2022-04-15T06:59:17-05:00 2021-10-31 431490039 MARR AND COMPANY PC 1401 EAST 104TH STREET SUITE 100 KANSAS CITY MO 64131 990 2020-11-01 440196840 CHAMBER OF COMMERCE OF GREATER KANSAS CITY CHAM 8163745430 30 W PERSHING RD SUITE 301 KANSAS CITY MO 641082423 JOE REARDON PRESIDENT & CEO 8163745430 2022-04-10 1 JOE REARDON 999009999 JASON D LOUK P00541486 8163638700 2022-04-10 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JOE REARDON 30 W PERSHING RD SUITE 301 KANSAS CITY MO 641082423 5548595 0 X KCCHAMBER.COM X 1909 MO PROVIDE LEADERSHIP TO HELP BUSINESS GROW AND KANSAS CITY PROSPER - MAKING KC THE BEST PLACE TO LIVE, WORK, START AND GROW A BUSINESS. ASSIST OUR MEMBERS IN BECOMING SMARTER, MORE VISIBLE, AND BETTER CONNECTED. 74 74 33 120 109574 0 19000 373100 4696339 4838520 39442 57811 241244 109574 4996025 5379005 0 0 0 0 2982568 2790395 0 0 0 1811307 1858953 4793875 4649348 202150 729657 2796240 3144455 2149178 1658064 647062 1486391 X LEADING THE WAY TO THE BEST KC REGION. 0 0 408579 600122 ANNUAL DINNERTHE COMMUNICATIONS AND MEDIA RELATIONS DEPARTMENT PROVIDES THE MEMBERSHIP, EACH YEAR AT THE ANNUAL CHAMBER DINNER MEETING, THE OPPORTUNITY TO BE "MORE VISIBLE, BETTER CONNECTED, AND SMARTER," BY ATTENDING THIS PREMIER BUSINESS DINNER WITH BUSINESS LEADERS AND ELECTED OFFICIALS. MEMBERS ARE UPDATED ON THE CHAMBER'S ACCOMPLISHMENTS OF THE PREVIOUS YEAR AND THE ORGANIZATION'S PLANS FOR THE UPCOMING YEAR. THE PAST AND INCOMING BOARD CHAIRS SHARE REMARKS ABOUT PAST ACCOMPLISHMENTS AND PLANS FOR THE FUTURE. IN ADDITION, THE CHAMBER PRESENTS THE ANNUAL KANSAS CITIAN OF THE YEAR AWARD. 841803 782094 GOVERNMENT AFFAIRSTHE KC CHAMBER GOVERNMENT AFFAIRS DEPARTMENT PROVIDES OPPORTUNITIES FOR MEMBER BUSINESSES TO BE "BETTER CONNECTED AND "MORE VISIBLE" WITH REGIONAL ELECTED OFFICIALS AT ALL LEVELS OF GOVERNMENT. THIS IS ACCOMPLISHED THROUGH VARIOUS COMMITTEES THAT DEVELOP AGENDAS DESIGNED TO CONVEY TO ELECTED OFFICIALS THE LEGISLATIVE NEEDS OF REGIONAL BUSINESSES. EACH YEAR A LEGISLATIVE AGENDA IS DEVELOPED AND RATIFIED BY THE BOARD OF DIRECTORS. 1386553 3456304 OTHERTHE PROGRAMS AND MEMBERSHIP DEPARTMENTS PROVIDE PROGRAMS AND EVENTS FOR MEMBERS TO BECOME "MORE VISIBLE AND BETTER CONNECTED" THROUGH THE ANNUAL FIVE-MONTH SMALL BUSINESS CELEBRATION, WHICH RECOGNIZES THE IMPACT OF SMALL BUSINESSES ON THE ECONOMIC FABRIC AND WORK FORCE DEVELOPMENT THROUGHOUT THE REGION. WITH PROGRAMS, SUCH AS THE CHAMBER'S ECONOMIC FORECAST, BUSINESS CLASS, DIVERSITY BUSINESS CONNECTIONS, AND INNOVATION CONFERENCE, MEMBERS "GET SMARTER" THROUGH THESE SERIES OF SEMINARS AND CLASSES ON BEST PRACTICES AND CURRENT ECONOMIC AND BUSINESS CONDITIONS REGIONALLY, WHILE EXPLORING BUSINESS OPPORTUNITIES INTERNATIONALLY. TO ENSURE MEMBER BUSINESSES AND THEIR EMPLOYEES HAVE CHANCES TO BE "BETTER CONNECTED", SHARING IDEAS AND GENERATING NEW BUSINESS, THE CHAMBER OFFERS PROGRAMS LIKE FACE2FACE, GENKC, SUPERINTENDENTS' FORUM, MORNING SCHMOOZE, AND CHAMBER CHAMPIONS. 2636935 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 16 0 1 33 1 1 1 0 0 0 0 0 0 0 X 74 74 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MO X X DAN COSGROVE - SR VP CAO 8162212424 30 W PERSHING RD SUITE 301 KANSAS CITY MO 641082423 CAROLYN WATLEY CHAIRMAN 10.00 1.00 X 0 0 0 RAMIN CHERAFAT CHAIR-ELECT 10.00 X 0 0 0 MARK GARRETT VICE CHAIRMAN 10.00 X 0 0 0 LISA GINTER TREASURER 10.00 1.00 X 0 0 0 GORDON LANSFORD III DIRECTOR - IMMEDIATE PAST 10.00 X 0 0 0 DR MAULI AGRAWAL DIRECTOR 1.00 X 0 0 0 DAVID ALVEY DIRECTOR 1.00 X 0 0 0 RICK ARMSTRONG DIRECTOR 1.00 X 0 0 0 KEVIN BARTH DIRECTOR 1.00 X 0 0 0 DR KIMBERLY BEATTY DIRECTOR 1.00 X 0 0 0 DR MARK BEDELL DIRECTOR 1.00 X 0 0 0 BRENT BLOSS DIRECTOR 1.00 X 0 0 0 MIKE BOEHM DIRECTOR 1.00 X 0 0 0 DOUG BOESSEN DIRECTOR 1.00 X 0 0 0 TONY BOWEN DIRECTOR 1.00 X 0 0 0 JEAN PAUL BRADSHAW II DIRECTOR 1.00 X 0 0 0 LYNN CARLTON DIRECTOR 1.00 X 0 0 0 THALIA CHERRY DIRECTOR 1.00 X 0 0 0 RONALD COKER DIRECTOR 1.00 X 0 0 0 BILLY DOUGLASS DIRECTOR 1.00 X 0 0 0 ANDREW DOWIS DIRECTOR 1.00 X 0 0 0 PEGGY DUNN DIRECTOR 1.00 X 0 0 0 STEVE EDWARDS DIRECTOR 1.00 X 0 0 0 ED EILERT DIRECTOR 1.00 X 0 0 0 WESLEY O FIELDS DIRECTOR 1.00 X 0 0 0 DAVID W FRANTZE DIRECTOR 1.00 X 0 0 0 DIANE GALLAGHER DIRECTOR 1.00 X 0 0 0 PHILIP GASKIN DIRECTOR 1.00 X 0 0 0 DR DOUGLAS GIROD DIRECTOR 1.00 X 0 0 0 DR MARC B HAHN DIRECTOR 1.00 X 0 0 0 DAVID HALL DIRECTOR 1.00 X 0 0 0 DAVID HARRISON DIRECTOR 1.00 X 0 0 0 SAM HUENERGARDT DIRECTOR 1.00 X 0 0 0 HEATHER A HUMPHREY DIRECTOR 1.00 X 0 0 0 MARY JANE JUDY DIRECTOR 1.00 X 0 0 0 PAUL KEMPINSKI DIRECTOR 1.00 X 0 0 0 DEEANNE KING DIRECTOR 1.00 X 0 0 0 LISA KRIGSTEN DIRECTOR 1.00 X 0 0 0 GINA LICHTE DIRECTOR 1.00 X 0 0 0 REV RONALD LINDSAY DIRECTOR 1.00 X 0 0 0 QUINTON LUCAS DIRECTOR 1.00 X 0 0 0 DR ELIZABETH MACLEOD WALLS DIRECTOR 1.00 X 0 0 0 ROBBIE MAKINEN DIRECTOR 1.00 X 0 0 0 MATT MARINO DIRECTOR 1.00 X 0 0 0 TERESA MARTIN DIRECTOR 1.00 X 0 0 0 MADELEINE MCDONOUGH DIRECTOR 1.00 X 0 0 0 STEVE A MCDOWELL DIRECTOR 1.00 X 0 0 0 KEVIN MCINTOSH DIRECTOR 1.00 X 0 0 0 CLYDE MCQUEEN DIRECTOR 1.00 X 0 0 0 KATHY NELSON DIRECTOR 1.00 X 0 0 0 DEAN NEWTON DIRECTOR 1.00 X 0 0 0 GAYLE PACKER DIRECTOR 1.00 X 0 0 0 ROSHANN S PARRIS DIRECTOR 1.00 X 0 0 0 DEMETRIUS PETERSON DIRECTOR 1.00 X 0 0 0 TIM PETTY DIRECTOR 1.00 X 0 0 0 BRIAN PLATT DIRECTOR 1.00 X 0 0 0 TRACY PLATT DIRECTOR 1.00 X 0 0 0 STACIE PROSSER DIRECTOR 1.00 X 0 0 0 JIM RINE DIRECTOR 1.00 X 0 0 0 DR DRED SCOTT DIRECTOR 1.00 X 0 0 0 BRENDA R SHARPE DIRECTOR 1.00 X 0 0 0 CHARLIE SHIELDS DIRECTOR 1.00 X 0 0 0 JEFFREY J SIMON DIRECTOR 1.00 X 0 0 0 DR KENNY SOUTHWICK DIRECTOR 1.00 X 0 0 0 ERIN E STUCKY DIRECTOR 1.00 X 0 0 0 QIANA THOMASON DIRECTOR 1.00 X 0 0 0 MARK C THOMPSON DIRECTOR 1.00 X 0 0 0 NICOLE VAN DENABEELE DIRECTOR 1.00 X 0 0 0 ELIZABETH WEBB DIRECTOR 1.00 X 0 0 0 EILEEN WEIR DIRECTOR 1.00 X 0 0 0 FRANK WHITE JR DIRECTOR 1.00 X 0 0 0 BRIDGETTE WILLIAMS DIRECTOR 1.00 X 0 0 0 CHRIS WILSON DIRECTOR 1.00 X 0 0 0 ERIC WOLLERMAN DIRECTOR 1.00 X 0 0 0 JOE REARDON PRESIDENT & CEO 40.00 1.00 X 420436 0 29421 DANIEL COSGROVE SR VP & CAO 40.00 X 123977 0 14499 SCOTT HALL SR VP CIVIC & COMMUNITY IN 40.00 X 168216 0 12897 CATHLEEN BENNETT SR VP PUBLIC POLICY 40.00 X 163591 0 16178 DAVID PRUENTE SR VP STRATEGIC PARTNERSHI 40.00 X 152628 0 10702 MELANIE MATTES SR VP MARKETING 40.00 X 119958 0 11379 1148806 0 95076 6 0 1 0 0 350000 23100 23100 373100 PROGRAM AND EVENTS INC 900099 2658048 2658048 MEMBERSHIP DUES 900099 1548740 1548740 SPONSORSHIPS 900099 631732 631732 4838520 26224 26224 201177 169590 31587 31587 31587 CHAMBER MANAGEMENT SER 900003 109574 109574 109574 5379005 4838520 109574 57811 1271815 1203060 29439 133207 152874 15500 23444 6142 51742 20580 36081 464565 5446 870 77685 24156 PROGRAM EXPENSES 890609 ORGANIZATIONAL DEVELOPM 71346 CONSULTING 53692 BANK CHARGES 50006 67089 4649348 108989 11798 1227000 1547875 11921 16381 169917 152635 1370897 1191834 246327 179063 1032086 1236703 2796240 3144455 455345 637115 1445739 863003 248094 157946 2149178 1658064 X 647062 1486391 647062 1486391 2796240 3144455 729657 109672 0 X 0 1 X 1 0 0 0 1 1548740 226114 2898 229012 232311 -3299 397044 258721 138323 973853 933113 40740 179063 ACCRUED LIABILITIES 157946 157946 X 6429461 109672 946927 1056599 5372862 6143 6143 5379005 5580738 937532 937532 4643206 6142 6142 4649348 PART X, LINE 2: THE CHAMBER IS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. THE FOUNDATION IS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION HAS BEEN CLASSIFIED AS A PUBLICLY-SUPPORTED ENTITY, WHICH IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE CODE. THE CHAMBER AND THE FOUNDATION HAVE ADOPTED THE PROVISIONS OF THE FASB ASC 740-10 AS IT MIGHT APPLY TO THEIR FINANCIAL TRANSACTIONS. UNRELATED BUSINESS INCOME, PRIMARY CONSISTING OF ADVERTISING AND AFFINITY PROGRAM REVENUE IS RECORDED THROUGH CMS. THE CHAMBER FOLLOWS GAAP RELATED TO UNCERTAIN TAX PROVISIONS. THE CHAMBER'S ACCOUNTING POLICY IS TO PROVIDE LIABILITIES FOR UNCERTAIN INCOME TAX PROVISIONS WHEN A LIABILITY IS PROBABLE AND ESTIMABLE. MANAGEMENT IS NOT AWARE OF ANY VIOLATION OF ITS TAX STATUS AS AN ORGANIZATION EXEMPT FROM INCOME TAXES. CMS HAS A NET OPERATING LOSS CARRYOVER OF $429,782 AVAILABLE TO OFFSET FUTURE TAXABLE INCOME. MANAGEMENT HAS ESTABLISHED A 100% VALUATION ALLOWANCE AGAINST THE ASSOCIATED DEFERRED TAX ASSET, AS REALIZATION IS UNLIKELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUES FROM CONSOLIDATED FS REPORTED ON CCGKC FOUNDATION 990 946,927. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES - NET INVESTMENT INCOME 6,142. ROUNDING 1. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FROM CONSOLIDATED FS REPORTED ON CCGKC FOUNDATION 990 937,532. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES - NET INVESTMENT INCOME 6,142. 1 X X X X X 0 0 0 JOE REARDON PRESIDENT & CEO 322348 0 80000 0 18088 0 12151 0 17270 0 449857 0 0 0 SCOTT HALL SR VP CIVIC & COMMUNITY IN 149216 0 19000 0 0 0 5066 0 7831 0 181113 0 0 0 CATHLEEN BENNETT SR VP PUBLIC POLICY 144591 0 19000 0 0 0 5066 0 11112 0 179769 0 0 0 DAVID PRUENTE SR VP STRATEGIC PARTNERSHI 142628 0 10000 0 0 0 4579 0 6123 0 163330 0 0 0 DANIEL COSGROVE SR VP & CAO 113977 0 10000 0 0 0 4119 0 10380 0 138476 0 0 0 MELANIE MATTES SR VP MARKETING 109958 0 10000 0 0 0 3630 0 7749 0 131337 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 MARK GARRETT (VICE CHAIRMAN) AND ERIN STUCKY (DIRECTOR) SERVE AS VP-CHIEF HUMAN RESOURCES OFFICER AND PRESIDENT/CEO, RESPECTIVELY, FOR BLUE CROSS AND BLUE SHIELD OF KANSAS CITY QUINTON LUCAS (DIRECTOR) AND BRIAN PLATT (DIRECTOR) SERVE AS MAYOR AND CITY MANAGER, RESPECTIVELY, FOR CITY OF KANSAS CITY, MISSOURI DEMETRIUS PETERSON (DIRECTOR) AND JEFFREY SIMON (DIRECTOR) SERVE AS SENIOR COUNSEL AND MANAGING PARTNER, RESPECTIVELY, FOR HUSCH BLACKWELL, LLP ELIZABETH WEBB (DIRECTOR) AND ERIC WOLLERMAN (DIRECTOR) SERVE AS LEAD PRORAM MANAGER AND PRESIDENT, RESPECTIVELY, FOR HONEYWELL FORM 990, PART VI, SECTION B, LINE 11B ANNUALLY, THE BOARD'S FINANCE & AUDIT COMMITTEE DIRECTS AN AUDIT BE CONDUCTED. THE AUDIT FIRM THEN PRESENTS THE AUDIT REPORT AND FINDINGS TO THE FINANCE & AUDIT COMMITTEE. THE COMMITTEE REVIEWS THE AUDIT REPORT AND RECOMMENDS FORWARDING THE AUDIT REPORT TO THE BOARD'S EXECUTIVE COMMITTEE FOR REVIEW AND APPROVAL. THE BOARD CHAIRMAN SENDS COPIES OF THE ANNUAL AUDIT REPORT TO EACH EXECUTIVE COMMITTEE DIRECTOR AND ENCOURAGES EACH TO REVIEW THE AUDIT REPORT PRIOR TO ITS NEXT MONTHLY MEETING. THE BOARD TREASURER, WHO IS THE CHAIRMAN OF THE FINANCE & AUDIT COMMITTEE, MAKES THE PRESENTATION AT THE FOLLOWING MONTHLY EXECUTIVE COMMITTEE MEETING. THE EXECUTIVE COMMITTEE, AFTER REVIEW, APPROVES THE AUDIT REPORT AND RECOMMENDS THE DOCUMENTS BE FORWARDED TO THE BOARD FOR REVIEW AND FINAL APPROVAL. THE INDEPENDENT AUDIT FIRM, UPON COMPLETION OF THE AUDIT, PREPARES THE FORMS 990 AND 990-T. A REVIEW OF THESE FORMS IS CONDUCTED BY THE FINANCE & AUDIT COMMITTEE AS WELL AS THE OFFICERS. FORMS 990 AND 990-T ARE MADE AVAILABLE FOR REVIEW BY ANY BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE COMPLETED AND SIGNED BY ALL BOARD MEMBERS AND KEY EMPLOYEES ANNUALLY AND IMMEDIATELY BY REPLACEMENT BOARD MEMBERS AND KEY EMPLOYEES UPON TAKING A NEW POSITION. THE CONFLICT OF INTEREST STATEMENT HAS A CODE OF ETHICS SECTION BY WHICH EACH BOARD MEMBER AND KEY EMPLOYEE MUST ADHERE TO AND SIGN TO CONFIRM ACCEPTANCE. WITHIN THE CONFLICT OF INTEREST POLICY ARE SECTIONS THAT ADDRESS FIDUCIARY RESPONSIBILITIES/DISCLOSURE, DEFINITION OF CONFLICT OF INTEREST AND RESTRAINT ON VOTING. THE CHAIRMAN ADVISES THE BOARD OF THE NEED TO DECLARE CONFLICTS OF INTEREST THROUGHOUT THE YEAR. DIRECTORS WITH A CONFLICT OF INTEREST ANNOUNCE, PRIOR TO A VOTE, THAT THEY WILL ABSTAIN FROM VOTING AND STATE THE REASON. THE BOARD AND EXECUTIVE COMMITTEE MINUTES DOCUMENT WHICH DIRECTORS ABSTAINED DUE TO A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT/CEO'S SALARY AND COMPENSATION PACKAGE IS SET BY THE BOARD'S GOALS & COMPENSATION COMMITTEE IN ACCORDANCE WITH THE BOARD'S BYLAWS. THE COMMITTEE USES AN INDEPENDENT CONTRACTOR TO CONDUCT AN EXTENSIVE REVIEW OF CURRENT CHAMBERS OF COMMERCE PRESIDENTS/CEOS OF SIMILAR SIZE AND FOCUS IN THE UNITED STATES AS WELL AS NON-FOR-PROFIT ORGANIZATIONS OF SIMILAR SIZE, BUDGET, ETC. WITHIN THE REGION. FOLLOWING THE REVIEW, THE CONTRACTED MAKES A RECOMMENDATION AND THE GOALS AND COMPENSATION COMMITTEE ESTABLISHES THE SALARY AND COMPENSATION PACKAGE. A SIMILAR PROCESS - TO THAT USED FOR THE TOP MANAGEMENT OFFICIAL'S COMPENSATION - IS CONDUCTED BY THE CHAMBER FOR EACH VICE PRESIDENT'S SALARY AND COMPENSATION PACKAGE AND IS DETERMINED BY THE PRESIDENT/CEO BASED ON THE INFORMATION AND ANALYSIS. THE VICE PRESIDENTS RECEIVE BENEFITS AVAILABLE TO ALL STAFF MEMBERS. THE GOALS & COMPENSATION COMMITTEE ESTABLISHES CORPORATE GOALS AT THE BEGINNING OF THE FISCAL YEAR AND DETERMINES INCENTIVE PAYMENTS TO EXECUTIVE OFFICERS AND STAFF MEMBERS BASED ON PERFORMANCE. THE PRESIDENT/CEO REVIEWS EXECUTIVE OFFICER COMPENSATION WITH THE GOALS & COMPENSATION COMMITTEE AND THE COMMITTEE DETERMINES IF A PAY INCREASE WILL BE SET FOR THE FOLLOWING YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORMS 990 AND 990-T ARE AVAILABLE UPON REQUEST AND FORM 990 CAN BE FOUND ON GUIDESTAR.ORG AFTER FILING WITH THE IRS IS COMPLETED. FORM 990, PG 6, PART VI, SECTION B, LN 11B: CHAMBER MANAGEMENT SERVICES, LLC IS GOVERNED BY A BOARD OF MANAGERS WHICH CONSISTS EXCLUSIVELY OF CCGKC BOARD MEMBERS, THEREFORE, THE REVIEW PROCESS OF THE 990 FOR THE SOLE MEMBER APPLIES TO THE DISREGARDED ENTITY. FORM 990, PG 6, PART VI, SECTION B, LN 12C: THE ORGANIZATION'S WRITTEN CONFLICT OF INTEREST POLICY DOES NOT APPLY TO THE DISREGARDED ENTITY FORM 990, PG 6, PART VI, SECTION B, LN 13: THE ORGANIZATION'S WRITTEN WHISTLEBLOWER POLICY DOES NOT APPLY TO THE DISREGARDED ENTITY FORM 990, PG 6, PART VI, SECTION B, LN 14: THE ORGANIZATION'S WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY DOES NOT APPLY TO THE DISREGARDED ENTITY FORM 990, PG 6, PART VI, SECTION B, LN 15A & 15B: THE ORGANIZATION'S DISREGARDED ENTITY DOES NOT HAVE EMPLOYEES SO THE REVIEW FOR DETERMINING COMPENSATION DOES NOT APPLY CHAMBER MANAGEMENT SERVICES LLC 30 W PERSHING RD SUITE 301 KANSAS CITY MO 641082423 431831258 MO THE CHAMBER OF COMMERCE OF GKC FOUNDATION 30 W PERSHING RD SUITE 301 KANSAS CITY MO 641082423 461163376 SUPPORT CHARITABLE INITIATIVES OF THE CHAMBER OF COMMERCE MO 501(C)(3) LINE 11 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 CHAMBER OF COMMERCE OF GKC FOUNDATION O 421931 ALLOCATED BASED ON HOURS WORKED