2021-11-04T12:52:38-05:00 2020-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2020-01-01 132942996 Insights Association Inc INSI 2029150333 1156 15th Street NW No 700 Washington DC 20005 Melanie Courtright CEO 2029150333 2021-11-04 1 Melanie Courtright 999009999 Jie Chen CPA P01049760 7038930300 2021-11-04 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z Melanie Courtright 1156 15th Street NW No 700 Washington DC 20005 2071652 0 X www.insightsassociation.org X 2017 NY To promote, unify and advance the insight, opinion and marketing research profession. 15 15 9 125 0 0 0 43501 2844437 2000302 10723 20843 6784 7006 2861944 2071652 0 0 0 0 1586121 1204281 0 0 0 1715305 1732409 3301426 2936690 -439482 -865038 1469534 1684958 1169979 1249672 299555 435286 X Founded in 2017, the Association is the leading and largest association of the opinion and marketing research profession, which delivers insights and intelligence to guide the decisions of companies providing products and services to consumers and businesses. 0 0 Insights & Strategies Conference: NEXT was designed for marketing researchers who discover insights and develop strategies to promote products, services or ideas. Corporate Researchers Conference: The Corporate Researchers Conference (CRC) was developed by and for corporate researchers to provide the most effective way for them to learn, advance and gain a competitive edge. CEO Summit: Insights Association's CEO Summit is a unique collaborative exchange designed for C-Level executives of small to mid-size marketing research firms. Professional Research Certification: Professional Researcher Certification (PRC) is designed to encourage the highest standards within the marketing research profession: to raise competency, establish an objective measure of an individual's knowledge and proficiency and to encourage professional development. Development, promotion and dissemination of knowledge and information relating to marketing research and the achievement of its exempt purpose and objectives through publications.Maintenance of industry programs and initiatives aimed at providing information and awareness of current events, changes in the industry, and presentation of federal activity affecting members. 0 1 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 8 0 1 9 1 0 0 0 0 1 1 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 DC X The Organization 2029150333 1156 15th Street NW No 700 Washington DC 20005 Lisa Courtade Chair 1.50 X X 0 0 0 Tim Hoskins Vice Chair 1.50 X X 0 0 0 Brett Townsend Secretary 1.50 X X 0 0 0 Tyler McMullen Treasurer 1.50 X X 0 0 0 David Rothstein Past Chair 1.50 X X 0 0 0 Scott Baker Director 1.50 X 0 0 0 Alice Butler Director 1.50 X 0 0 0 Khary Campbell Director 1.50 X 0 0 0 David Carruthers Director 1.50 X 0 0 0 Jackie Chan Director 1.50 X 0 0 0 Reed Cundiff Director 1.50 X 0 0 0 Jon DeLord Director 1.50 X 0 0 0 Pierre Le Manh Director 1.50 X 0 0 0 Camille Nicita Director 1.50 X 0 0 0 Terrae Schroeder Director 1.50 X 0 0 0 Melanie Courtright CEO 40.00 X 310000 0 2600 Jonathan Saxe VP, Sales 40.00 X 155747 0 1678 Howard J Fienberg VP, Advocacy 40.00 X 120774 0 8067 Art Flanagan VP, Communications 40.00 X 119823 0 8065 Nicole Symelidis VP, Membership 40.00 X 120823 0 7275 David W Almy Former CEO 40.00 X 177692 0 0 1004859 0 27685 6 1 1 0 0 43501 43501 Membership dues 813920 1326504 1326504 Conference revenue 900099 396143 171199 224944 Blue Book listings 900099 225530 225530 Certifications 900099 45455 45455 Publication sponsorshi 900099 6170 6170 500 500 2000302 20843 20843 Miscellaneous Income 900099 7006 7006 7006 2071652 1775358 0 252793 490292 527731 29800 77484 78974 160125 16880 155914 50649 57780 124445 26939 22283 169838 12387 38129 2039 Estimated theft 850000 Dues and subscriptions 24754 Privacy shield 18900 License and fees 1347 2936690 151483 357442 10017 49028 54850 39561 511318 487923 61524 23395 1026408 1113116 131513 136155 1469534 1684958 275558 115653 830249 522736 64172 611283 1169979 1249672 X 299555 435286 299555 435286 1469534 1684958 X -865038 1000769 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 1326504 29561 29561 79590 -50029 17196 17196 0 494122 470727 23395 23395 Deposits 2200 Due from CIRQ 101253 Due from Chapters 32702 136155 X X 1 0 0 Melanie Courtright CEO 300000 0 10000 0 0 0 2600 0 0 0 312600 0 0 0 David W Almy Former CEO 165192 0 0 0 12500 0 0 0 0 0 177692 0 0 0 Jonathan Saxe VP, Sales 155000 0 747 0 0 0 0 0 1678 0 157425 0 0 0 Part I, Line 4a Former CEO David W. Almy received $12,500 severance payment. Form 990, Part I, Line 1, Description of Organization Mission: Launched in 2017, the Insights Association was formed through the merger of two organizations with long, respected histories of servicing the market research and analytics industry: CASRO (founded in 1975) and MRA (founded in 1957). The result is a new, larger and more connected association with a unified, coordinated and higher profile voice, aligned in mission and message, and ultimately more effective at advancing the industry and profession in which we all share an abiding passion. The Insights Association strives to effectively represent, advance, and grow the research profession and industry. Specifically, the organization: Provides government advocacy through legislative, regulatory and judicial means; Cares for and improves the industry's image in the eyes of the media and public; Markets the business case for industry products and services to buyers and users Sets and enforces professional standards; Establishes and reinforces best practices; and Helps members grow their businesses, their departments, and themselves as research professionals. Form 990, Part VI, Section A, line 6 The Association has members. Form 990, Part VI, Section A, line 7a The members elect the Board of Directors. Form 990, Part VI, Section A, line 7b Members in good standing are eligible to vote on Association matters. The Bylaws may be amended or repealed in whole or in part by an affirmative majority vote of the membership in accordance with the provisions of the Bylaws. The Bylaws also may be amended by an affirmative two-thirds majority vote of the Board of Directors provided that the change does not fundamentally alter the Association's purpose, as determined by the Board of Directors. The Board of Directors will inform the membership within 30 days of all changes to the Bylaws. Form 990, Part VI, Section B, line 11b The Form 990 is prepared by independent accountant. Review of the Form 990 is a joint effort between the Executive Committee, the CEO and the staff to ensure accuracy, completeness and overall compliance. Any issues regarding accuracy, or completeness are corrected prior to filing of the Form 990. Form 990, Part VI, Section B, line 12c Any conflicts of interest are identified and monitored throughout the year and any deviations or concerns are brought to the Board of Directors's attention for further review and resolution. Form 990, Part VI, Section B, line 15a Compensation paid to the CEO is negotiated between the compensation committee of the Board of Directors and the CEO benchmarking against salary survey data. Such issues as base compensation and bonuses, if any, are determined at the time of the negotiations and included in the terms of the contract. Performance is reviewed on an annual basis by the Executive Committee and brought to the full Board for approval, to determine compliance and pay bonuses based upon that performance. Form 990, Part VI, Section C, line 19 Governing documents and the Association's conflict of interest policy are provided to interested parties upon request. The Organization's Articles and Bylaws are made available on the Organization's website. Financial statements are available upon request, provided the request is in writing and a reasonable amount of time allowed to gather the information and to deliver it to the requester. Form 990 is made available to all interested parties by request and by accessing the Guidestar Website. Form 990, Part XI, Line 8 Prior Period Adjustments When IA filed 2019 taxes, we had recently discovered a large theft of cash that had occurred through a staff member. To file taxes, while we finished investigating, we wrote a loss of income in 2019 to cover the amount stolen as a reduction in income, which is reflected in this line as prior period adjustments. In 2020, upon completing the investigation, we reinstated the income, but are writing off the entirety of the theft as an expense. The income was real, but the cash was stolen. This theft by embezzlement was reported to the FBI and the employee is being prosecuted. Certification Institute for Research Quality 1156 15th Street NW Suite 700 Washington DC 20005 271484712 Certification DE 501(c)(6) Insights Association Inc 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 Certification Institute for Research Q 103887 Certification Institute for Research P 1322