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COALITION TO PREVENT THE TAXING OF RETIREMENT SAVINGS INC

EIN 85-2587923 CHICAGO, IL

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Revenue 2022
$0
Expenses 2022
$98,530

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

As filed

Subsection
06
NTEE code
R03
Classification
2000
Street
400 E RANDOLPH ST APT 3115

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

24 other organizations in the IRS Business Master File list the same street address. matched by us

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

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.

Officers and directors · 2022

As listed in Part VII of the 2022 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • 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. Earlier years are each on their own filing page.

Filings

  • 2022
    Revenue
    $0
    Expenses
    $98,530
    Contributions
    $0
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Form 990-N e-Postcard, tax year 2025

Tax period
1 January 2025 to 31 December 2025
Principal officer
Edward J Graziano
Mailing address
400 East Randolph Street Suite 3115Chicago IL 60601

As filed, from the IRS e-Postcard file of 9 November 2026. The IRS publishes only each organization's most recent postcard, so earlier years are not shown. A 990-N carries no financial detail. The postcard also gives the principal officer's address, which is not shown here.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 9 November 2026 and read 9 November 2026, for every organization at once. Returns through tax year 2022, the newest we have parsed for this organization.