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Nonprofiteer
← ILLINOIS RETAIL MERCHANTS ASSOCIATION

Form 990 for tax year 2023

Filed by ILLINOIS RETAIL MERCHANTS ASSOCIATION.

Totals

Total revenue
$2,357,014
Total expenses
$3,594,364
Contributions and grants received
$146,407
Grants paid
$0
Program service revenue
$1,721,615
Investment income
$83,208
Other revenue
$405,784
Total assets, end of year
$4,672,840
Total liabilities, end of year
$1,170,116
Net assets or fund balances, end of year
$3,502,724
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $146,407

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $1,196,078 · related or exempt $1,196,078

  • 2b · Program service revenue: MANAGEMENT FEES

    total $187,492 · related or exempt $187,492

  • 2c · Program service revenue: MEETING REVENUES

    total $164,460 · related or exempt $164,460

  • 2d · Program service revenue: PROGRAM SERVICES

    total $93,750 · related or exempt $93,750

  • 2e · Program service revenue: SERVICE FEES

    total $79,835 · unrelated business $79,835

  • 3 · Investment income

    total $70,832 · excluded $70,832

  • 5 · Royalties

    total $350,000 · related or exempt $350,000

  • 6a · Gross rents

    real property $71,164

  • 6b · Less rental expenses

    real property $37,086

  • 6c · Rental income or loss

    real property $34,078

  • 6d · Net rental income or loss

    total $34,078 · related or exempt $34,078

  • 7a · Gross sales of assets other than inventory

    securities $827,998

  • 7b · Less cost or other basis and sales expenses

    securities $815,622

  • 7c · Gain or loss

    securities $12,376

  • 7d · Net gain or loss

    total $12,376 · excluded $12,376

  • 11a · Other revenue: E4 SOLAR ENERGY COMMIS

    total $13,922 · related or exempt $13,922

  • 11b · Other revenue: CREDIT CARD COMMISSION

    total $7,784 · related or exempt $7,784

  • 11e · Other revenue, total

    $21,706

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $594,027

  • 7 · Other salaries and wages

    total $526,947

  • 8 · Pension plan contributions

    total $108,685

  • 10 · Payroll taxes

    total $47,977

  • 11a · Fees: management

    total $65,193

  • 11b · Fees: legal

    total $38,970

  • 11c · Fees: accounting

    total $31,261

  • 11d · Fees: lobbying

    total $20,000

  • 11g · Fees: other

    total $214,220

  • 12 · Advertising and promotion

    total $142,340

  • 13 · Office expenses

    total $7,751

  • 14 · Information technology

    total $61,884

  • 16 · Occupancy

    total $69,624

  • 17 · Travel

    total $30,274

  • 19 · Conferences, conventions and meetings

    total $111,174

  • 22 · Depreciation, depletion and amortization

    total $7,209

  • 23 · Insurance

    total $173,280

  • 24a · Other expenses: SEC 481(A) ADJUSTMENT

    total $1,262,274

  • 24b · Other expenses: MISCELLANEOUS EXPENSE

    total $30,397

  • 24c · Other expenses: MEMBER SERVICE EXPENSES

    total $19,590

  • 24d · Other expenses: AUTOMOBILE EXPENSE

    total $14,341

  • 24e · All other expenses

    total $16,946

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $155,374 · end of year $21,117

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $146,407

  • 4 · Accounts receivable

    beginning of year $0 · end of year $591,323

  • 7 · Other notes and loans receivable

    end of year $22,500

  • 9 · Prepaid expenses and deferred charges

    beginning of year $11,576 · end of year $1,371

  • 10a · Land, buildings and equipment: cost or other basis

    $320,383

  • 10b · Land, buildings and equipment: accumulated depreciation

    $133,295

  • 10c · Land, buildings and equipment, net

    beginning of year $366,803 · end of year $187,088

  • 11 · Investments: publicly traded securities

    beginning of year $3,587,342 · end of year $3,621,952

  • 12 · Investments: other securities

    beginning of year $327,959 · end of year $0

  • 15 · Other assets

    beginning of year -$21,794 · end of year $81,082

  • 17 · Accounts payable and accrued expenses

    end of year $135,344

  • 25 · Other liabilities

    beginning of year $0 · end of year $1,034,772

  • 27 · Net assets without donor restrictions

    beginning of year $4,427,260 · end of year $3,502,724

Mission and programs · 2023

Mission

TO CONDUCT A COMMERCIAL, INDUSTRIAL, OR TRADE ASSOCIATION FOR THE BENEFIT OF PERSONS ENGAGED IN RETAIL TRADE IN THE STATE OF ILLINOIS.

Activities or mission (Part I)

BUSINESS LEAGUE OF ILLINOIS RETAILERS

  • THE ASSOCIATION CONDUCTED VARIOUS GOVERNMENT RELATIONS ACTIVITIES TO SUPPORT PUBLIC POLICIES ENABLING THE FREE MARKET SYSTEM TO OPERATE EFFICIENTLY AND OPPOSE THOSE THAT HINDER IT. ACTIVITIES CONDUCTED RELATED TO STATE LAWS AND REGULATIONS AFFECTING AREAS SUCH AS BUSINESS LIABILITY, CONSUMER FRAUD, CREDIT AND FINANCE, EDUCATION, ENVIRONMENT AND UTILITIES, FOOD LIQUOR & TOBACCO, HEALTHCARE, LOSS PREVENTION, PERSONNEL, REGULATIONS AND LICENSING, TAXES, AND TRANSPORTATION.

  • THE ASSOCIATION SPONSORED GROUP PURCHASING PROGRAMS FOR MEMBERS THAT PROVIDE FAVORABLE VENDOR PRICING AND SERVICES TO MEMBERS IN SUCH AREAS AS ELECTRICITY AND GAS PURCHASES.

  • THE ASSOCIATION COMMUNICATED ON AN ONGOING BASIS WITH MEMBERS TO KEEP THEM AWARE OF LEGISLATIVE ISSUES. IT PUBLISHED A MONTHLY NEWSLETTER ("RETAIL REGISTER") DURING THE YEAR. IT PUBLISHED A WEEKLY NEWSLETTER, "THIS WEEK IN SPRINGFIELD" DURING THE ILLINOIS LEGISLATIVE SESSION. ITALSO PUBLISHED A MONTHLY NEWSLETTER "121" RELATED TO CHICAGO LEGISLATIVE DEVELOPMENTS. DURING LEGISLATIVE SESSION, IT ALSO CONDUCTED A WEEKLY GOVERNMENT RELATIONS CALL WITH MEMBERS TO DISCUSS LEGISLATIVE AND ADMINISTRATIVE PROPOSALS OF INTEREST TO RETAILERS.

As filed on the 2023 return.

Listed in Part VII

  • ART POTASH

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • ASHLI NELSON

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • BOB JONES III

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • KATIE ANDRIOS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOEL BAISE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHARLENE BRANDT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KEN CASACCIO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN CURLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ALLISON DEROBERTS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARY ANN FRANK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JIM HAVEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TRACEY HESTER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PLATT HILL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SEAN CONNOR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LINDA JOHNSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TIM LEHAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LARRY LEWIS JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • FRANK LOMORO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • EMIL MAHLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MATTHEW NOONAN III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TYLER POWER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • AMANDA PUCK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARTIN SANDOVAL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • C J SCHNAKENBERG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL SHUTLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KEVIN THOMPSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARY FRANCES TRUCCO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT KARR

    PRESIDENT/CEO

    Total calculated
    $449,743
    From this org
    $407,227
    From related orgs
    $0
    Other
    $42,516
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $363,466
    Bonus
    $43,761
    Other
    $0
    Deferred
    $40,379
    Nontaxable benefits
    $2,137
    Filer's total
    $449,743

  • ALEXANDER LAIRD

    VP/GOVERNMENT RELATIONS

    Total calculated
    $208,842
    From this org
    $186,800
    From related orgs
    $0
    Other
    $22,042
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,375
    Bonus
    $39,425
    Other
    $0
    Deferred
    $19,417
    Nontaxable benefits
    $2,625
    Filer's total
    $208,842

  • BRIAN JORDAN

    IL FOOD COUNCIL DIRECTOR

    Total calculated
    $180,734
    From this org
    $164,660
    From related orgs
    $0
    Other
    $16,074
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,074
    Bonus
    $6,586
    Other
    $0
    Deferred
    $16,074
    Nontaxable benefits
    $0
    Filer's total
    $180,734

  • CHAUNCEY RICE

    MANAGER/GOVERNMENT RELATIO

    Total calculated
    $136,208
    From this org
    $129,875
    From related orgs
    $0
    Other
    $6,333
    Hours/week
    40

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Travel for companions
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINE 1A
THE ASSOCIATION PROVIDES TRAVEL FOR ITS PRESIDENT'S SPOUSE TO ATTEND AN ANNUAL INDUSTRY MEETING. THE ASSOCIATION PAYS FOR LUNCH AND GOLF CLUB DUES FOR ITS PRESIDENT.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202403209349321750

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