2017-02-01T15:38:03-06:00 2016-06-30 561304727 BLACKMAN & SLOOP CPAS PA 1414 RALEIGH RD SUITE 300 CHAPEL HILL NC 27517 990 2015-07-01 561526114 INSURANCE ACCOUNTING AND SYSTEMS ASSOCIATION INC INSU 9194890991 PO BOX 51340 DURHAM NC 27717 JOSEPH POMILIA EXECUTIVE DIRECTOR 9194890991 2017-01-18 1 ANDREA WOODELL EASON P00361629 9199428700 2015 2021-01-29 14:40:06Z JOSEPH POMILIA PO BOX 51340 DURHAM NC 27717 4186820 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. 10 10 10 175 54053 0 0 0 3904841 4018938 21845 83183 87236 38162 4013922 4140283 8750 9650 0 0 1099644 1210417 0 0 0 2862799 2698681 3971193 3918748 42729 221535 3523684 3376177 1593112 1271713 1930572 2104464 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 1886967 9650 1725768 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 ENVIROMENT. THE ATTENDANCE AT OUR 2016 ANNUAL CONFERENCE WAS STRONG, WITH AN ATTENDANCE OF OVER 1,500. OUR EXECUTIVE ROUNDTABLES HAD A TOTAL OF 555 ATTENDEES. 1886967 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 12 0 1 10 1 1 1 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 X JOSEPH P POMILIA 9194890991 PO BOX 51340 DURHAM NC 27717 LINDA PAOLUCCI MEMBER-AT-LARGE 1.00 X 0 0 0 ANIL CHACKO MEMBER-AT-LARGE 1.30 X 0 0 0 MIGUEL EDWARDS MEMBER-AT-LARGE 0.80 X 0 0 0 LAURIE MACKLOSKY MEMBER-AT-LARGE 1.50 X 0 0 0 DARBY O'NEILL MEMBER-AT-LARGE 3.50 X 0 0 0 TIM MORGAN PRESIDENT 10.00 X X 0 0 0 ROD TRAVERS PRESIDENT ELECT 0.80 X X 0 0 0 CARLOS CORREA CIO 2.50 X X 0 0 0 TOM EWBANK CFO 5.30 X X 0 0 0 FORREST MILLS CHAIR 6.00 X X 0 0 0 JOE POMILIA EXECUTIVE DIRECTOR 40.00 X 206249 0 36422 MARGARET MCKEON VP OF CONFERENCE 40.00 X 139758 0 17091 CHUCK GUNKEL VP OF BUSINESS DEVELOPMENT 40.00 X 123472 0 18109 469479 0 71622 3 0 1 0 MGM RESORTS INTERNATIONAL 3799 LAS VEGAS BLVD S LAS VEGAS NV 89109 EVENT HOSTING 728209 FREEMAN EXPO CENTER 3201 E HOUSTON ST SAN ANTONIO TX 78219 EVENT HALL 393510 WASHINGTON SPEAKERS BUREAU 1663 PRINCE STREET ALEXANDRIA VA 22314 EVENT SPEAKERS 200262 BIG SPEAK 23 SOUTH HOPE AVENUE SANTA BARBARA CA 93105 EVENT SPEAKERS 125375 MARRIOTT INTERNATIONAL 10400 FERNWOOD ROAD BETHESDA MD 20817 EVENT HOSTING 123804 6 EXHIBIT FEES 611710 1430245 1430245 REGISTRATION FEES 611710 1016540 1016540 CONFERENCE SPONSORSHIPS 611710 846565 846565 MEMBERSHIP DUES 611710 641393 641393 HOTEL REBATES 611710 65980 65980 18215 18215 4018938 83441 83441 5856 6114 -258 -258 -258 24063 40423 -16360 -16360 ADVERTISING SALES 541800 54053 54053 MISCELLANEOUS 611710 469 469 54522 4140283 1725768 54053 2360462 9650 9650 619343 619343 418351 418351 18752 18752 82551 82551 71420 71420 198637 51980 146657 14705 7690 7015 62573 23343 39230 43354 23070 20284 126786 34628 92158 87748 12716 75032 1598140 1416778 181362 29874 29874 25140 9681 15459 EQUIPMENT RENTAL 190943 153091 37852 BANK CHARGES 90879 90879 PRINTING 90878 59080 31798 GIFTS, PRIZES, & AWARDS 62390 49309 13081 76634 35951 40683 3918748 1886967 2031781 0 1212503 1099416 320925 121529 3420 40554 16598 11764 81003 32802 449043 388208 80631 60835 1807982 2008927 622 350 3523684 3376177 1268519 834738 324593 436975 1593112 1271713 X 1930572 2104464 1930572 2104464 3523684 3376177 221535 -47643 0 X X 0 1 X 1 0 X 1445240 1388761 1642648 1730879 1700211 7907739 2091607 2150826 2195696 2212876 2342790 10993795 3536847 3539587 3838344 3943755 4043001 18901534 0 59027 62753 77070 69432 101630 369912 59027 62753 77070 69432 101630 369912 18531622 36098 25117 9973 56549 83441 211178 36098 25117 9973 56549 83441 211178 90815 60240 54963 58005 264023 3059 2910 2080 10424 938 19411 3666819 3627854 3905360 4068733 4127380 19396146 0.95540 0.95150 0.01090 0.00900 X 113651 87165 26486 174058 148115 25943 161334 152928 8406 60835 4172040 -47643 79400 31757 4140283 0 4140283 3998148 79400 79400 3918748 0 3918748 1 SCHOLARSHIPS 15 9650 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 2016. X X X 0 0 0 0 0 0 0 0 0 JOE POMILIA EXECUTIVE DIRECTOR 179074 0 27175 0 0 0 9452 0 26970 0 242671 0 0 0 MARGARET MCKEON VP OF CONFERENCE 99873 0 39885 0 0 0 6282 0 10809 0 156849 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 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, PART XII, LINE 2C: THE AUDIT COMMITTEE HAS OVERSIGHT OVER THE AUDIT. THIS HAS NOT CHANGED FROM THE PREVIOUS YEAR. 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 2291 DURHAM NC 277022291 636067333 INSURANCE INDUSTRY NC 501(C)(6) 0 CENTRAL ILLINOIS CHAPTER 1701 N TOWANDA AVENUE BLOOMINGTON IL 617022020 510142746 INSURANCE INDUSTRY IL 501(C)(6) 0 GEORGIA CHAPTER 1904 LELAND DRIVE MARIETTA GA 30067 586075257 INSURANCE INDUSTRY GA 501(C)(6) 0 INDIANA CHAPTER 110 MAPLECREST DRIVE CARMEL IN 46033 356202606 INSURANCE INDUSTRY IN 501(C)(6) 0 LAND-O LAKES CHAPTER 802 AMERPRISE FINANCIAL CENTER MINNEAPOLIS MN 55474 416079374 INSURANCE INDUSTRY MN 501(C)(6) 0 SOUTHERN CALIFORNIA 801 N BRAND BLVD GLENDALE CA 91203 956225353 INSURANCE INDUSTRY CA 501(C)(6) 0 METRO NEW YORKNEW JERSEY 5 TIMES SQUARE NEW YORK NY 100366530 911825904 INSURANCE INDUSTRY NY 501(C)(6) 0 MICHIGAN CHAPTER 6732 MICHAEL DRIVE TROY MI 48098 386158193 INSURANCE INDUSTRY MI 501(C)(6) 0 MID-ATLANTIC CHAPTER 801 LANCASTER AVENUE DEVON PA 193331305 232036151 INSURANCE INDUSTRY PA 501(C)(6) 0 MID-SOUTH CHAPTER PO BOX 717 FRANKFORT KY 406020717 621770271 INSURANCE INDUSTRY MS 501(C)(6) 0 MIDWEST CHAPTER 7505 NW TIFFANY SPRINGS PKWY SUITE KANSAS CITY MO 64153 476058063 INSURANCE INDUSTRY MO 501(C)(6) 0 NORTHEASTERN CHAPTER 175 BERKLEY STREET MS-03-B BOSTON MA 021165066 046196034 INSURANCE INDUSTRY MA 501(C)(6) 0 NORTHERN CALIFORNIA 560 DAVIS STREET SAN FRANCISCO CA 941111974 946187810 INSURANCE INDUSTRY CA 501(C)(6) 0 OHIO CHAPTER 41 SOUTH HIGH STREET COLUMBUS OH 43215 316086017 INSURANCE INDUSTRY OH 501(C)(6) 0 PACFIC NORTHWEST CHAPTER 325 EASTLAKE AVENUE E SEATTLE WA 981095407 237388720 INSURANCE INDUSTRY WA 501(C)(6) 0 ROCKY MOUNTAIN CHAPTER - INACTIVE 555 SEVENTEENTH STREET SUITE 3600 DENVER CO 80202 846061197 INSURANCE INDUSTRY CO 501(C)(6) 0 SOUTH FLORIDA CHAPTER 11222 QUAIL ROOST DRIVE MIAMI FL 331576543 650319518 INSURANCE INDUSTRY FL 501(C)(6) 0 SOUTHERNWESTERN OHIO 400 BROADWAY CINCINNATI OH 452023312 311196034 INSURANCE INDUSTRY OH 501(C)(6) 0 ST LOUIS CHAPTER ONE PREMIER DRIVE ST LOUIS MO 632022989 436100275 INSURANCE INDUSTRY MO 501(C)(6) 0 SUNSHINE CHAPTER 700 SPRINGS FOREST RD SUITE 115 RALEIGH NC 276099124 592207185 INSURANCE INDUSTRY FL 501(C)(6) 0 TEXAS CHAPTER 5757 ALPHA ROAD SUITE 622 DALLAS TX 75240 746107091 INSURANCE INDUSTRY TX 501(C)(6) 0 UTAH CHAPTER 2121 S STATE STREET SALT LAKE CITY UT 84115 870330765 INSURANCE INDUSTRY UT 501(C)(6) 0 WISCONSIN CHAPTER 501 W MICHIGAN MILWAUKEE WI 532032706 391269842 INSURANCE INDUSTRY WI 501(C)(6) 0 DESERT STATES CHAPTER 1850 N CENTRAL AVENUE SUITE 400 PHOENIX AZ 85004 860917092 INSURANCE INDUSTRY AZ 501(C)(6) 0 GREATER CHICAGO CHAPTER 10 SOUTH RIVERSIDE PLAZA SUITE 900 CHICAGO IL 606063770 366212585 INSURANCE INDUSTRY IL 501(C)(6) 0 HAWAII CHAPTER - INACTIVE 3511 SHANNON ROAD SUITE 160 DURHAM NC 27707 996015777 INSURANCE INDUSTRY HI 501(C)(6) 0 OKLAHOMA CHAPTER - INACTIVE 3511 SHANNON ROAD SUITE 160 DURHAM NC 27707 736182819 INSURANCE INDUSTRY OK 501(C)(6) 0 TAMPA BAY - INACTIVE 201 EAST KENNEDY BOULEVARD TAMPA FL 33602 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 559906 LOCAL CHAPTERS OF THE INSURANCE ACCOUNTING AND SYSTEMS ASSOCIATION S 526379