INSURANCE INFORMATION INSTITUTE INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- INSURANCE INFORMATION INSTITUTE INC (EIN 13-1912455)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202043219349301219
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T06:50:51-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131459550 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAZARS USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 WEST 50TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100200002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131912455 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSURANCE INFORMATION INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INSU | BusinessNameControlTxt |
| Phone | 2123465518 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 WILLIAM STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10038 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEAN KEVELIGHAN | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 2123465518 | PhoneNum |
| Signature | 2020-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TAMAR PLOTZKER | PreparerPersonNm |
| PTIN | P02047230 | PTIN |
| Phone | 2128127000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 148.77.102.18 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-14 | IPDt |
| IP Tm | 18:33:40 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F2D47A63FCBCDA0FC41B872F095FFBE68EF181B1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-01-07 14:23:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SEAN KEVELIGHAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 WILLIAM STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10038 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,871,403 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.III.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE PUBLIC UNDERSTANDING OF INSURANCE - WHAT IT DOES AND HOW IT WORKS | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 28 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,860,509 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,660,120 | CYProgramServiceRevenueAmt |
| PY Investment Income | $245,740 | PYInvestmentIncomeAmt |
| CY Investment Income | $185,022 | CYInvestmentIncomeAmt |
| PY Other Revenue | $26,968 | PYOtherRevenueAmt |
| CY Other Revenue | $26,261 | CYOtherRevenueAmt |
| PY Total Revenue | $9,133,217 | PYTotalRevenueAmt |
| CY Total Revenue | $8,871,403 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,906 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,100,348 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,161,053 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,070,679 | PYOtherExpensesAmt |
| CY Other Expenses | $4,236,699 | CYOtherExpensesAmt |
| PY Total Expenses | $10,171,027 | PYTotalExpensesAmt |
| CY Total Expenses | $10,400,658 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,037,810 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,529,255 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,216,237 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,091,256 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,311,034 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,459,760 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,905,203 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,631,496 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WE ARE AN EDUCATIONAL, FACT FINDING AND COMMUNICATIONS ORGANIZATION FOR THE PROPERTY AND CASUALTY INSURANCE INDUSTRY. THE INSTITUTE CONDUCTS PUBLIC RELATIONS AND EDUCATIONAL ACTIVITIES ON BEHALF OF THE INDUSTRY AND IS SUPPORTED BY APPROXIMATELY 88 MEMBER COMPANIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | MEMBERSHIP DUES FROM INDUSTRY MEMBERS TO SUPPORT ACTIVITIES BENEFITTING THE INSURANCE INDUSTRY. TRIPLE I PRODUCES PUBLIC EDUCATIONAL MATERIALS IN SUPPORT OF OUR MISSION TO BE THE TRUSTED SOURCE OF DATA-DRIVEN INSIGHTS ON INSURANCE TO INFORM AND EMPOWER CONSUMERS. TRIPLE-I PROVIDES BENEFITS TO MEMBERS INCLUDING INDUSTRY REPORTS, FACTS AND STATISTICS, THE DAILY NEWS PUBLICATION, SIGNIFICANT COMMUNICATION/MEDIA RELATIONS SERVICES AND RESEARCH SERVICES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUBSCRIBER FEES FROM ASSISTING OTHER INDUSTRY ORGANIZATIONS - TRIPLE-I AMPLIFY IS A PUBLIC RELATIONS (PR) CONSULTANCY DESIGNED TO HELP INSURANCE INDUSTRY MEMBER ORGANIZATIONS DRIVE INCREASED AWARENESS OF THEIR MISSION AND DEEPEN THEIR INDUSTRY ENGAGEMENT THROUGH COMMUNICATIONS-RELATED AND MEDIA SERVICES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JOINT INDUSTRY FORUM REGISTRATION FEES - THE JOINT INDUSTRY FORUM CONFERENCE ASSEMBLES KEY FIGURES FROM THE BUSINESS, POLICYMAKING, AND MEDIA SPHERES TO EXPLORE TOPICS OF VITAL INTEREST TO THE PROPERTY/CASUALTY INSURANCE INDUSTRY AND PROVIDE NETWORKING OPPORTUNITIES FOR TRIPLE-I MEMBERS AND OTHER INSURANCE INDUSTRY LEADERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 40 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 28 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRIS MORTENSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2123465509 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 WILLIAM STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10038 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (44 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| HANK WATKINS | ||||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PETER LEFKIN | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| TOM LEONARDI | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| JACK SALZWEDEL | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| KEN ROSEN | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| GARY GROSE | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| GREG HENDRICK | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK MCGOVERN | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| BRUCE G KELLEY | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| TIM NECASTRO | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| JEFF SAULS | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| MARTIN LEITCH | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| BOB VALLIERE | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| EDMUND KENEALY | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| DARLA FINCHUM | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| MARK BERVEN | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| JOHN AMMENDOLA | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| KATHLEEN BROMAGE | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| WAYNE PEACOCK | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD P CREEDON | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| W ROBERT BERKLEY JR | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD J LARGENT | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| DAVID DUPONT | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH P LACHER JR | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| MARTIN NEUHAUS | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT RASSI | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| KEITH WOLFE | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD LAVEY | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| AJ KESS | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| LAURA LAZARCZYK | ||||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| SEAN KEVELIGHAN | ||||||||
| CHIEF EXECUTIVE OFFICER | 35.00 | Yes (X) | $1,056,789 | $0 | $43,300 | |||
| LAURA FAVINGER | ||||||||
| CHIEF ADMINISTRATIVE OFFICER | 35.00 | Yes (X) | $373,714 | $0 | $27,732 | |||
| STEVEN WEISBART | ||||||||
| SVP. & CHIEF ECONOMIST | 35.00 | $280,381 | $0 | $105,039 | Yes (X) | |||
| MICHAEL BARRY | ||||||||
| SVP - MEDIA RELATIONS | 35.00 | $273,022 | $0 | $111,265 | Yes (X) | |||
| LORETTA WORTERS | ||||||||
| V.P. - MEDIA RELATIONS | 35.00 | $169,526 | $0 | $79,256 | Yes (X) | |||
| JAMES LYNCH | ||||||||
| SVP - RESEARCH & EDUC. | 35.00 | $304,718 | $0 | $38,382 | Yes (X) | |||
| MICHEL LEONARD | ||||||||
| VP & SENIOR ECONOMIST | 35.00 | $190,522 | $0 | $21,408 | Yes (X) | |||
| JENNIFER HA | ||||||||
| HEAD OF EDITORIAL & PUBLICATIONS | 35.00 | $172,666 | $0 | $36,468 | Yes (X) | |||
| JAMES BALLOT | ||||||||
| SENIOR ADVISOR - STRATEGIC | 35.00 | $157,075 | $0 | $27,519 | Yes (X) | |||
| JANET RUIZ | ||||||||
| STRATEGIC COMMUNICATION DIRECTOR | 35.00 | $120,391 | $0 | $4,439 | Yes (X) | |||
| CHI WAI LIMA | ||||||||
| CREATIVE DIRECTOR | 35.00 | $136,600 | $0 | $14,774 | Yes (X) | |||
| MARIA SASSIAN | ||||||||
| RESEARCH MANAGER | 35.00 | $127,948 | $0 | $14,671 | Yes (X) | |||
| DEENA SMELL | ||||||||
| MEMBERSHIP DIRECTOR | 35.00 | $127,948 | $0 | $7,968 | Yes (X) | |||
| SHORNA LEWIS | ||||||||
| OPERATIONS DIRECTOR | 35.00 | $128,600 | $0 | $93,845 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,619,900 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $626,066 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COBURN COMMUNICATIONS | |||||
| 130 W 42ND ST STE 950 | NEW YORK | NY | 10036 | PUBLIC AFFAIRS CONSULANT | $383,250 |
| WHOLECROWD | |||||
| 2000 DUKE ST | ALEXANDRIA | VA | 22314 | PUBLIC AFFAIRS CONSULANT | $284,600 |
| HAMILTON PLACE STRATEGIES | |||||
| 805 15TH ST SUITE 200 | WASHINGTON | DC | 20005 | PUBLIC RELATIONS CONSULANT | $280,000 |
| BROAD BRANCH STRATEGIES | |||||
| 3504 MORRISON ST NW | WASHINGTON | DC | 20015 | PUBLIC RELATIONS CONSULANT | $120,000 |
| LPYM GROUP | |||||
| 2771 JT COFFMAN DR | CHAMPAIGN | IL | 61822 | COMMUNICATIONS CONSULTANT | $120,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 813920 | $8,269,466 | $8,269,466 |
| FORUM REG. FEES | 813920 | $169,218 | $169,218 |
| SUBSCRIBER SERVICES | 813920 | $166,000 | $166,000 |
| SALE OF PUBLICATIONS | 813920 | $55,436 | $55,436 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,660,120 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $185,022 | TotalRevenueColumnAmt |
| Exclusion | $185,022 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,789 | TotalRevenueColumnAmt |
| Exclusion | $21,789 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,472 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,472 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,472 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,871,403 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,664,592 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $206,811 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,906 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,907,820 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,317,255 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $553,078 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,765 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,135 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,481 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,312 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,839,870 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,263 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,098 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $531,725 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,445 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $556,758 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,577 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,532 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| JOINT INDUSTRY FORUM | $328,785 |
| SUBSCRIPTIONS AND DUES | $256,084 |
| PRINTING & PUBLICATIONS | $127,491 |
| BAD DEBTS | $17,500 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,778 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,400,658 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,652 | BOYAmt |
| EOY | $156,544 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,337,198 | BOYAmt |
| EOY | $7,195,674 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,297 | BOYAmt |
| EOY | $155,772 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $700,805 | BOYAmt |
| EOY | $418,347 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $448,550 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $273,219 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,039 | BOYAmt |
| EOY | $175,331 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,817,239 | BOYAmt |
| EOY | $4,655,457 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,944,007 | BOYAmt |
| EOY | $334,131 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,216,237 | BOYAmt |
| EOY | $13,091,256 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,844,164 | BOYAmt |
| EOY | $1,550,384 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,431 | BOYAmt |
| EOY | $198,756 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,235,439 | BOYAmt |
| EOY | $2,710,620 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,311,034 | BOYAmt |
| EOY | $4,459,760 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,905,203 | BOYAmt |
| EOY | $8,631,496 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,905,203 | BOYAmt |
| EOY | $8,631,496 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,216,237 | BOYAmt |
| EOY | $13,091,256 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,529,255 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $255,548 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,133 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,283 | DepreciationAmt |
| Book Value | $12,850 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $431,417 | OtherCostOrOtherBasisAmt |
| Depreciation | $268,936 | DepreciationAmt |
| Book Value | $162,481 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $175,331 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PENSION/POST RETIREMENT OBLIGATIONS | $2,396,335 |
| DEFERRED RENT | $314,285 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,710,620 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $9,126,951 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $255,548 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $255,548 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,871,403 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,871,403 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,400,658 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,400,658 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,400,658 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SEAN KEVELIGHAN | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $581,789 | $0 | $475,000 | $0 | $0 | $0 | $16,800 | $0 | $26,500 | $0 | $1,100,089 | $0 | $0 | $0 |
| LAURA FAVINGER | ||||||||||||||
| CHIEF ADMINISTRATIVE OFFICER | $226,214 | $0 | $147,500 | $0 | $0 | $0 | $16,800 | $0 | $10,932 | $0 | $401,446 | $0 | $0 | $0 |
| STEVEN WEISBART | ||||||||||||||
| SVP. & CHIEF ECONOMIST | $206,940 | $0 | $73,441 | $0 | $0 | $0 | $85,628 | $0 | $19,411 | $0 | $385,420 | $0 | $0 | $0 |
| MICHAEL BARRY | ||||||||||||||
| SVP - MEDIA RELATIONS | $210,522 | $0 | $62,500 | $0 | $0 | $0 | $85,628 | $0 | $25,637 | $0 | $384,287 | $0 | $0 | $0 |
| LORETTA WORTERS | ||||||||||||||
| V.P. - MEDIA RELATIONS | $123,808 | $0 | $45,718 | $0 | $0 | $0 | $71,962 | $0 | $7,294 | $0 | $248,782 | $0 | $0 | $0 |
| JAMES LYNCH | ||||||||||||||
| SVP - RESEARCH & EDUC. | $212,843 | $0 | $91,875 | $0 | $0 | $0 | $12,738 | $0 | $25,644 | $0 | $343,100 | $0 | $0 | $0 |
| MICHEL LEONARD | ||||||||||||||
| VP & SENIOR ECONOMIST | $170,522 | $0 | $20,000 | $0 | $0 | $0 | $10,650 | $0 | $10,758 | $0 | $211,930 | $0 | $0 | $0 |
| JENNIFER HA | ||||||||||||||
| HEAD OF EDITORIAL & PUBLICATIONS | $140,133 | $0 | $32,533 | $0 | $0 | $0 | $10,931 | $0 | $25,537 | $0 | $209,134 | $0 | $0 | $0 |
| JAMES BALLOT | ||||||||||||||
| SENIOR ADVISOR - STRATEGIC | $132,150 | $0 | $24,925 | $0 | $0 | $0 | $9,731 | $0 | $17,788 | $0 | $184,594 | $0 | $0 | $0 |
| CHI WAI LIMA | ||||||||||||||
| CREATIVE DIRECTOR | $115,561 | $0 | $21,039 | $0 | $0 | $0 | $8,073 | $0 | $6,701 | $0 | $151,374 | $0 | $0 | $0 |
| SHORNA LEWIS | ||||||||||||||
| OPERATIONS DIRECTOR | $113,229 | $0 | $15,371 | $0 | $0 | $0 | $76,114 | $0 | $17,731 | $0 | $222,445 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | SPOUSAL TRAVEL IS REQUIRED FOR SPECIFIC CONFERENCES DURING THE YEAR IN CONNECTION WITH THE PERFORMANCE OF OFFICERS' DUTIES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS 2 CLASSES OF MEMBERS - REGULAR MEMBERS AND ASSOCIATE MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | AT THE ANNUAL MEETING AT WHICH DIRECTORS ARE TO BE ELECTED, THE MEMBERS SHALL VOTE UPON AND SELECT THE MEMBER COMPANIES WHOSE RESPECTIVE REPRESENTATIVES WILL SERVE ON THE BOARD OF DIRECTORS. UPON BEING SO SELECTED, EACH SUCH SELECTED MEMBER COMPANY SHALL DESIGNATE ONE OF ITS OFFICERS (OR OTHER REPRESENTATIVE) TO SERVE AS A DIRECTOR OF THE CORPORATION, AND ALL OF SUCH INDIVIDUALS SHALL BE DEEMED TO HAVE BEEN ELECTED BY THE MEMBERS TO SERVE ON THE CORPORATION'S BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | EACH MEMBER SHALL BE ENTITLED TO ONE VOTE ON ANY CORPORATE ACTION TO BE TAKEN BY VOTE OF THE MEMBERS. ASSOCIATE MEMBERS SHALL NOT BE ENTITLED TO VOTE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE CHIEF EXECUTIVE OFFICER AND ACCOUNTING MANAGER REVIEW THE FORM 990, AND THEN A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12 | THE INSTITUTE HAS A WRITTEN CONFLICT OF INTEREST POLICY. UNDER THE POLICY, ANY POTENTIAL CONFLICTS WILL BE REQUIRED TO BE BROUGHT TO THE ATTENTION OF MANAGEMENT AND THE BOARD TO BE DISCUSSED, APPROVED AND VOTED ON BY THE BOARD, AS APPROPRIATE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PRESIDENT AND THE BOARD USE FORMAL SALARY COMPARABILITY MEASURES TO DETERMINE THE PRESIDENT'S SALARY AND BONUS AS WELL AS THOSE OF THE OTHER OFFICERS AND EMPLOYEES. COMPARABILITY INFORMATION INCLUDES COMPENSATION HISTORY OF THE PREVIOUS PRESIDENT AND OTHER OFFICERS AND KEY EMPLOYEES, AS WELL AS OTHER TRADE ASSOCIATIONS' FORM 990 FOR COMPARABLE POSITIONS. ALL SALARIES ARE APPROVED BY THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE INSTITUTE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | OTHER CONSULTANTS 771,764. COMMUNICATION CONSULTANTS 326,220. OUTREACH CONSULTANTS 512,363. PUBLIC AFFAIRS CONSULTANTS 229,523. |
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