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← COALITION TO PREVENT THE TAXING OF RETIREMENT SAVINGS INC

Form 990 for tax year 2022

Filed by COALITION TO PREVENT THE TAXING OF RETIREMENT SAVINGS INC.

Totals

Total revenue
$0
Total expenses
$98,530
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$198,125
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$198,125
Program services expenses (Part IX)
$77,209
Management and general expenses
$21,321
Fundraising expenses
$0
Program service expenses (Part III)
$77,209

Program services were 78.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Functional expenses

Part IX, the statement of functional expenses.

  • 11a · Fees: management

    total $9,000 · management and general $9,000

  • 11b · Fees: legal

    total $10,728 · program services $10,728

  • 11c · Fees: accounting

    total $2,250 · management and general $2,250

  • 11d · Fees: lobbying

    total $22,500 · program services $22,500

  • 11g · Fees: other

    total $54,052 · program services $43,981 · management and general $10,071

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $286,655 · end of year $198,125

  • 4 · Accounts receivable

    beginning of year $10,000

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $296,655 · end of year $198,125

Mission and programs · 2022

Mission

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.

Activities or mission (Part I)

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

  • 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.

    Expenses $38,605

  • 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.

    Expenses $38,604

As filed on the 2022 return.

Listed in Part VII

  • Ed Graziano

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Linda Whitlock-Graziano

    TREASURER AND SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Tal Cohen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Anders Franzon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lita Frazier-Brannan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Craig Messinger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Stephen Berger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Bill Ruvo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • George Wolf

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jb MacKenzie

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Chris Uzpen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Hope Jarkowski

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
12 May 2023
IRS schema version
2022v5.0
Source object
202331329349305868

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