2024-02-15T16:34:10-06:00 2022-12-31 593186310 THOMAS HOWELL FERGUSON PA 2615 CENTENNIAL BLVD SUITE 200 TALLAHASSEE FL 32308 990 2022-01-01 592873802 TAOIST TAI CHI SOCIETY OF THE UNITED STATES OF AMERICA INC TAOI 7277340929 280 LOCKLIE ST DUNEDIN FL 34698 SEAN DENNISON EXECUTIVE DIRECTOR 7277340929 2024-02-14 1 SEAN DENNISON 999009999 0 STACEY T KOLKA P01371120 8506688100 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SEAN DENNISON 280 LOCKLIE ST DUNEDIN FL 34698 3531177 0 X USA.TAOIST.ORG X 1985 FL ADVANCE TAOISM AND TAOIST ARTS 9 9 3 1500 -6611 0 54822 83185 239439 516001 -488860 -102017 26230 349050 -168369 846219 0 0 0 0 301028 238565 0 0 22843 633955 1001425 934983 1239990 -1103352 -393771 9341853 8404476 3119114 2983399 6222739 5421077 ADVANCE TAOISM AND TAOIST ARTS 0 0 707290 TAUGHT TAOIST TAI CHI AND RELATED ARTS TO OVER 5,198 MEMBERS AND NON MEMBERS THROUGH TRAINING PROGRAMS AND EXTERNAL CLASSES, INCLUDING WORKSHOPS & LECTURES FOR INSTRUCTORS. 707290 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 36 0 3 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 1 1 1 1 0 1 1 0 1 1 1 0 0 1 1 0 FL X TREASURER 7277340929 280 LOCKLIE ST DUNEDIN FL 34698 VIRGINIA AMOS DIRECTOR 1.00 X 0 0 0 DARCY CARTER DIRECTOR 1.00 X 0 0 0 MARY CHURCHILL DIRECTOR 1.00 X 0 0 0 PEGOTY PACKMAN PRESIDENT 1.00 X X 0 0 0 ALLEN PEARCE DIRECTOR 1.00 X 0 0 0 ROBERT VARLEY DIRECTOR 1.00 X 0 0 0 SEAN DENNISON EXECUTIVE DIRECTOR 40.00 X X 110932 0 2952 MITCHELL DAVIS DIRECTOR 1.00 X 0 0 0 PAUL RUBIN DIRECTOR 1.00 X 0 0 0 MARY CROSSFIELD DIRECTOR (THRU 12/2022) 1.00 X 0 0 0 JANE EDWARDS SECRETARY 1.00 X 0 0 0 JEAN SWANTISH TREASURER 1.00 X 0 0 0 110932 0 2952 1 0 0 0 0 83185 83185 PARTICIPANT DUES 900099 467261 467261 CLASSES AND WORKSHOPS 900099 43755 43755 CULTURAL PROGRAMS 900099 4985 4985 516001 80434 80434 29900 40077 -10177 -10177 -3566 -6611 2456930 5500 2628685 16196 -171755 -10696 -182451 -182451 40 0 40 40 LEASED ASSET REVENUE 900099 357497 357497 MISCELLANEOUS 900099 1690 1690 359187 846219 871662 -6611 -102017 113884 9839 99125 4920 77941 77941 32011 350 31311 350 14729 147 14435 147 976 976 93004 93004 11210 1009 10154 47 815 774 41 126219 28830 94416 2973 28595 28595 418504 393303 25201 864 864 97633 79915 11812 5906 84571 74790 9781 122420 104057 12242 6121 EDUCATION & TRAINING 8892 8892 WORKSHOP EXPENSE 5344 5344 FUNDRAISING 2338 2338 1239990 707290 509857 22843 172514 174916 259186 1991679 6102 1707 84524 0 68067 106200 3889718 575445 3459428 3314273 4073244 1097520 1218788 1718181 9341853 8404476 31625 40602 2935327 2662195 152162 280602 3119114 2983399 X 5722739 4907268 500000 513809 6222739 5421077 9341853 8404476 X -393771 -430371 22480 X 0 1 X 1 0 X 2354046 1351884 123567 54822 83185 3967504 2973326 2877523 1138471 265539 516001 7770860 5327372 4229407 1262038 320361 599186 11738364 0 0 0 11738364 3042 1641 1866 36070 110334 152953 3042 1641 1866 36070 110334 152953 5330414 4231048 1263904 356431 709520 11891317 0.98710 0.99710 0.01290 0.00290 X 500000 13809 513809 727119 101526 -28645 300000 500000 506850 220269 727119 438334 1091 67425 506850 505119 -61666 5119 438334 0.97400 0.02600 0 0 836073 836073 2775820 358269 2417551 59735 39354 20381 64533 34210 30323 153557 143612 9945 3314273 MAINSAIL FENWAY HOTEL LLLP 1133333 RIGHT OF USE ASSETS 176211 LEASE ASSETS 408637 1718181 INTEREST RATE SWAP 101766 LEASE LIABILITY 178836 280602 X 478405 -430371 22480 -407891 886296 -40077 -40077 846219 1280067 0 1280067 -40077 -40077 1239990 PART X, LINE 2: WITH FEW EXCEPTIONS, THE SOCIETY IS NO LONGER SUBJECT TO EXAMINATIONS BY MAJOR TAX JURISDICTIONS FOR YEARS ENDED DECEMBER 31, 2017 AND PRIOR. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN INTEREST RATE SWAP 22,480. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF TTCS-USA TITLE HOLDING CORP RENTAL EXPENSES -40,077. PART XII, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -40,077. FORM 990, PART I, LINE 6 PARTICIPANTS OF THE SOCIETY ARE ALSO VOLUNTEERS. THEY PROVIDE GENERAL MAINTENANCE OF THE VARIOUS CENTERS OF THE SOCIETY, TEACH TAOIST TAI CHI AND OTHER TAOIST ARTS OF HEALTH AND LONGEVITY, AND VOLUNTEER AT CULTURAL AND OTHER PROGRAMS HELD BY THE SOCIETY AS A CHARITABLE ENDEAVOR. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS WILL ELECT THE DIRECTORS AT EACH ANNUAL MEETING OR SPECIAL MEETING AT WHICH AN ELECTION OF DIRECTORS IS REQUIRED. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS RATIFY ALL MAJOR ACTIONS TAKEN BY THE BOARD OF DIRECTORS AT ANNUAL OR SPECIAL MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 AND ACCOMPANYING SCHEDULES ARE PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE RETURN IS REVIEWED BY THE TREASURER AND ALL QUESTIONS OR DISCREPANCIES ARE RESOLVED WITH THE INDEPENDENT ACCOUNTING FIRM. THERE WERE NO CHANGES TO POLICIES AND PROCEDURES IN 2022, SO FULL BOARD REVIEW IS NOT REQUIRED. FORM 990, PART VI, SECTION B, LINE 12C THE SOCIETY CONSIDERS THE EIGHT GUIDING VIRTUES WHICH BOARD MEMEBRS ARE EXPECTED TO FOLLOW THE WRITTEN POLICY WHICH NOT ONLY COVERS CONFLICT OF INTEREST RULES IN A GENERAL MANNER, BUT OTHER POLICIES OF THE SOCIETY. ALL BOARD MEMBERS WORK CLOSELY TOGETHER AND OBSERVE THE KEEPING OF VIRTUES BY OTHER BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE INTERNATIONAL BOARD AND EMPLOYMENT COMMITTEE REVIEW RECOMMENDATIONS PRESENTED BY THE USA BOARD OF DIRECTORS AND APPROVE COMPENSATION LEVELS OF ALL EMPLOYEES OF THE SOCIETY. FORM 990, PART VI, SECTION C, LINE 19 THE EIGHT GUIDING VIRTUES ARE POSTED AT THE VARIOUS CENTERS OF THE SOCIETY. THE ORGANIZATION MAKES ITS THREE MOST CURRENT YEARS OF FORM 990 AND ITS FORM 1023 AVAILABLE UPON REQUEST. NO OTHER DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: CHANGE IN THE INVESTMENT IN SUBSIDIARY INTEREST RATE SWAP 22,480. REGULATION SECTION 1.263(A)-1(F) - DE MINIMIS SAFE HARBOR ELECTION TAXPAYER NAME: TAOIST TAI CHI SOCIETY OF THE UNITED STATES TAXPAYER ADDRESS: 280 LOCKLIE ST., DUNEDIN, FL 34698 TAXPAYER ID NUMBER: 59-2873802 YEAR-END: 12/31/2022 UNDER IRC REGULATION SECTION 1.263(A)-1(F), THE TAXPAYER HEREBY ELECTS TO APPLY THE DE MINIMIS SAFE HARBOR ELECTION.