2025-11-10T11:27:05-06:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 1785 INDIAN WOOD CIRCLE MAUMEE OH 43537 990 2024-07-01 344312210 NATIONAL EXCHANGE CLUB NATI 4195353232 3050 CENTRAL AVE TOLEDO OH 43606 TRACEY EDWARDS CEO 4195353232 2025-11-06 1 0 CAITLIN BAINTER P01985124 4197942000 2025-10-30 2024 2025-03-06 01:10:19Z TRACEY EDWARDS 3050 CENTRAL AVE TOLEDO OH 43606 2252561 0 X WWW.NATIONALEXCHANGECLUB.ORG X 1917 OH EXCHANGE, INSPIRING COMMUNITIES TO BECOME BETTER PLACES TO LIVE. 14 14 10 13765 0 0 1213770 1439260 185539 233655 74534 50544 335477 441575 1809320 2165034 0 0 0 0 625639 630046 0 0 0 1073921 1310591 1699560 1940637 109760 224397 1873300 2175034 436530 456479 1436770 1718555 EXCHANGE, INSPIRING COMMUNITIES TO BECOME BETTER PLACES TO LIVE. 0 0 1553198 587143 EDUCATE, IMPROVE, AND DEVELOP THE CAPABILITIES OF MEMBERS OF THE EXCHANGE CLUB TO BETTER SERVE THEIR COMMUNITIES AND IMPLEMENT THE PROGRAMS OF SERVICE OF THE EXCHANGE CLUB. 157403 ADMINISTRATION OF THE PREVENTION OF CHILD ABUSE PROGRAM. 1710601 0 1 0 1 0 0 0 0 1 1 1 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 1 0 0 0 0 1 0 0 1 14 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X X TRACEY EDWARDS 4195353232 3050 CENTRAL AVE TOLEDO OH 43604 DAVID JOHNSON IMMEDIATE PAST NATIONAL PRESIDENT 10.00 2.00 X X 0 0 0 TONY PARISH REGION 2 VP 6.00 0.00 X 0 0 0 PAUL GREATSINGER REGION 12 VP 6.00 0.00 X 0 0 0 KEN SULLIVAN NATIONAL TREASURER 2.00 2.00 X X 0 0 0 MIKE REICHEK NATIONAL PRESIDENT 10.00 0.00 X X 0 0 0 JOHN BLYTHE REGION 1 VP 2.00 0.00 X 0 0 0 ANNETTE DUNCAN REGION 3 VP 4.00 0.00 X 0 0 0 KEVIN BARKER REGION 5 VP 8.00 0.00 X 0 0 0 JULIE HARMAN REGION 7 VP 6.00 0.00 X 0 0 0 JOE WALSH REGION 9 VP 6.00 0.00 X 0 0 0 FUSSEL HUGHES REGION 10 VP 6.00 0.00 X 0 0 0 KARA WRIGHT REGION 11 VP 6.00 0.00 X 0 0 0 JOE DUDEK NATIONAL PRESIDENT ELECT 6.00 0.00 X X 0 0 0 JUDI HARTMAN REGION 6 VP 6.00 0.00 X 0 0 0 TRACEY EDWARDS CHIEF EXECUTIVE OFFICER 40.00 10.00 X 120753 0 6583 120753 0 6583 1 0 0 0 0 882857 187403 369000 369000 1439260 CONVENTION REVENUE 900099 233655 233655 233655 38592 38592 12736 784 11952 11952 11952 139758 86743 53015 53015 CLUB LIABILITY REVENUE 900099 180514 180514 208046 172974 35072 388560 2165034 587143 0 138631 127735 107297 20438 400727 399621 1106 21322 21322 41411 40999 412 38851 37356 1495 101218 101218 25988 25988 83417 83417 75421 75421 82397 71112 11285 13540 13540 101125 87907 13218 39788 39788 335819 291471 44348 1321 1321 75118 66344 8774 213937 213504 433 TRAINING 88604 88604 AWARDS 43197 43197 OTHER 25620 25620 DUES & SUBSCRIPTIONS 4081 4081 1940637 1710601 230036 0 164405 110562 78139 79468 66561 72117 56374 56209 37219 25395 2108433 1798158 367643 310275 936049 990118 107759 110294 59151 420596 1873300 2175034 169981 210022 183276 172022 48622 47339 34651 27096 436530 456479 X 1436770 1718555 1436770 1718555 1873300 2175034 224397 57388 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 762850 0 71939 71939 762850 761850 1000 93724 93724 762850 759850 2000 98702 98702 761850 758850 1000 -108353 -108353 759850 754850 4000 191680 191680 758850 1.00000 0 1 1 68898 68898 1216557 1079861 136696 306664 303778 2886 516314 414519 101795 310275 FIDELITY US BOND INDEX FUND 110294 F 110294 BOARD JEWELRY 24500 RIGHT-OF-USE ASSETS - OPERATING 27096 ASSET HELD FOR SALE 369000 420596 LEASE LIABILITY - OPERATING 27096 27096 X 2309165 57388 57388 2251777 -86743 -86743 2165034 2027380 86743 86743 1940637 0 1940637 PART V, LINE 4: EARNINGS GENERATED FROM ENDOWMENTS HELD BY THE NATIONAL EXCHANGE CLUB FOUNDATION ARE FOR THE PREVENTION OF CHILD ABUSE, FUNDING SCHOLARSHIP AWARDS, AND GENERAL OPERATING EXPENSES. PART X, LINE 2: NEC IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(4). MANAGEMENT OF NEC IS REQUIRED TO DETERMINE WHETHER A TAX POSITION OF NEC IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT OF NEC IS NOT AWARE OF ANY TAX POSITIONS FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL SIGNIFICANTLY CHANGE IN THE NEXT TWELVE MONTHS. HOWEVER, MANAGEMENT'S CONCLUSIONS MAY BE SUBJECT TO REVIEW AND ADJUSTMENT AT A LATER DATE BASED ON FACTORS INCLUDING, BUT NOT LIMITED TO, NEW TAX LAWS, REGULATIONS, AND ADMINISTRATIVE INTERPRETATIONS (INCLUDING RELEVANT COURT DECISIONS). NEC'S FEDERAL TAX RETURNS FOR THE PRIOR THREE FISCAL YEARS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -86,743. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 86,743. X 1 369000 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERS IN THE NATIONAL EXCHANGE CLUB, OTHER THAN THE GOVERNING BODY MEMBERS, ARE COMPOSED OF: 1. CHARTERED EXCHANGE CLUBS (REPRESENTATION BY THE CLUB PRESIDENT) 2. PAST NATIONAL PRESIDENTS IN GOOD STANDING IN A CLUB IN GOOD STANDING 3. MEMBERS OF THE NATIONAL COMMITTEE ON JURISPRUDENCE AND LAWS 4. DISTRICT PRESIDENTS FORM 990, PART VI, SECTION A, LINE 7A DELEGATE MEMBERS ARE ENTITLED TO VOTE ON THE ELECTION OF OFFICERS AND OTHER MEMBERS OF THE NATIONAL BOARD OF DIRECTORS AT THE ANNUAL CONVENTION. DELEGATE MEMBERS ARE ALSO ENTITLED TO VOTE ON ANY QUESTION SUBMITTED AT ANY CONVENTION, SUCH AS CHANGES TO THE BYLAWS, PROVIDED THE MEMBER IS REGISTERED ON THE ROLES OF THE CONVENTION. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO THE BYLAWS MUST BE APPROVED BY CONVENTION DELEGATES. FORM 990, PART VI, SECTION B, LINE 11B THE NATIONAL BOARD OF DIRECTORS REVIEWS AND APPROVES. FORM 990, PART VI, SECTION B, LINE 12C POLICY IS MONITORED BY THE BOARD AND DISCUSSED ON AN INDIVIDUAL CASE BY CASE BASIS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION AMOUNTS ARE APPROVED BY THE EXECUTIVE COMMITTEE AND BASED UPON COMPARABILITY DATA FROM EMPLOYER ORGANIZATIONS INCLUDING COST OF LIVING ADJUSTMENTS FROM REGIONAL STUDIES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 MOST ARE AVAILABLE ONLINE, PUBLISHED IN THE QUARTERLY MAGAZINE, AND FURNISHED UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS IN WHICH THE COMMITTEE RESPONSIBLE FOR OVERSIGHT OF THE AUDITED FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PRIOR YEAR. THE NATIONAL EXCHANGE CLUB FOUNDATION INC 3050 CENTRAL AVENUE TOLEDO OH 43606 346571404 TO PROVIDE RESOURCES FOR THE NATIONAL EXCHANGE CLUB'S PROGRAMS OH 501(C)(3) LINE 7 N/A 0 0 1 1 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0