2026-04-27T13:32:13-05:00 2025-12-31 591687531 PDR CPAS ADVISORS INC 4023 Tampa Road Suite 2000 Oldsmar FL 34677 990 2025-01-01 232049143 Insurance Institute for Business & Home Safety INSU 8037233600 5335 Richburg Road Richburg SC 29729 Roy Wright President / CEO 8037233600 2026-04-24 1 Mary Brown P01892845 7277854447 2025 2025-03-06 01:10:19Z Roy Wright 5335 Richburg Road Richburg SC 29729 45968212 0 X IBHS.org X 1977 IL IBHS conducts research to help protect homes and businesses against various causes of loss. 29 28 114 0 0 0 22328633 26277744 2665823 2329079 1010742 1587065 0 3216 26005198 30197104 0 60000 0 0 14003482 15649962 0 0 0 9279892 10102251 23283374 25812213 2721824 4384891 55913758 60894273 2591195 3363061 53322563 57531212 X IBHS shall be a technical, research, and communication organization whose mission is to deliver top-tier science and translate it into action so we can prevent avoidable suffering, strengthen our homes and businesses, inform the insurance industry, and support thriving communities. 0 0 11978827 384819 Research Center Projects: At its unique, world-class IBHS Research Center in South Carolina, IBHS conducts a variety of tests to examine the impact of wind, fire, hail and wind-driven water on both residential and commercial structures. Using transparent, objective research methodologies, this multi-faceted research approach includes full-scale testing of one- and two-story test specimens; physical testing of individual structural components and building systems; and evaluation of existing/potential test methods and metrics. Research Center staff coordinates and leverages its research resources through collaboration with other scientists and research organizations, trade groups, and manufacturers. 4568055 60000 1944260 FORTIFIED Programs: IBHS has developed and promulgated a set of science-based, hazard specific building design, repair and retrofitting standards for residential and commercial construction called the FORTIFIED program, a designation program. Wildfire Prepared: IBHS translates its wildfire research in a variety of ways, including media engagement, public policy engagement, live demonstrations, and developing and promulgating the Wildfire Prepared Program, a designation program based on a suite of mitigation actions designed to reduce the risk of home ignition. 2713542 Communications & Product Design: IBHS has robust communications capabilities that build upon and amplify the impact of our research capabilities. By translating technical research findings into guidance for homeowners and businesses and using a growing range of communications channels to reach a wide audience we seek to motivate action by educating stakeholders about practical and cost-effective ways to increase the resilience of both residential and commercial structures. Each year, IBHS creates a substantial amount of original data and related content. This information is communicated to the public directly and through IBHS Member companies, via the IBHS website and utilizing both digital and traditional media. Costs associated with this work all fall within the IBHS annual budget's personnel, printing, graphics, and IT expense items. No revenue is generated by this work. 19260424 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 29 0 1 114 1 0 0 0 0 0 0 0 0 0 0 X 29 28 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 SC X Pam Levenstone 8134614949 4775 E FOWLER AVE TAMPA FL 33617 Ryan Vigus Director - Chair 4.00 X X 0 0 0 Greg Pannhausen Director - Vice Chair 2.00 X X 0 0 0 Allen Anderson Director 2.00 X 0 0 0 Gavin Blair Director 2.00 X 0 0 0 Lucca Chin Director 2.00 X 0 0 0 Will Downs Director 2.00 X 0 0 0 David Elkins Director 2.00 X 0 0 0 Gina Hardy Director 2.00 X 0 0 0 J Smith Smitty Harrison Jr Director 2.00 X 0 0 0 Jonathan Imhoff Director 2.00 X 0 0 0 Katie Irey Director 2.00 X 0 0 0 Chris Karacalidis Director 2.00 X 0 0 0 Andrea Lindemeyer Director 2.00 X 0 0 0 Christine Lucas Director 2.00 X 0 0 0 Patrick McCrink Director 2.00 X 0 0 0 Erin Morris Director 2.00 X 0 0 0 Eric Nelson Director 2.00 X 0 0 0 Mohit Pande Director 2.00 X 0 0 0 Jennifer Pintacuda Director 2.00 X 0 0 0 Ben Potter Director 2.00 X 0 0 0 Michael Quigley Director 2.00 X 0 0 0 Nathan Remmert Director 2.00 X 0 0 0 Jeff Schroeder Director 2.00 X 0 0 0 Shariq Shafi Director 2.00 X 0 0 0 Edmund Shallcross III Director 2.00 X 0 0 0 Heidi Sjoberg Director 2.00 X 0 0 0 Michael Steinman Director 2.00 X 0 0 0 Craig Tillman Director 2.00 X 0 0 0 James Whamond Director 2.00 X 0 0 0 Roy Wright President/CEO 40.00 X 880769 0 140862 Anne Cope Chief Engineer/SVP 40.00 X 406152 0 80210 Alister Watt Chief Product Officer/SVP 40.00 X 384530 0 37203 Pam Levenstone Treasurer/CFO 40.00 X 277129 0 63933 Michael Newman Secretary/General Counsel 40.00 X 321465 0 22148 Murray Morrison Managing Director of Research 40.00 X 278326 0 49238 Fred Malik Managing Director of FORITIFIED 40.00 X 278375 0 69596 Ian Giammanco Managing Director of Atmospheric Research 40.00 X 242193 0 23165 Christopher Flynn General Manager, Research Center 40.00 X 220336 0 61263 Connie Bryant Breedlove Managing Director of Communications 40.00 X 205858 0 29954 3495133 0 577572 10 0 1 0 Mr Automation LLC 4222 22nd Ave S St Petersburg FL 33711 Contracted Services 344020 Neteffect Technologies 8809 Lenox Pointe Dr Suite G Charlotte NC 28273 Contracted Services 218933 2 25977171 300573 26277744 FORTIFIED & Wildfire Prepared Pro 900099 1944260 1944260 Research Center Projects Contract 900099 384819 384819 2329079 1123735 1123735 16234438 15723533 47575 510905 -47575 463330 463330 Other Income 900099 3216 3216 3216 30197104 2795625 0 1123735 60000 60000 3495133 3006646 488487 11016460 9592720 1423740 1138369 982602 155767 163381 8997 154384 134004 107849 26155 147768 84823 62945 1627307 639625 987682 622187 416942 205245 742697 652353 90344 343450 194975 148475 1773 1773 1878838 1878838 159038 159038 Research projects 3090682 3090682 Misc expense 540140 171104 369036 Repairs & Maintenance 518119 250329 267790 Postage & Telephone 132867 777 132090 25812213 19260424 6551789 0 1777773 649636 9118960 18970937 386065 117648 216559 348914 48917264 23786922 25800861 25130342 18308717 15655960 304823 20836 55913758 60894273 2319731 3074655 4986 1028 266478 287378 2591195 3363061 X 53322563 57531212 53322563 57531212 55913758 60894273 X 4384891 545438 -100163 -621517 X X 0 1 X 1 0 X 14348547 23095439 22543128 22328633 26277744 108593491 953038 659885 1039294 2665823 2329079 7647119 15301585 23755324 23582422 24994456 28606823 116240610 0 0 0 116240610 686339 226976 582911 858990 1123735 3478951 686339 226976 582911 858990 1123735 3478951 1304 13004 10531 3216 28055 15989228 23995304 24175864 25853446 29733774 119747616 0.97070 0.97550 0.02910 0.02430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1038495 1038495 36446725 14879495 21567230 15156 15156 0 11184610 8665902 2518708 232278 226369 5909 25130342 Lease obligation - current 10831 Lease obligation - noncurrent 9504 Deferred compensation 112155 Accrued profit sharing 154888 287378 X 30020867 545438 -621512 -76074 30096941 100163 100163 30197104 25812213 0 25812213 0 25812213 Part X, Line 2: IBHS accounts for the effect of any uncertain tax positions based on a "more likely than not" threshold to the recognition of the tax positions being sustained based on the technical merits of the position under scrutiny by the applicable taxing authority. If a tax position or positions are deemed to result in uncertainties of those positions, the unrecognized tax benefit is estimated based on a "cumulative probability assessment" that aggregates the estimated tax liability for all uncertain tax positions. IBHS has identified its tax status as a tax-exempt entity as its only significant tax position; however, IBHS has determined that such tax position does not result in an uncertainty requiring recognition. IBHS is not currently under examination by any taxing jurisdiction. IBHS's federal returns are generally open for examination for three years following the date filed. Part XI, Line 2d - Other Adjustments: Pension Related Changes 0 Smart Home America PO Box 2731 Mobile AL 36652 270721709 501(c)(3) 60000 0 General funding 1 X X X X 0 1 0 0 0 0 0 0 0 Roy Wright President/CEO 680769 0 200000 0 0 0 100500 0 40362 0 1021631 0 0 0 Anne Cope Chief Engineer/SVP 337272 0 68880 0 0 0 39892 0 40318 0 486362 0 0 0 Alister Watt Chief Product Officer/SVP 311764 0 72766 0 0 0 24060 0 13143 0 421733 0 0 0 Fred Malik Managing Director of FORITIFIED 228074 0 50301 0 0 0 29230 0 40366 0 347971 0 0 0 Michael Newman Secretary/General Counsel 264189 0 57276 0 0 0 22066 0 82 0 343613 0 0 0 Pam Levenstone Treasurer/CFO 233285 0 43844 0 0 0 23557 0 40376 0 341062 0 0 0 Murray Morrison Managing Director of Research 244846 0 33480 0 0 0 26442 0 22796 0 327564 0 0 0 Christopher Flynn General Manager, Research Center 192286 0 28050 0 0 0 20933 0 40330 0 281599 0 0 0 Ian Giammanco Managing Director of Atmospheric Res 195730 0 46463 0 0 0 23009 0 156 0 265358 0 0 0 Connie Bryant Breedlove Managing Director of Communications 182908 0 22950 0 0 0 17499 0 12455 0 235812 0 0 0 Form 990, Part VI, Section A, line 6 The organization has members. Form 990, Part VI, Section A, line 7a The governing body (Board of Directors) is made up of members who are elected by certain classes of members to serve as a Board member. Form 990, Part VI, Section B, line 11b A draft copy is first reviewed by the Chief Financial Officer, General Counsel, and the CEO. Any preliminary corrections are made by the preparing firm. Then, the (revised) draft is electronically transmitted to each Audit & Finance (A&F) Committee member, the CEO, and General Counsel prior to or at the February/ March A&F Committee meeting. The 990 is presented to the A&F Committee by the Institute's outside auditor; the A&F Committee then has a chance to ask questions and discuss the document. When general agreement is reached, the committee approves the draft. If any changes are made, they are reviewed and approved by the A&F Committee chairman, who then notifies the CFO that the CEO is authorized to sign and send the return to the appropriate federal authority. Form 990, Part VI, Section B, line 12c All staff are subject to an organization-wide conflict of interest policy. The organization also requires leadership and other key staff to submit a financial disclosure form annually. Form 990, Part VI, Section B, line 15 The IBHS Board of Directors' Compensation Committee (comprising the three chairmen of the Board, Executive Committee, and Audit & Finance Committee) annually reviews and approves all compensation for the CEO, as well as they advise the CEO on matters relating to performance-related salary adjustments and bonuses for all senior officers. Other key employees' compensation is reviewed annually by the CEO. No less than annually, the CEO and Senior Director for P&O research compensation for comparable positions in similar organizations and locations to determine appropriateness of salary levels. The Institute also has a robust, comprehensive compensation structure that covers all employees. Form 990, Part VI, Section C, line 19 The organization does not make its governing documents, conflict of interest policy, and financial statements available to the public. Form 990, Part XI, line 9: Pension related changes other than net periodic pension -621,512. Rounding -5. Form 990, Part XII, Line 2C The organization has an audit and finance committee that assumes responsibility for oversight of the audit of financial statements and selection of an independent auditor. Form 990, Part VIII, Line 1B IBHS revenue is derived primarily from membership dues. These membership dues are considered a contribution and are recorded as revenue at the time the dues are received; not based on the underlying membership year. Form 990, Part V, Line 2A The organization didn't file any Form W-2s for calendar year 2025 but has employees. Form W-2s were filed by Insperity Inc, as common paymaster and a related organization reported on Schedule J.