2021-11-09T14:03:29-06:00 2020-12-31 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2020-01-01 370844406 AMERICAN RISK AND INSURANCE ASSOC INC AMER 7279402658 2840 WEST BAY DRIVE NO 141 BELLEAIR BLUFFS FL 33770 TYLER LEVERTY PRESIDENT 7279402658 2021-11-04 1 TYLER LEVERTY 999009999 BRENDA L BOOTH P01342395 6177610600 2021-11-04 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X TYLER LEVERTY 2840 WEST BAY DRIVE NO 141 BELLEAIR BLUFFS FL 33770 540847 0 X WWW.ARIA.ORG X 1963 PA TO FURTHER THE SCIENCE OF RISK AND INSURANCE THROUGH EDUCATION, RESEARCH, LITERATURE, AND COMMUNICATIONS. 12 12 0 35 0 0 61220 51775 552897 465726 17944 23346 0 0 632061 540847 4167 3981 0 0 0 0 0 0 0 644201 417757 648368 421738 -16307 119109 837552 966549 47791 21201 789761 945348 TO FURTHER THE SCIENCE OF RISK AND INSURANCE THROUGH EDUCATION, RESEARCH, LITERATURE, AND COMMUNICATIONS. 0 0 333053 3981 465726 TO EXPAND AND IMPROVE ACADEMIC INSTRUCTION TO STUDENTS OF RISKMANAGEMENT AND INSURANCE THROUGH AN EMPHASIS ON THE ECONOMIC,FINANCIAL, LEGAL, MANAGERIAL, AND SOCIAL ASPECTS OF RISK ANDUNCERTAINTY; TO ENCOURAGE RESEARCH ON ALL SIGNIFICANT ASPECTS OFRISK MANAGEMENT AND INSURANCE, AND TO COMMUNICATE THE FINDINGS; TOPROVIDE FORUMS FOR SCHOLARLY DISCUSSION OF RISK MANAGEMENT ANDINSURANCE MATTERS; TO PUBLISH MATERIALS WHICH CONTRIBUTE TO THEGENERAL PURPOSE OF THE ASSOCIATION; TO DEVELOP AND MAINTAINRELATIONS WITH OTHER AMERICAN AND FOREIGN ORGANIZATIONS WITHSIMILAR OBJECTIVES OR INTERESTS. 333053 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 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 4 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 1 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 PA X ARIA EXECUTIVE OFFICE 7279402658 2840 WEST BAY DRIVE 141 BELLEAIR BLUFFS FL 337702620 X LARS POWELL BOARD MEMBER 0.50 X 0 0 0 GREGORY NIEHAUS BOARD MEMBER 0.50 X 0 0 0 MARTIN F GRACE IMMEDIATE PAST PRESIDENT 0.50 X X 0 0 0 RANDY DUMM BOARD MEMBER 1.00 X 0 0 0 CASEY ROTHSCHILD BOARD MEMBER 0.50 X 0 0 0 TYLER LEVERTY VICE-PRESIDENT 2.00 X X 0 0 0 ANNE KLEFFNER PRESIDENT 2.00 X X 0 0 0 JOSEPH QIU BOARD MEMBER 0.50 X 0 0 0 WEILI LU BOARD MEMBER 0.50 X 0 0 0 DAVID ECKLES BOARD MEMBER 0.50 X 0 0 0 HATO SCHMEISER BOARD MEMBER 0.50 X 0 0 0 THOMAS C WILSON BOARD MEMBER 0.50 X 0 0 0 FRANK TOMASELLO EXECUTIVE DIRECTOR 40.00 X 0 0 0 0 0 0 0 0 0 0 0 51775 51775 PUBLICATIONS 900099 421473 421473 ANNUAL MEETING 900099 44253 44253 465726 12515 12515 10831 0 10831 10831 10831 540847 465726 0 23346 3981 3981 11000 11000 9157 9157 66600 66600 25233 25233 11762 11762 PRINTING AND PUBLICATIO 288582 288582 SPECIAL PROJECTS 6000 6000 BANK SERVICE FEES 429 429 TAXES 100 100 -1106 -1106 421738 333053 88685 0 47364 161519 187614 160317 34528 16882 564024 623791 4022 4040 837552 966549 18906 16758 28885 4443 47791 21201 X 718808 878376 70953 66972 789761 945348 837552 966549 119109 36478 0 X 0 1 X 1 0 X 67759 61746 63674 61220 51775 306174 426870 440468 568642 552897 465726 2454603 494629 502214 632316 614117 517501 2760777 0 0 0 2760777 14603 21112 11791 9746 12515 69767 14603 21112 11791 9746 12515 69767 509232 523326 644107 623863 530016 2830544 0.97540 0.97110 0.02460 0.02890 X 70953 3981 66972 75120 4167 70953 80522 5402 75120 85531 5009 80522 90670 5139 85531 0 0 0 X 288743 36478 36478 252265 288582 288582 540847 133156 0 133156 288582 288582 421738 PART X, LINE 2: ARIA IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ARIA ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD APPLIED TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES ASSESSED, IF ANY, ARE ACCRUED AS INCOME TAX EXPENSE. ARIA BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2016. ARIA HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AS A TAX POSITION; HOWEVER, ARIA HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. PART XI, LINE 4B - OTHER ADJUSTMENTS: PUBLICATION EXPENSE 288,582. PART XII, LINE 4B - OTHER ADJUSTMENTS: PUBLICATION EXPENSE 288,582. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS ENGAGED THE AMERICAN INSTITUTE FOR CHARTERED PROPERTY CASUALTY UNDERWRITERS ("THE INSTITUTES") TO PROVIDE ADMINISTRATIVE AND MANAGEMENT SERVICES. FRANK TOMASSELO, EXECUTIVE DIRECTOR OF THE ORGANIZIATION, IS AN EMPLOYEE OF THE INSTITUTES. THE FEES PAID TO THE INSTITUTES FOR 2020 FOR FRANK TOMASSELO'S WORK AT THE ORGANIZATION WAS $54,600. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS COMPLETED ANNUALLY AND COPIES ARE PROVIDED TO THE ENTIRE GOVERNING BOARD. AT THAT TIME, THE PRESIDENT REVIEWS THE FORM 990 WITH THE BOARD MEMBERS. ONCE ALL CHANGES ARE MADE AND THE PRESIDENT IS IN AGREEMENT WITH THE DIRECTORS ON THE FINISHED FORM 990, IT IS SIGNED, DATED, AND SUBMITTED BY THE FILING DEADLINE. A COPY OF THE APPROVED FORM 990 IS PROVIDED TO ALL OF THE OFFICERS, DIRECTORS, AND TRUSTEES BEFORE THE RETURN IS FILED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL PROVIDE, UPON IN-PERSON, VERBAL, OR WRITTEN REQUEST, DOCUMENTS RELATING TO THE GOVERNANCE, CONFLICTS OF INTEREST, AND FINANCIAL STATEMENTS.