2012-08-06T07:25:44-05:00 2011-12-31 522057543 DROLET & ASSOCIATES PLLC 1901 L STREET NW 250 WASHINGTON DC 20036 990 2011-01-01 131952497 COUNCIL OF INSURANCE AGENTS AND BROKERS COUN 2027834400 701 PENNSYLVANIA AVENUE NW NO 750 WASHINGTON DC 200042608 KEN A CRERAR 2027834400 2012-07-24 1 MARK C THOMAS CPA P00362982 2028220717 2011 2016-02-24 21:20:13Z KEN A CRERAR 701 PENNSYLVANIA AVENUE NW NO 750 WASHINGTON DC 200042608 13413522 0 X WWW.CIAB.COM X 1913 DC THE COUNCIL PROMOTES THE INTERESTS OF ITS MEMBERS, WHO COMPRISE LEADING INSURANCE AGENCIES AND BROKERAGE FIRMS. 41 40 42 0 0 0 0 0 8621732 9035411 119454 -174116 -264411 -219380 8476775 8641915 0 0 0 0 3637941 3737784 0 0 0 4711897 5083273 8349838 8821057 126937 -179142 7010679 6216615 3942364 3036455 3068315 3180160 THE COUNCIL WAS ESTABLISHED TO PROMOTE THE INTERESTS OF ITS MEMBERS, WHO COMPRISE LEADING INSURANCE AGENCIES AND BROKERAGE FIRMS. 0 0 N/A 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 30 0 1 42 1 0 0 0 0 0 0 X 41 40 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 X THE ORGANIZATION 2027834400 701 PENNSYLVANIA AVENUE NW NO 750 WASHINGTON DC 200042608 DAVE E MCGURN 0.50 X X 0 0 0 ANDREW G CASSIDY 0.50 X X 0 0 0 JOHNNY PITTS 0.50 X X 0 0 0 STEVE L BROCKMEYER 0.50 X X 0 0 0 KEN A CRERAR 40.00 X X 600827 368249 55797 JAMES L BAILEY 0.30 X 0 0 0 MICHAEL W BATTLE 0.30 X 0 0 0 DAVID BECKER 0.30 X 0 0 0 SALVATORE BAZZI 0.30 X 0 0 0 ROBERT T CAWLEY 0.30 X 0 0 0 E R GRAHAM CLARKE 0.30 X 0 0 0 ROBERT COHEN 0.30 X 0 0 0 M STEVEN DECARLO 0.30 X 0 0 0 DIRK D DEJONG 0.30 X 0 0 0 JOHN W DOETZER 0.30 X 0 0 0 MARK DRUMMOND-BRADY 0.30 X 0 0 0 PHILIP J EDMUNDSON 0.30 X 0 0 0 DAVID L ESLICK 0.30 X 0 0 0 KENNETH L EWELL 0.30 X 0 0 0 BRUCE W FERGUSON 0.30 X 0 0 0 ROBERT M HARRISON 0.30 X 0 0 0 PAUL HERING 0.30 X 0 0 0 DANIEL D HITE 0.30 X 0 0 0 MARTIN P HUGHES 0.30 X 0 0 0 THOMAS A HUGHSTON 0.30 X 0 0 0 SCOTT R ISAACSON 0.30 X 0 0 0 ROBERT J KLONK 0.30 X 0 0 0 ERIC O LEAVITT 0.30 X 0 0 0 STANLEY D LOAR 0.30 X 0 0 0 JOHN L LUMELLEAU 0.30 X 0 0 0 NANCY M MELLARD 0.30 X 0 0 0 WARREN MULA 0.30 X 0 0 0 DAVID M PRUETT 0.30 X 0 0 0 GERALD J SULLIVAN 0.30 X 0 0 0 ALASTAIR SWIFT 0.30 X 0 0 0 JOHN J TALLARIDA 0.30 X 0 0 0 STEVEN JTOPEL 0.30 X 0 0 0 SCOTT E TROFHOLZ 0.30 X 0 0 0 JOHN L WATSON 0.30 X 0 0 0 BRIAN R WELCH 0.30 X 0 0 0 WILLIAM R WILKERSON IV 0.30 X 0 0 0 BENITA HARRISON-WICKLINE 40.00 X 95943 78500 34398 ALISON E JONES 40.00 X 149359 42127 34685 NICOLE L ALLEN 40.00 X 185804 9779 14200 JULIA G KRAMER 40.00 X 170640 30113 40744 JOEL R WOOD 40.00 X 392258 69221 43116 RICHARD G PULLEN 40.00 X 0 159249 30989 1594831 757238 253929 5 0 1 0 STEPTOE & JOHNSON LLP 1330 CONNECTICUT AVE NW WASHINGTON DC 20036 LEGAL SERVICES 1064364 A VISTA EVENTS LLC 11900 BALTIMORE AVE UNIT A BELTSVILLE MD 20705 CONFERENCE DECOR & ENTERTAINMENT 479470 THE BROADMOOR 15 LAKE CIRCLE COLORADO SPRINGS CO 80906 HOTEL SERVICES 340668 IN-STEAD INC 45 CARDINAL ROAD ROANOKE VA 24014 SPONSORSHIP CONSULTANT 319539 WASHINGTON SPEAKERS BUREAU 1663 PRINCE STREET ALEXANDRIA VA 22314 EVENT SPEAKER 225867 8 MEMBERSHIP DUES 900099 4134800 4134800 COUNCIL LEADERSHIP CIR 900099 2523941 2523941 LEADERSHIP FORUMS 900099 2334745 2334745 EDUCATION & SEMINARS 900099 41925 41925 9035411 114962 114962 4482529 4771607 -289078 -289078 -289078 MISCELLANEOUS INCOME 900099 19155 19155 LOSS FROM SUBSIDIARY 900099 -238535 -238535 -219380 8641915 8816031 0 -174116 745100 2399502 217790 228507 146885 403540 41242 246296 16314 378569 289414 143846 514761 221202 1954478 340627 40378 PRINTING & PUBLICATION 147740 MEMBERSHIP EXPENSES 129658 CONTRIBUTIONS 79000 BAD DEBT 45000 91208 8821057 514046 621622 2575315 2108137 298299 262313 330507 377517 2679119 1823741 1224503 855378 2339838 2502012 -271829 -510364 7010679 6216615 957433 959474 2089165 1362410 895766 714571 3942364 3036455 X 3068315 3180160 3068315 3180160 7010679 6216615 X -179142 290987 X X 0 1 1 X 0 0 0 1 4134800 781866 -32448 749418 702916 46502 1155201 749546 405655 1391737 1008753 382984 132181 65442 66739 855378 DEFERRED RENT 691988 SECURITY DEPOSITS ON SUBLEASES 22583 714571 8641915 8821057 -179142 290987 290987 111845 8916588 290987 290987 8625601 16314 16314 8641915 8804743 0 8804743 16314 16314 8821057 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: ACCOUNTING STANDARDS CODIFICATION 740, INCOME TAXES (ASC 740) REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE-LIKELY-THAN-NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. CIAB DOES NOT BELIEVE ITS CONSOLIDATED FINANCIAL STATEMENTS INCLUDE, OR REFLECT, ANY UNCERTAIN TAX POSITIONS. CIAB'S FEDERAL EXEMPT ORGANIZATION, AND PPI'S CORPORATION INCOME TAX RETURNS AND THE DISTRICT OF COLUMBIA'S CORPORATION FRANCHISE TAX RETURNS FOR FISCAL YEARS 2008, 2009 AND 2010 ARE SUBJECT TO EXAMINATION BY IRS AND THE GOVERNMENT OF THE DISTRICT OF COLUMBIA, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. X X X X X X 0 0 0 KEN A CRERAR 431687 264582 139500 85500 29640 18167 21266 13034 13328 8169 635421 389452 0 0 BENITA HARRISON-WICKLINE 95317 77988 550 450 76 62 12030 9843 6889 5636 114862 93979 0 0 ALISON E JONES 147362 41564 1950 550 47 13 21154 5966 5901 1664 176414 49757 0 0 NICOLE L ALLEN 173207 9116 12540 660 57 3 5697 300 7793 410 199294 10489 0 0 JULIA G KRAMER 158283 27932 12240 2160 117 21 23705 4183 10928 1928 205273 36224 0 0 JOEL R WOOD 339170 59853 25500 4500 27588 4868 29155 5145 7494 1322 428907 75688 0 0 RICHARD G PULLEN 0 154401 0 4590 0 258 0 22173 0 8816 0 190238 0 0 JOEL R WOOD X 150000 118671 0 1 1 KEN A CRERAR X 200000 143642 0 1 1 262313 ANN G STEADMAN FAMILY MEMBER OF GEORGE A. STEADMAN, FORMER MEMBER OF BOARD OF DIRECTORS. 319538 OWNER OF IN-STEAD, INC, WHICH IS A CONSULTANT TO DEVELOP AND IMPLEMENT PROGRAMS TO RAISE NON-DUES REVENUE FOR WHICH SHE RECEIVES A COMMISSION. 1 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE CLASS OF MEMBERS WITH VOTING RIGHTS. FORM 990, PART VI, SECTION A, LINE 7A THE EXECUTIVE COMMITTEE MAY EXERCISE THE POWERS OF THE BOARD OF DIRECTORS WHEN THE BOARD OF DIRECTORS IS NOT IN SESSION. ANY VACANCIES THAT MAY OCCUR ON THE BOARD OF DIRECTORS BY REASON OF DEATH, RESIGNATION,OR OTHER REASON MAY BE FILLED BY THE EXECUTIVE COMMITTEE FOR THE UNEXPIRED TERM. FORM 990, PART VI, SECTION A, LINE 7B THE ORGANIZATION HAS ONE CLASS OF MEMBERS WITH VOTING RIGHTS. EACH ACTIVE MEMBER FIRM SHALL APPOINT AND CERTIFY TO THE SECRETARY OF THE ORGANIZATION A PERSON TO BE ITS REPRESENTATIVE IN THE ORGANIZATION AND WHO SHALL REPRESENT, VOTE, AND ACT FOR THE MEMBER FIRM IN ALL AFFAIRS OF THE ORGANIZATION. THE OFFICERS AND BOARD OF DIRECTORS SHALL BE ELECTED ANNUALLY BY THE MEMBERSHIP OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS REVIEWED BY THE PRESIDENT, AND CHIEF FINANCIAL OFFICER AND PRESENTED TO THE OPERATIONAL OVERSIGHT COMMITTEE BEFORE FILING. THE OPERATIONAL OVERSIGHT COMMITTEE IS COMPRISED OF BOARD OF DIRECTOR MEMBERS AND REPORTS TO THE FULL BOARD REGARDING FORM 990 MATTERS. FORM 990, PART VI, SECTION B, LINE 12C THE COUNCIL REQUIRES DIRECTORS AND EMPLOYEES TO DISCLOSE ANNUALLY ANY INTEREST THAT COULD GIVE RISE TO A CONFLICT OF INTEREST AND THESE COMPLETED DOCUMENTS ARE REVIEWED AND RETAINED BY THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE REVIEWS AND APPROVES COMPENSATION BASED ON CURRENT ENVIRONMENT, COMPETITIVE MARKET AND THE REPORTS OF COMPENSATION CONSULTANT. FORM 990, PART VI, SECTION C, LINE 19 THE COUNCIL MAKES ITS ANNUAL REPORTS, GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AND ITS MEMBERS, UPON REQUEST OF SUCH DOCUMENTS BY MEMBERS AND THE PUBLIC. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 290,987. FORM 990, PART XII, LINE 2C THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. 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