Form 990 for tax year 2023
Filed by GREATER WASHINGTON BOARD OF TRADE.
Totals
- Total revenue
- $3,694,359
- Total expenses
- $3,670,628
- Contributions and grants received
- $773,900
- Grants paid
- $0
- Program service revenue
- $2,909,830
- Investment income
- $9,796
- Other revenue
- $833
- Total assets, end of year
- $1,365,252
- Total liabilities, end of year
- $1,405,965
- Net assets or fund balances, end of year
- -$40,713
- 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.
-
1f · All other contributions, gifts and grants
$773,900
-
2a · Program service revenue: MEMBERSHIP DUES
total $2,775,655 · related or exempt $2,775,655
-
2b · Program service revenue: PROGRAM PARTICIPATION
total $134,175 · related or exempt $134,175
-
3 · Investment income
total $9,796 · excluded $9,796
-
11a · Other revenue: MISCELLANEOUS
total $833 · excluded $833
-
11e · Other revenue, total
$833
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $515,455
-
7 · Other salaries and wages
total $1,551,296
-
8 · Pension plan contributions
total $49,817
-
9 · Other employee benefits
total $136,379
-
10 · Payroll taxes
total $136,025
-
11c · Fees: accounting
total $30,331
-
11d · Fees: lobbying
total $60,300
-
12 · Advertising and promotion
total $182,725
-
13 · Office expenses
total $50,340
-
14 · Information technology
total $66,853
-
16 · Occupancy
total $390,116
-
17 · Travel
total $8,140
-
19 · Conferences, conventions and meetings
total $356,650
-
20 · Interest
total $7,309
-
22 · Depreciation, depletion and amortization
total $40,973
-
23 · Insurance
total $35,700
-
24a · Other expenses: SUBS., BOOKS & DUES
total $23,117
-
24b · Other expenses: STAFF EXPENSE
total $12,742
-
24c · Other expenses: CREDIT CARD FEES
total $11,603
-
24d · Other expenses: COMMITTEE EXPENSE
total $4,757
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,147,642 · end of year $337,736
-
2 · Savings and temporary cash investments
beginning of year $501,107 · end of year $701,107
-
4 · Accounts receivable
beginning of year $64,557 · end of year $71,105
-
9 · Prepaid expenses and deferred charges
beginning of year $62,708 · end of year $117,320
-
10a · Land, buildings and equipment: cost or other basis
$605,025
-
10b · Land, buildings and equipment: accumulated depreciation
$586,248
-
10c · Land, buildings and equipment, net
beginning of year $56,951 · end of year $18,777
-
15 · Other assets
beginning of year $466,231 · end of year $119,207
-
17 · Accounts payable and accrued expenses
beginning of year $115,507 · end of year $63,396
-
19 · Deferred revenue
beginning of year $1,453,843 · end of year $1,099,717
-
24 · Unsecured notes and loans payable
beginning of year $150,000 · end of year $146,811
-
25 · Other liabilities
beginning of year $641,855 · end of year $96,041
-
27 · Net assets without donor restrictions
beginning of year -$62,009 · end of year -$40,713
Mission and programs · 2023
Mission
THE GREATER WASHINGTON BOARD OF TRADE LEADS THE BUSINESS COMMUNITY IN ADVANCING A VIBRANT REGIONAL ECONOMY.
Activities or mission (Part I)
SEE PART III, LINE 1.
-
PROGRAMS AND EVENTS: THE BOARD OF TRADE HOSTS WEEKLY MEETINGS, CONFERENCES, RECEPTIONS, AND OTHER EVENTS FOR ITS MEMBER ORGANIZATIONS AND OTHER LEADERS IN THE COMMUNITY. THESE ACTIVITIES FACILITATE LEARNING, NETWORKING, AND PROBLEM SOLVING, HELPING PARTICIPANTS TO MEET NEAR-TERM BUSINESS OBJECTIVES AS WELL AS CONTRIBUTE TO THE DEVELOPMENT OF THE REGION.
-
GOVERNMENT RELATIONS: THE BOARD OF TRADE MAINTAINS PRODUCTIVE RELATIONSHIPS WITH POLICYMAKERS THROUGHOUT THE REGION AND ADVOCATES FOR GOVERNMENT ACTION THAT SUPPORTS LONG-TERM, BROAD-BASED ECONOMIC GROWTH.
As filed on the 2023 return.
Listed in Part VII
-
JACK MCDOUGLE
PRESIDENT & CEO
- Total calculated
- $515,455
- From this org
- $479,018
- From related orgs
- $0
- Other
- $36,437
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $414,018
- Bonus
- $65,000
- Other
- $0
- Deferred
- $14,850
- Nontaxable benefits
- $21,587
- Filer's total
- $515,455
-
JERMAINE JOHNSON
CHAIR
- Total calculated
- $0
- Hours/week
- 2.31
-
STEVE PROCTOR
CHAIR ELECT
- Total calculated
- $0
- Hours/week
- 2.31
-
MARTY RODGERS
SECRETARY
- Total calculated
- $0
- Hours/week
- 2.31
-
NORA GARDNER
ASSISTANT SECRETARY
- Total calculated
- $0
- Hours/week
- 2.31
-
CECILIA HODGES
TREASURER
- Total calculated
- $0
- Hours/week
- 2.31
-
EVELYN LEE
ASSISTANT TREASURER
- Total calculated
- $0
- Hours/week
- 2.31
-
JEREMY BLANK
ASSISTANT TREASURER
- Total calculated
- $0
- Hours/week
- 2.31
-
JOHN STALFORT
GENERAL COUNSEL
- Total calculated
- $0
- Hours/week
- 2.31
-
ADAM OSTRACH
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 0.77
-
ANTHONY PIERCE
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 0.77
-
BLUE JENKINS
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 0.77
-
COURTNEY SPAETH
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 0.77
-
DAVID STRAUT
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 0.77
-
DENIS DUNN
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 0.77
-
ELIZABETH LEWIS
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 0.77
-
JOHN DANCY
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 0.77
-
KEITH HENNESEY
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 0.77
-
KENNETH SAMET
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 0.77
-
LAWRENCE DI RITA
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 0.77
-
MICHAEL POLICICCHIO
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 0.77
-
PATRICIA STEIS
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 0.77
-
PAUL STIMERS
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 0.77
-
ROSIE ALLEN-HERRING
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 0.77
-
RUTH WILLIAMS-BRINKLEY
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 0.77
-
SUSAN LACZ
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 0.77
-
TIM GILLIS
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 0.77
-
TYLER ANTHONY
EXECUTIVE COMMITTEE
- Total calculated
- $0
- Hours/week
- 0.77
-
AJAY VINZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
ALEX ORFINGER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
ANDREW FLAGEL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
ANUJ MEHROTRA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
BETH JOHNSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
BRADLEY FLICKINGER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
BRIAN MCVAY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
BRIAN PIENINCK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
BRYAN PYNCHON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
CALEB VULJANIC
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
CARY HATCH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
CATHERINE MELOY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
CHUCK BEAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
CORBY LAWRENCE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
DALE KOPNITSKY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
DARRYLL PINES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
DAVID DACQUINO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
DAVID GREEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
DAVID WHITESTONE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
DERRICK PERKINS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
DIANE HOSKINS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
DIRK HAIRE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
ED GRENIER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
ERNEST JARVIS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
ETHAN SELZER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
EVAN KRAUS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
GREG WALLIG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
IRMA BECERRA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
JACK WHITE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
JAMES CORNELSEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
JAMES GRAUBERGER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
JAY FARRAR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
JOE OCHIPINTI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
JOHN POTTER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
KARMEN RAJAMANI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
KEVIN SMITHSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
KURT NEWMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
LINDA RABBITT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
LORRAINE LAVET
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
LYLES CARR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
MARIO ACOSTA-VELEZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
MELONIE JOHNSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
MICHAEL AKIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
MICHELE BLACKWELL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
MICHELLE DANDENEAU
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
MIKE CARNEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
MISTY ALLEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
MONICA DALWADI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
MONICA SCHMUDE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
NAOMI WOLAK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
PATRICIA MCGUIRE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
RADHA MUTHIAH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
RANDY CLARKE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
RICKY SMITH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
SCOTT FRISCH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
STEPHEN SKINNER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
STEVEN HEGER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
TERRY KENNY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
WK WISEMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
WILLIAM EISIG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.19
-
DANIEL FLORES
VP REGIONAL GOVERNMENT RELATIONS
- Total calculated
- $184,241
- From this org
- $164,487
- From related orgs
- $0
- Other
- $19,754
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $164,487
- Bonus
- $0
- Other
- $0
- Deferred
- $7,650
- Nontaxable benefits
- $12,104
- Filer's total
- $184,241
-
GEORGE LONGWELL
VP OF ENGAGEMENT
- Total calculated
- $231,501
- From this org
- $220,084
- From related orgs
- $0
- Other
- $11,417
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $220,084
- Bonus
- $0
- Other
- $0
- Deferred
- $9,833
- Nontaxable benefits
- $1,584
- Filer's total
- $231,501
-
JESSICA SHEHADI
GENERAL MANAGER
- Total calculated
- $188,554
- From this org
- $174,544
- From related orgs
- $0
- Other
- $14,010
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $174,544
- Bonus
- $0
- Other
- $0
- Deferred
- $8,010
- Nontaxable benefits
- $6,000
- Filer's total
- $188,554
-
KYLE MCCOLGAN
VP REGIONAL GOVERNMENT RELATIONS
- Total calculated
- $158,491
- From this org
- $151,932
- From related orgs
- $0
- Other
- $6,559
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $151,932
- Bonus
- $0
- Other
- $0
- Deferred
- $6,398
- Nontaxable benefits
- $161
- Filer's total
- $158,491
-
ASHLEY BALIS
SVP STRATEGY
- Total calculated
- $135,871
- From this org
- $118,039
- From related orgs
- $0
- Other
- $17,832
- Hours/week
- 37.5
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
- 3 · Compensation committee
- 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
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.
-
GREATER WASHINGTON BOARD OF TRADE FOUNDATION
501(C)(3) · EDUCATIONAL & CHARITABLE PROGRAMS · DC · controlled entity
Directly controlled by GREATER WASHINGTON BOARD OF TRADE
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 24 July 2024
- IRS schema version
- 2023v5.1
- Source object
- 202422069349300012
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