2017-11-07T15:48:40-06:00 2017-06-30 561304727 BLACKMAN & SLOOP CPAS PA 1414 RALEIGH RD SUITE 300 CHAPEL HILL NC 27517 990 2016-07-01 561526114 INSURANCE ACCOUNTING AND SYSTEMS ASSOCIATION INC INSU 9194890991 PO BOX 51340 DURHAM NC 27717 JOSEPH POMILIA EXECUTIVE DIRECTOR 9194890991 2017-10-27 1 ANDREA WOODELL EASON P00361629 9199428700 45.20.211.133 2017-10-27 13:15:27 ED P 1A7FF29197F4156C424B2DF6CC9DB2EA49117B59 9773E411E2FD8AE27170C683EDACF1C4DD3AA95F 2016 2018-03-14 21:41:22Z JOSEPH POMILIA PO BOX 51340 DURHAM NC 27717 3969842 0 X IASA.ORG X 1994 NC THE MISSION OF IASA IS TO INITIATE AND FACILITATE THE EXCHANGE OF EDUCATIONAL INFORMATION AND IDEAS AMONG INSURANCE RELATED PROFESSIONALS TO ENHANCE THE EFFECTIVENESS OF THESE INDIVIDUALS, THEIR EMPLOYERS, AND THE FINANCIAL SERVICES INDUSTRY AS A WHOLE. 13 12 9 180 49072 0 0 0 4018938 3585608 83183 79446 38162 87083 4140283 3752137 9650 19550 0 0 1210417 1132067 0 0 0 2698681 2718934 3918748 3870551 221535 -118414 3376177 3813467 1271713 1726971 2104464 2086496 THE MISSION OF IASA IS TO INITIATE AND FACILITATE THE EXCHANGE OF EDUCATIONAL INFORMATION AND IDEAS AMONG INSURANCE RELATED PROFESSIONALS TO ENHANCE THE EFFECTIVENESS OF THESE INDIVIDUALS, THEIR EMPLOYERS, AND THE FINANCIAL SERVICES INDUSTRY AS A WHOLE. 0 0 1910079 19550 1540110 IASA IS AN EDUCATION ORGANIZATION AND AS SUCH OUR PRIMARY FOCUS IS PROVIDING A DIVERSE ARRAY OF OFFERINGS THAT SERVE OUR MEMBERSHIP, THE INDUSTRY AND ULTIMATELY THE INSURANCE BUYING PUBLIC. WE CONTINUE TO HAVE SUCCESS WITH OUR CORE EDUCATIONAL OFFERINGS AND ARE ADDING PROGRAMS THAT RESPOND TO THE CHANGING REGULATORY ENVIRONMENT. THE ATTENDANCE AT OUR 2017 ANNUAL CONFERENCE WAS STRONG, WITH AN ATTENDANCE OF OVER 1,381. OUR EXECUTIVE ROUNDTABLES HAD A TOTAL OF 479 ATTENDEES. 1910079 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 18 0 1 9 1 1 1 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 NC X JOSEPH P POMILIA 9194890991 PO BOX 51340 DURHAM NC 27717 ANIL CHACKO MEMBER-AT-LARGE 0.25 X 0 0 0 MIGUEL EDWARDS MEMBER-AT-LARGE 0.25 X 0 0 0 DARBY O'NEILL MEMBER-AT-LARGE 3.37 X 0 0 0 TOM EWBANK MEMBER-AT-LARGE 3.00 X 0 0 0 ANNETTE DEVINE MEMBER-AT-LARGE 1.00 X 0 0 0 RAY HAZEL MEMBER-AT-LARGE 2.00 X 0 0 0 MARGARET HORN MEMBER-AT-LARGE 3.50 X 0 0 0 TIM MORGAN CHAIR 6.00 X X 0 0 0 ROD TRAVERS PRESIDENT 1.00 X X 0 0 0 CARLOS CORREA CIO 3.00 X X 0 0 0 JOE POMILIA EXECUTIVE DIRECTOR 40.00 X X 204729 0 25933 CELESKA FREDIANELLI PRESIDENT ELECT 3.00 X X 0 0 0 BEECH TURNER CFO 0.25 X X 0 0 0 MARGARET MCKEON VP OF CONFERENCE 40.00 X 149953 0 18253 EUGENE CHARLES GUNKEL VP OF BUSINESS DEVELOPMENT 40.00 X 160929 0 21980 515611 0 66166 3 0 1 0 THE RK GROUP PO BOX 1361 SAN ANTONIO TX 78295 EVENT HOTEL 402908 FREEMAN PO BOX 650519 DALLAS TX 75265 EVENT AV 342161 BIG SPEAK 23 SOUTH HOPE AVENUE SANTA BARBARA CA 93105 EVENT SPEAKERS 199125 WASHINGTON SPEAKERS BUREAU 1663 PRINCE ST ALEXANDRIA VA 22314 EVENT SPEAKERS 122929 THE WESTIN RESORT 2 GRASSLAWN AVE HILTON HEAD ISLAND SC 29928 EVENT HOTEL 113043 8 EXHIBIT FEES 611710 1352773 1352773 REGISTRATION FEES 611710 846655 846655 CONFERENCE SPONSORSHIPS 611710 729450 729450 MEMBERSHIP DUES 611710 634950 634950 BUSINESS SHOW 611710 21250 21250 530 530 3585608 82615 82615 182123 185292 -3169 -3169 -3169 69138 32413 36725 36725 ADVERTISING SALES 541800 49072 49072 MISCELLANEOUS 611710 1286 1286 50358 3752137 1540110 49072 2162955 19550 19550 644391 644391 326784 326784 19828 19828 86484 86484 54580 54580 202671 49450 153221 39571 7767 31804 39354 1930 37424 26407 11250 15157 93153 3750 89403 89934 15577 74357 1708123 1513444 194679 28040 28040 29425 14190 15235 EQUIPMENT RENTAL 165417 140336 25081 BANK CHARGES 84780 84780 PRINTING 80372 61807 18565 POSTAGE 60299 29455 30844 71388 41573 29815 3870551 1910079 1960472 0 1099416 1382641 121529 4645 40554 0 11764 14263 32802 77886 463856 416248 60835 47608 2008927 2286424 350 0 3376177 3813467 834738 1353028 436975 373943 1271713 1726971 X 2104464 2086496 2104464 2086496 3376177 3813467 -118414 100446 0 X X 0 1 X 1 0 X 1388761 1642648 1730879 1700211 1572523 8035022 2150826 2195696 2212876 2342790 2082223 10984411 3539587 3838344 3943755 4043001 3654746 19019433 0 62753 77070 69432 101630 33156 344041 62753 77070 69432 101630 33156 344041 18675392 25117 9973 56549 83441 82615 257695 25117 9973 56549 83441 82615 257695 60240 54963 58005 0 173208 2910 2080 10424 938 1286 17638 3627854 3905360 4068733 4127380 3738647 19467974 0.95930 0.95540 0.01320 0.01090 X 113650 91403 22247 188872 163511 25361 161334 161334 0 47608 3904123 100446 51540 151986 3752137 0 3752137 3922091 51540 51540 3870551 0 3870551 1 SCHOLARSHIPS 20 19550 PART I, LINE 2: SCHOLARSHIPS ARE PAID DIRECTLY TO THE EDUCATIONAL INSTITUTION WHERE THE AWARD RECIPIENT IS ENROLLED OR HAS BEEN ACCEPTED TO ATTEND. SCHEDULE I, PART I, LINE 2: THE IASA SCHOLARSHIP WAS ESTABLISHED IN 2010 TO PROVIDE SCHOLARSHIPS TO STUDENTS PREPARING FOR A CAREER IN THE INSURANCE INDUSTRY. COLLEGE SCHOLARSHIPS ARE AWARDED TO INDIVIDUALS AT A SOPHOMORE LEVEL OR ABOVE WHO ARE ENROLLED IN A COLLEGE WITH AN INSURANCE PROGRAM, AND WHOSE COURSE OF STUDY IS WORKING TOWARD A DEGREE IN INFORMATION TECHNOLOGY, ACCOUNTING, OR RISK MANAGEMENT. THE SCHOLARSHIP WILL BE PAID DIRECTLY TO THE EDUCATIONAL INSTITUTION WHERE THE AWARD RECIPIENT IS ENROLLED OR HAS BEEN ACCEPTED TO ATTEND. PAYMENTS WERE MADE IN JULY 2017. X X X 0 0 0 0 0 0 0 0 0 JOE POMILIA EXECUTIVE DIRECTOR 176747 0 27982 0 0 0 10312 0 15621 0 230662 0 0 0 MARGARET MCKEON VP OF CONFERENCE 108758 0 41195 0 0 0 6988 0 11265 0 168206 0 0 0 EUGENE CHARLES GUNKEL VP OF BUSINESS DEVELOPMENT 139231 0 21698 0 0 0 6174 0 15806 0 182909 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, WHO REPORTS TO THE BOARD OF DIRECTORS ON THE 990 FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH OFFICER MUST REVIEW AND SIGN THE CONFLICT OF INTEREST FORM AND DISCLOSE ANY CONFLICTS THAT MIGHT EXIST. ALL CONFLICT OF INTEREST FORMS, ONCE SIGNED, ARE REVIEWED BY THE SECRETARY. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE, WHICH IS A SUBSET OF MEMBERS OF THE BOARD OF DIRECTORS, RECOMMENDS ALL COMPENSATION FOR TOP EXECUTIVES USING INDEPENDENT SALARY STUDIES AS A GUIDE. THE COMMITTEE ALSO ASSISTS IN CREATING PAY RANGES FOR OTHER STAFF MEMBERS. FORM 990, PART VI, SECTION C, LINE 19 IASA'S BYLAWS AND BOARD POLICIES ARE PUBLISHED ON THE IASA WEBSITE. ANNUAL FINANCIAL STATEMENTS, ONCE AUDITED, ARE DISTRIBUTED TO OUR MEMBERS AND POSTED ON THE WEBSITE AS WELL. THE CONFLICT OF INTEREST POLICY AND FORMS ARE MAINTAINED AT OUR HOME OFFICE. FORM 990, PAGE 1, LINE H(A): THIS TAX RETURN IS THE RETURN OF THE CENTRAL ORGANIZATION OF THE INSURANCE ACCOUNTING AND SYSTEMS ASSOCIATION, INC. AS REQUIRED UNDER THE PROVISIONS OF INTERNAL REVENUE CODE REGULATION SECTION 1.6033.2(D)(5)(I). LOCAL CHAPTERS OF THE ORGANIZATION FILE A GROUP RETURN UNDER FEIN 51-0220978 IF THE LOCAL CHAPTERS' REVENUES MEET THE THRESHOLD REQUIREMENT FOR FILING A 990. CAROLINA CHAPTER PO BOX 51340 DURHAM NC 27717 636067333 INSURANCE INDUSTRY NC 501(C)(6) 0 CENTRAL ILLINOIS CHAPTER PO BOX 51340 DURHAM NC 27717 510142746 INSURANCE INDUSTRY IL 501(C)(6) 0 GEORGIA CHAPTER PO BOX 51340 DURHAM NC 27717 586075257 INSURANCE INDUSTRY GA 501(C)(6) 0 INDIANA CHAPTER PO BOX 51340 DURHAM NC 27717 356202606 INSURANCE INDUSTRY IN 501(C)(6) 0 LAND-O LAKES CHAPTER PO BOX 51340 DURHAM NC 27717 416079374 INSURANCE INDUSTRY MN 501(C)(6) 0 SOUTHERN CALIFORNIA PO BOX 51340 DURHAM NC 27717 956225353 INSURANCE INDUSTRY CA 501(C)(6) 0 METRO NEW YORKNEW JERSEY PO BOX 51340 DURHAM NC 27717 911825904 INSURANCE INDUSTRY NY 501(C)(6) 0 MICHIGAN CHAPTER PO BOX 51340 DURHAM NC 27717 386158193 INSURANCE INDUSTRY MI 501(C)(6) 0 MID-ATLANTIC CHAPTER PO BOX 51340 DURHAM NC 27717 232036151 INSURANCE INDUSTRY PA 501(C)(6) 0 MID-SOUTH CHAPTER PO BOX 51340 DURHAM NC 27717 621770271 INSURANCE INDUSTRY MS 501(C)(6) 0 MIDWEST CHAPTER PO BOX 51340 DURHAM NC 27717 476058063 INSURANCE INDUSTRY MO 501(C)(6) 0 NORTHEASTERN CHAPTER PO BOX 51340 DURHAM NC 27717 046196034 INSURANCE INDUSTRY MA 501(C)(6) 0 NORTHERN CALIFORNIA PO BOX 51340 DURHAM NC 27717 946187810 INSURANCE INDUSTRY CA 501(C)(6) 0 OHIO CHAPTER PO BOX 51340 DURHAM NC 27717 316086017 INSURANCE INDUSTRY OH 501(C)(6) 0 PACIFIC NORTHWEST CHAPTER PO BOX 51340 DURHAM NC 27717 237388720 INSURANCE INDUSTRY WA 501(C)(6) 0 ROCKY MOUNTAIN CHAPTER PO BOX 51340 DURHAM NC 27717 846061197 INSURANCE INDUSTRY CO 501(C)(6) 0 SOUTH FLORIDA CHAPTER PO BOX 51340 DURHAM NC 27717 650319518 INSURANCE INDUSTRY FL 501(C)(6) 0 SOUTHERNWESTERN OHIO PO BOX 51340 DURHAM NC 27717 311196034 INSURANCE INDUSTRY OH 501(C)(6) 0 ST LOUIS CHAPTER PO BOX 51340 DURHAM NC 27717 436100275 INSURANCE INDUSTRY MO 501(C)(6) 0 SUNSHINE CHAPTER PO BOX 51340 DURHAM NC 27717 592207185 INSURANCE INDUSTRY FL 501(C)(6) 0 TEXAS CHAPTER PO BOX 51340 DURHAM NC 27717 746107091 INSURANCE INDUSTRY TX 501(C)(6) 0 UTAH CHAPTER PO BOX 51340 DURHAM NC 27717 870330765 INSURANCE INDUSTRY UT 501(C)(6) 0 WISCONSIN CHAPTER PO BOX 51340 DURHAM NC 27717 391269842 INSURANCE INDUSTRY WI 501(C)(6) 0 DESERT STATES CHAPTER PO BOX 51340 DURHAM NC 27717 860917092 INSURANCE INDUSTRY AZ 501(C)(6) 0 CHICAGOLAND CHAPTER PO BOX 51340 DURHAM NC 27717 366212585 INSURANCE INDUSTRY IL 501(C)(6) 0 TAMPA BAY PO BOX 51340 DURHAM NC 27717 911825961 INSURANCE INDUSTRY FL 501(C)(6) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 LOCAL CHAPTERS OF THE INSURANCE ACCOUNTING AND SYSTEMS ASSOCIATION R 470038 LOCAL CHAPTERS OF THE INSURANCE ACCOUNTING AND SYSTEMS ASSOCIATION S 491208