0 0 CLARK BRYNNA EXECUTIVE COMMITTEE AT LARGE 1.00 X 0 0 0 CARTWRIGHT BOB PAST CHAIR 1.00 X 0 0 0 BURNS CB EMPLOYMENT RELATIONS COMMITTEE CHAIR 1.00 X 0 0 0 BURNETT WESLEY DIRECTOR AT LARGE 1.00 X 0 0 0 BURDETT JEFF EXECUTIVE COMMITTEE AT LARGE 1.00 X 0 0 0 BRUGNOLI DARLENE CHAIRMAN'S COUNCIL 1.00 X 0 0 0 BONHAM JEFF CHAIRMAN'S COUNCIL 1.00 X 0 0 0 BISOR ROBERT DIRECTOR AT LARGE 1.00 X 0 0 0 BETHEL DON PAST CHAIR 1.00 X 0 0 0 BENAVIDES ROSE TAXATION AND ECONOMIC DEVELOPMENT COMMITTEE VICE C 1.00 X 0 0 0 BARTON YVONNE DIRECTOR AT LARGE 1.00 X 0 0 0 BARELA JON CHAIRMAN'S COUNCIL 1.00 X 0 0 0 BAKER THOMAS DIRECTOR AT LARGE 1.00 X 0 0 0 BAGLEY JASON DIRECTOR AT LARGE 1.00 X 0 0 0 ALDRETE EDDIE SECRETARY/GONVERNANCE COMMITTEE CHAIR 1.00 X X 0 0 0 ALDRETE CRISTINA LOCAL CHAMBER DIRECTOR 1.00 X 0 0 0 AGUILAR CARLOS TRANSPORTATION COMMITTEE VICE CHAIR 1.00 X 0 0 0 RYAN BRINT CHAIR 1.00 1.00 X X 0 0 0 OMEY SAMANTHA STATE AFFAIRS COMMITTEE CHAIR 1.00 1.00 X 0 0 0 NORTON JO BETSY TXBIZ VOTES CHAIR/CHAIRMAN'S COUNCIL 1.00 1.00 X 0 0 0 JONES BILL TREASURER/BUDGET & FINANCE COMMITTEE CHAIR 1.00 1.00 X X 0 0 0 JOINER CAROLINE TECHNOLOGY & INNOVATION COMMITTEE CHAIR 1.00 1.00 X 0 0 0 COX AARON VP CHAMBER RELATIONS (UNTIL 04/22) 40.00 1.00 X 45597 0 1885 HAMER GLENN PRESIDENT/CHIEF EXECUTIVE OFFICER 40.00 2.00 X 300000 0 26325 STEPHANIE MATTHEWS VP 40.00 1.00 X 135500 0 19116 ANDREW SCHEBERLE EXECUTIVE DIRECTOR 32.00 X 101610 0 3020 MEGAN MAURO CHIEF OF STAFF 40.00 X 120500 0 14820 703207 0 65166 4 0 1 0 PRECISION STRATEGIES 420 LEXINGTON AVENUE SUITE 2012 NEW YORK NY 10170 CONSULTING SERVICES 200000 LOROFF ENTERPRISES INC 12228 E CORTEZ DRIVE SCOTTSDALE AZ 85259 ACCOUNTING & COLLECTION SERVICES 125365 SONECON LLC 1730 RHODE ISLAND AVENUE NW SUITE WASHINGTON DC 20036 CONSULTING SERVICES 110000 3 20000 20000 MEMBER DUES 900099 2011774 2011774 OTHER PROGRAM REVENUE 900099 609000 609000 MEMBER SERVICES 900099 423557 411094 12463 CONTRACT REIMBURSEMENTS 900099 75000 75000 PROGRAM PUBLICATIONS 511139 65172 64136 1036 31968 31968 3216471 120951 120951 318900 0 318900 318900 318900 2781300 2883826 -102526 -102526 -102526 OTHER REVENUE 900099 36008 36008 36008 3609804 3207012 45467 337325 633054 624416 46646 102277 104599 30727 27647 299085 17592 5394 7384 412491 58983 168538 54690 85292 43408 OTHER PROGRAM EXPENSE 368378 COMMISSIONS 137392 EQUIPMENT LEASE & MAINT 90780 AUTO & PARKING 45178 96758 3460709 420 0 1162471 1521938 61423 267970 10334 5800 1008484 427354 666423 581130 3210216 2789530 0 2187477 5111287 7353845 35058 115081 1347525 738915 1990092 4919305 3372675 5773301 X 1738612 1580544 0 0 1738612 1580544 5111287 7353845 149095 -307163 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 2011774 347722 347722 905298 -557576 759888 248553 511335 248596 178801 69795 581130 RIGHT-OF-USE ASSETS 2187477 2187477 LINE OF CREDIT 1495038 SBA LOAN 500000 SECURITY DEPOSIT 24800 LEASE LIABILITY 2899467 4919305 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, 2019, AND AFTER ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. X 1 1 X X X 0 0 0 HAMER GLENN PRESIDENT/CHIEF EXECUTIVE OFFICER 282000 0 0 0 18000 0 13125 0 13200 0 326325 0 0 0 STEPHANIE MATTHEWS VP 135500 0 0 0 0 0 5916 0 13200 0 154616 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 299140 CASH