Form 990 for tax year 2022

Filed by MANUFACTURER & BUSINESS ASSOCIATION.

Totals

Total revenue: $3,112,637
Total expenses: $3,728,607
Contributions and grants received: $0
Grants paid: $0
Program service revenue: $2,960,926
Investment income: -$106,353
Other revenue: $258,064
Total assets, end of year: $13,606,703
Total liabilities, end of year: $2,899,988
Net assets or fund balances, end of year: $10,706,715
Program services expenses (Part IX): not reported
Management and general expenses: not reported
Fundraising expenses: not reported
Program service expenses (Part III): $3,086,706

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.

2a · Program service revenue: ADMINISTRATIVE SERVICES

total $917,153 · unrelated business $917,153
2b · Program service revenue: MEMBERSHIP DUES

total $895,871 · related or exempt $895,871
2c · Program service revenue: TRAINING PROGRAMS AND LEAN OPERAT

total $664,559 · related or exempt $664,559
2d · Program service revenue: ANNUAL MEETING

total $224,785 · related or exempt $224,785
2e · Program service revenue: FACILITIES RENTAL

total $79,963 · related or exempt $79,963
2f · All other program service revenue

total $178,595 · related or exempt $178,595
3 · Investment income

total $306,042 · excluded $306,042
6a · Gross rents

real property $57,600
6b · Less rental expenses

real property $0
6c · Rental income or loss

real property $57,600
6d · Net rental income or loss

total $57,600 · unrelated business $57,600
7a · Gross sales of assets other than inventory

securities $5,318,819 · other assets $1,000
7b · Less cost or other basis and sales expenses

securities $5,732,214 · other assets $0
7c · Gain or loss

securities -$413,395 · other assets $1,000
7d · Net gain or loss

total -$412,395 · related or exempt $1,000 · excluded -$413,395
10a · Gross sales of inventory

$39,325
10b · Cost of goods sold

$0
10c · Net income from sales of inventory

total $39,325 · related or exempt $39,325
11a · Other revenue: OTHER INCOME - MISC

total $126,039 · related or exempt $126,039
11b · Other revenue: EMP REL-HR CONF REVENUE

total $35,100 · related or exempt $35,100
11e · Other revenue, total

$161,139

Functional expenses

Part IX, the statement of functional expenses.

5 · Compensation of officers, directors and key employees

total $565,854
7 · Other salaries and wages

total $1,215,801
8 · Pension plan contributions

total $34,303
9 · Other employee benefits

total $281,474
10 · Payroll taxes

total $136,072
11b · Fees: legal

total $5,313
11c · Fees: accounting

total $58,838
11f · Fees: investment management

total $44,734
11g · Fees: other

total $102,457
12 · Advertising and promotion

total $4,800
13 · Office expenses

total $127,357
16 · Occupancy

total $360,308
17 · Travel

total $8,658
19 · Conferences, conventions and meetings

total $123,909
20 · Interest

total $64,311
22 · Depreciation, depletion and amortization

total $170,728
23 · Insurance

total $35,152
24a · Other expenses: ANNUAL EVENT

total $161,774
24b · Other expenses: TRAINING PROGRAM

total $80,627
24c · Other expenses: COMMUNITY RELATIONS

total $62,587
24d · Other expenses: LEAN OPERATIONS

total $31,570
24e · All other expenses

total $51,980

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $425 · end of year $0
2 · Savings and temporary cash investments

beginning of year $73,945 · end of year $80,348
4 · Accounts receivable

beginning of year $850,842 · end of year $852,747
9 · Prepaid expenses and deferred charges

beginning of year $74,760 · end of year $65,647
10a · Land, buildings and equipment: cost or other basis

$4,772,136
10b · Land, buildings and equipment: accumulated depreciation

$3,594,005
10c · Land, buildings and equipment, net

beginning of year $1,323,310 · end of year $1,178,131
11 · Investments: publicly traded securities

beginning of year $11,236,826 · end of year $10,249,570
13 · Investments: program-related

beginning of year $835,174 · end of year $1,069,840
15 · Other assets

beginning of year $0 · end of year $110,420
17 · Accounts payable and accrued expenses

beginning of year $1,453,359 · end of year $714,464
19 · Deferred revenue

beginning of year $705,125 · end of year $730,446
23 · Secured mortgages and notes payable

beginning of year $220,035 · end of year $144,658
25 · Other liabilities

beginning of year $300,000 · end of year $1,310,420
27 · Net assets without donor restrictions

beginning of year $11,716,763 · end of year $10,706,715

Mission and programs · 2022

Mission

THE ASSOCIATION SUPPORTS ITS 2,197 MEMBERS BY PROVIDING INFORMATION AND SERVICES THAT WILL ASSIST IN THE PURSUIT OF BUSINESS AND COMMUNITY INTERESTS.

EDUCATION AND OTHER PROGRAMSTHE ASSOCIATION DEVELOPS AND PROVIDES INSTRUCTION TO ITS 2,197MEMBERS ON A VARIETY OF SUBJECTS CONCERNING PROFESSIONALINTERESTS, DEVELOPMENT AND TECHNICAL TRAINING. APPROXIMATELY 3,482INDIVIDUALS RECEIVED TRAINING DURING THE YEAR ENDED MARCH 31,2023. THE ASSOCIATION ALSO PROVIDES THE NECESSARY FACILITIES FORMEMBERS TO HOLD THEIR OWN TRAINING AND PROFESSIONAL DEVELOPMENTACTIVITIES.

Expenses $1,285,235
MEMBER SERVICESTHE ASSOCIATION SPONSORS A MONTHLY ROUNDTABLE MEETING OF MEMBERSTHAT FOCUSES ON VARIOUS SUBJECT MATTERS. MEMBERS MEET TO DISCUSSPROBLEMS, EXCHANGE IDEAS, AND SHARE VITAL INFORMATION. THEASSOCIATION ALSO PRODUCES A MONTHLY MAGAZINE COVERING BUSINESS,ECONOMIC, AND REGULATORY ISSUES. THE ASSOCIATION ALSO OFFERS AFREE HUMAN RESOURCE AND EMPLOYMENT LAW HOTLINE THAT MEMBERS CANACCESS 24 HOURS A DAY, AND PROVIDES MONTHLY HR WEBINARS ANDNEWSLETTERS. FURTHER, THE ASSOCIATION ANNUALLY BRINGS IN ANATIONALLY KNOWN SPEAKER TO ADDRESS CURRENT BUSINESS TOPICS OFIMPORTANCE TO OUR MEMBERS.

Expenses $1,524,497
PUBLIC AND COMMUNITY RELATIONSTHE ASSOCIATION SPONSORS ACTIVITIES THAT EDUCATE THE GENERALPUBLIC AND ITS MEMBERS ON A VARIETY OF BUSINESS AND ECONOMICISSUES AFFECTING THE REGION. THE ASSOCIATION ALSO SUPPORTSAPPROXIMATELY 12 CHARITABLE AND EDUCATIONAL ORGANIZATIONS IN THEREGION WHOSE COMMON OBJECTIVE IS TO IMPROVE THE QUALITY OF LIFEAND ECONOMIC HEALTH OF THE REGION.

Expenses $276,974

As filed on the 2022 return.

Listed in Part VII

Steve JonesSTEVE JONES

BOARD MEMBER

Total calculated

$0

Hours/week

4
Jana GoodrichJANA GOODRICH

CHAIRMAN

Total calculated

$0

Hours/week

4
Kyle BlakesleeKYLE BLAKESLEE

VICE CHAIRMAN

Total calculated

$0

Hours/week

4
Mark RaimyMARK RAIMY

BOARD MEMBER

Total calculated

$0

Hours/week

1
Gary ClarkGARY CLARK

BOARD MEMBER

Total calculated

$0

Hours/week

1
Matt ClarkMATT CLARK

BOARD MEMBER

Total calculated

$0

Hours/week

1
Chad BettsCHAD BETTS

BOARD MEMBER

Total calculated

$0

Hours/week

1
Scott BonnellSCOTT BONNELL

BOARD MEMBER

Total calculated

$0

Hours/week

1
Jon DearmentJON DEARMENT

BOARD MEMBER

Total calculated

$0

Hours/week

1
Bob FrostBOB FROST

TREASURER

Total calculated

$0

Hours/week

4
Jim GreenleafJIM GREENLEAF

BOARD MEMBER

Total calculated

$0

Hours/week

1
Jeff PlylerJEFF PLYLER

BOARD MEMBER

Total calculated

$0

Hours/week

1
John KraheJOHN KRAHE

PRESIDENT (UNTIL 07/31/22)

Total calculated

$228,360

From this org

$202,262

From related orgs

$0

Other

$26,098

Hours/week

40

Schedule J breakdown matched by us

Base

$161,740

Bonus

$26,861

Other

$13,661

Deferred

$1,664

Nontaxable benefits

$24,434

Filer's total

$228,360
Brad PhillipsBRAD PHILLIPS

VP/CFO

Total calculated

$141,907

From this org

$116,957

From related orgs

$0

Other

$24,950

Hours/week

40
Tammy Lamary-TomanTAMMY LAMARY-TOMAN

SECRETARY

Total calculated

$105,278

From this org

$101,719

From related orgs

$0

Other

$3,559

Hours/week

40
Lori JointLORI JOINT

PRESIDENT (AFTER 07/31/22)

Total calculated

$119,297

From this org

$101,718

From related orgs

$0

Other

$17,579

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

3 · Compensation committee
3 · Form 990 of other organizations
3 · Approval by the board or compensation committee
4a · Severance or change-of-control payment

Answered no

4b · Supplemental nonqualified retirement plan
4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINE 4A: KRAHE WAS TERMINATED AS PRESIDENT EFFECTIVE AUGUST 1, 2022. HE RECEIVED GROSS PAYMENTS FROM MANUFACTURER & BUSINESS ASSOCIATION (MBA) TOTALING $61,525.38 FROM AUGUST 1 TO DECEMBER 31, 2022 IN EXCHANGE FOR AGREEING TO USE HIS BEST EFFORTS TO ASSIST, ADVISE, AND COOPERATE WITH THE MBA DURING THAT PERIOD AND TO AGREE TO CERTAIN NON-DISCLOSURE, NON-SOLICITATION, AND NON-COMPETE PROVISIONS.

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.

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.

NORTHWEST PA MAECORP

C · ADMINISTRATION · PA
MANUFACTURER'S AND BUS ASSOC INSURANCE

C · INSURANCE AGENT · PA
MANUFACTURER'S & BUS ASSOC LEGAL SERVICE

C · LEGAL SERVICE · PA
EMPLOYER'S ENERGY ALLIANCE OF PA INC

C · COLLECT TRANSFER · PA
MBAUSA HOLDING COMPANY

C · HOLDING COMPANY · PA · 100% owned · share of assets $1,844,723 · controlled entity

Directly controlled by MANUFACTURER
SMC INSURANCE AGENCY INC

C · INSURANCE AGENT · PA

Provenance

Return type: form_990
Tax year: 2022
Filed: 5 February 2024
IRS schema version: 2022v5.0
Source object: 202430369349301373

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