INSURANCE ACCOUNTING & SYSTEMS ASSOCIATION INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- INSURANCE ACCOUNTING & SYSTEMS ASSOCIATION INC (EIN 56-1526114)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-12-12
- IRS object ID
- 201443469349300709
- Schema version
- 2013v3.0
- 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 | 2014-12-12T09:46:11-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561304727 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLACKMAN & SLOOP CPAS PA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1414 RALEIGH RD SUITE 300 | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 27517 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561526114 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSURANCE ACCOUNTING AND SYSTEMS ASSOCIATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INSU | BusinessNameControlTxt |
| Phone | 9194890991 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 51340 | AddressLine1 |
| City | DURHAM | City |
| State | NC | State |
| ZIP Code | 27717 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH POMILIA | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9194890991 | PhoneNum |
| Signature | 2014-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREA WOODELL EASON | PreparerPersonNm |
| PTIN | P00361629 | PTIN |
| Phone | 9199428700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOSEPH POMILIA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 51340 | AddressLine1 |
| City | DURHAM | City |
| State | NC | State |
| ZIP Code | 27717 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,905,360 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | IASA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF IASA IS TO INITIATE, ENABLE AND FACILITATE THE EXCHANGE OF EDUCATIONAL INFORMATION, BEST PRACTICES AND INNOVATIVE IDEAS AMONG INSURANCE RELATED PROFESSIONALS TO ENHANCE THE EFFECTIVENESS OF THESE INDIVIDUALS, THEIR EMPLOYERS AND THE INSURANCE INDUSTRY AS A WHOLE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 175 | TotalVolunteersCnt |
| Total Gross UBI | $54,963 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,473,930 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,773,614 | CYProgramServiceRevenueAmt |
| PY Investment Income | $25,117 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,973 | CYInvestmentIncomeAmt |
| PY Other Revenue | $118,154 | PYOtherRevenueAmt |
| CY Other Revenue | $72,580 | CYOtherRevenueAmt |
| PY Total Revenue | $3,617,201 | PYTotalRevenueAmt |
| CY Total Revenue | $3,856,167 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $15,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,074,056 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,077,594 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,463,799 | PYOtherExpensesAmt |
| CY Other Expenses | $2,628,000 | CYOtherExpensesAmt |
| PY Total Expenses | $3,552,855 | PYTotalExpensesAmt |
| CY Total Expenses | $3,716,094 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $64,346 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $140,073 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,268,587 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,768,566 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,520,817 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $880,723 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,747,770 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,887,843 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF IASA IS TO INITIATE, ENABLE AND FACILITATE THE EXCHANGE OF EDUCATIONAL INFORMATION, BEST PRACTICES AND INNOVATIVE IDEAS AMONG INSURANCE RELATED PROFESSIONALS TO ENHANCE THE EFFECTIVENESS OF THESE INDIVIDUALS, THEIR EMPLOYERS AND THE INSURANCE INDUSTRY AS A WHOLE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,866,684 | ExpenseAmt |
| Grant | $10,500 | GrantAmt |
| Revenue | $1,593,455 | RevenueAmt |
| Desc | 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 2014 ANNUAL CONFERENCE WAS STRONG. CONFERENCE TOTAL WAS 1,580 ATTENDEES. OUR EXECUTIVE ROUNDTABLES HAD A TOTAL OF 543 ATTENDEES. | Desc |
| Total Program Service Expenses | $1,866,684 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | 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 | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | 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 |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH P POMILIA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9194890991 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 51340 | AddressLine1 |
| City | DURHAM | City |
| State | NC | State |
| ZIP Code | 27717 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| TOM EWBANK | |||||||
| CFO | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH MERCIER | |||||||
| CHAIR | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOSEPH P POMILIA | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | Yes (X) | $181,482 | $0 | $36,110 | |
| FORREST MILLS JR | |||||||
| PRESIDENT | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARY ELLEN FREYERMUTH | |||||||
| CIO | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRIAN KEITH OLLECH | |||||||
| MEMBER-AT-LARGE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA ANNE PAOLUCCI | |||||||
| MEMBER-AT-LARGE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| LOUISE ZIEMANN | |||||||
| MEMBER-AT-LARGE | 13.00 | Yes (X) | $0 | $0 | $0 | ||
| REX BAGWELL | |||||||
| MEMBER-AT-LARGE | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| CELESKA FREDIANELLO | |||||||
| MEMBER-AT-LARGE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK F ROTH | |||||||
| VP - BUSINESS DVMT | 40.00 | $170,156 | $0 | $35,662 | Yes (X) | ||
| MARGARET M MCKEON | |||||||
| VP OF CONFERENCE | 40.00 | $122,680 | $0 | $16,744 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $474,318 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $88,516 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CENTERPLATE | |||||
| 1111 WEST HARBOR DRIVE | SAN DIEGO | CA | 92101 | CATERING SERVICES | $427,906 |
| FREEMAN AUDIO VISUAL | |||||
| 9260 W 55TH STREET | MCCOOK | IL | 60525 | EQUIPMENT RENTAL | $288,078 |
| THE HARRY WALKER AGENCY INC | |||||
| 355 LEXINGTON AVENUE 21ST FLOOR | NEW YORK | NY | 10017 | CONFERENCE SPEAKER | $235,000 |
| VISUAL AIDS | |||||
| 12910 CLOVERLEAF CENTER DRIVE | GERMANTOWN | MD | 20874 | EQUIPMENT RENTAL | $179,008 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| EXHIBIT RENTALS | 611710 | $1,354,644 | $1,354,644 | |
| REGISTRATION FEES | 611710 | $915,766 | $915,766 | |
| SPONSORSHIPS | 611710 | $841,052 | $841,052 | |
| MEMBERSHIP DUES | 611710 | $583,784 | $583,784 | |
| PUBLICATIONS | 611710 | $9,547 | $9,547 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $68,821 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $68,821 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,773,614 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,973 | TotalRevenueColumnAmt |
| Exclusion | $9,973 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $64,730 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $49,193 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,537 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,537 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| ADVERTISING SALES | 541800 | $54,963 | $54,963 | |
| MISCELLANEOUS INCOME-INT'L OFFICE | 611710 | $1,136 | $1,136 | |
| MISCELLANEOUS INCOME-INT'L OFFICE | 611710 | $864 | $864 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $80 | TotalRevenueColumnAmt |
| Exclusion | $80 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $57,043 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,856,167 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,593,455 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $54,963 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,207,749 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,500 | TotalAmt |
| Program Services | $10,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,886 | TotalAmt |
| Management And General | $231,886 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $662,858 | TotalAmt |
| Management And General | $662,858 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,954 | TotalAmt |
| Management And General | $28,954 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,545 | TotalAmt |
| Management And General | $98,545 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,351 | TotalAmt |
| Management And General | $55,351 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,684 | TotalAmt |
| Management And General | $5,684 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,482 | TotalAmt |
| Program Services | $53,184 | ProgramServicesAmt |
| Management And General | $103,298 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,655 | TotalAmt |
| Program Services | $10,355 | ProgramServicesAmt |
| Management And General | $2,300 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,286 | TotalAmt |
| Program Services | $1,472 | ProgramServicesAmt |
| Management And General | $19,814 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,217 | TotalAmt |
| Program Services | $65,033 | ProgramServicesAmt |
| Management And General | $91,184 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,128 | TotalAmt |
| Program Services | $13,102 | ProgramServicesAmt |
| Management And General | $106,026 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,339,944 | TotalAmt |
| Program Services | $1,159,355 | ProgramServicesAmt |
| Management And General | $180,589 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,538 | TotalAmt |
| Management And General | $21,538 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,687 | TotalAmt |
| Management And General | $20,687 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PRODUCTION | $258,125 | $258,125 | |
| EQUIPMENT RENTAL | $193,704 | $144,775 | $48,929 |
| PRINTING | $90,095 | $62,358 | $27,737 |
| BANK CHARGES | $85,807 | $85,807 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,648 | TotalAmt |
| Program Services | $88,425 | ProgramServicesAmt |
| Management And General | $58,223 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,716,094 | TotalAmt |
| Program Services | $1,866,684 | ProgramServicesAmt |
| Management And General | $1,849,410 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,499 | BOYAmt |
| EOY | $150,705 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,269,516 | BOYAmt |
| EOY | $2,029,158 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,925 | BOYAmt |
| EOY | $15,681 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,207 | BOYAmt |
| EOY | $18,937 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,193 | BOYAmt |
| EOY | $58,869 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $477,570 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $382,373 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,228 | BOYAmt |
| EOY | $95,197 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $722,019 | BOYAmt |
| EOY | $400,019 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,268,587 | BOYAmt |
| EOY | $2,768,566 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,112,740 | BOYAmt |
| EOY | $583,525 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $408,077 | BOYAmt |
| EOY | $297,198 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,520,817 | BOYAmt |
| EOY | $880,723 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,747,770 | BOYAmt |
| EOY | $1,887,843 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,747,770 | BOYAmt |
| EOY | $1,887,843 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,268,587 | BOYAmt |
| EOY | $2,768,566 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $140,073 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,328,476 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,346,307 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,445,240 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,388,761 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,642,648 | CurrentTaxYearAmt |
| Total | $7,151,432 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,600,972 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,946,287 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,091,607 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,150,826 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,195,696 | CurrentTaxYearAmt |
| Total | $9,985,388 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,929,448 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,292,594 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,536,847 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,539,587 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,838,344 | CurrentTaxYearAmt |
| Total | $17,136,820 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,006 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $85,899 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $59,027 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62,753 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $77,070 | CurrentTaxYearAmt |
| Total | $314,755 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,006 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $85,899 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $59,027 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62,753 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $77,070 | CurrentTaxYearAmt |
| Total | $314,755 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $16,822,065 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50,356 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,438 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,098 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,117 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,973 | CurrentTaxYearAmt |
| Total | $162,982 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50,356 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,438 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,098 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,117 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,973 | CurrentTaxYearAmt |
| Total | $162,982 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $90,990 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $99,034 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $90,815 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,240 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,963 | CurrentTaxYearAmt |
| Total | $396,042 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,968 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,592 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,059 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,910 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,080 | CurrentTaxYearAmt |
| Total | $19,609 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,079,762 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,435,658 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,666,819 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,627,854 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,905,360 | CurrentTaxYearAmt |
| Total | $17,715,453 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.94960 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96050 | PublicSupportPY509Pct |
| Investment Income CY | 0.00920 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01380 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $113,651 | OtherCostOrOtherBasisAmt |
| Depreciation | $78,690 | DepreciationAmt |
| Book Value | $34,961 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $363,919 | OtherCostOrOtherBasisAmt |
| Depreciation | $303,683 | DepreciationAmt |
| Book Value | $60,236 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $95,197 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CERTIFICATES OF DEPOSIT | Desc |
| Book Value | $400,019 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $400,019 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,965,266 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $109,099 | OtherRevenueAmt |
| Revenue Not Reported | $109,099 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,856,167 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,856,167 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,825,193 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $109,099 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $109,099 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,716,094 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,716,094 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | UNDER THE STATUTE OF LIMITATIONS, THE FEDERAL INFORMATIONAL AND STATE INCOME TAX RETURNS OF THE ASSOCIATION FOR THE YEARS ENDED JUNE 30, 2012 THROUGH 2014 ARE SUBJECT TO EXAMINATION BY THE U.S. INTERNAL REVENUE SERVICE. MANAGEMENT EVALUATED TAX POSITIONS FOR THE YEARS ENDED JUNE 30, 2012 THROUGH 2014 TAX RETURNS, AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS, AND BELIEVES THERE IS NO INCOME TAX EFFECT ON THE FINANCIAL STATEMENTS. THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. THE ASSOCIATION EARNS REVENUE FROM ADVERTISEMENTS PLACED IN THE ASSOCIATION'S PUBLICATIONS WHICH IS CONSIDERED UNRELATED BUSINESS INCOME AND IS SUBJECT TO TAX. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | NONCASH SPONSORSHIPS 109,099. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | NONCASH SPONSORSHIPS 109,099. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 7 | RecipientCnt |
| Cash Grant | $10,500 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, QUESTION 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 JUNE 8, 2014. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOSEPH P POMILIA | ||||||||||||||
| EXECUTIVE DIRECTOR | $163,482 | $0 | $18,000 | $0 | $0 | $0 | $9,074 | $0 | $27,036 | $0 | $217,592 | $0 | $0 | $0 |
| MARK F ROTH | ||||||||||||||
| VP - BUSINESS DVMT | $66,188 | $0 | $103,968 | $0 | $0 | $0 | $8,508 | $0 | $27,154 | $0 | $205,818 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 | BYLAWS AND BOARD POLICIES ARE PROVIDED ON THE IASA WEBSITE. FINANCIAL STATEMENTS, ONCE AUDITED, ARE DISTRIBUTED TO OUR MEMBERS AND POSTED TO THE WEBSITE. CONFLICT OF INTEREST POLICY AND FORMS ARE MAINTAINED AT OUR HOME OFFICE. |
| AUDIT COMMITTEE | THE AUDIT COMMITTEE HAS OVERSIGHT OVER THE AUDIT AND THERE HAVE BEEN NO CHANGES. |
| 990 PAGE 1 LINE H | 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (28 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| 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 - INACTIVE | ||||||||
| 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 | ||||||||
| 201 EAST KENNEDY BOULEVARD | TAMPA | FL | 33602 | 911825961 | INSURANCE INDUSTRY | FL | 501(C)(6) | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| LOCAL CHAPTERS OF THE INSURANCE ACCOUNTING AND SYSTEMS ASSOCIATION | |
| R | $491,376 |
| LOCAL CHAPTERS OF THE INSURANCE ACCOUNTING AND SYSTEMS ASSOCIATION | |
| S | $538,845 |
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