Civic Intelligence

Financial & Insurance Conference Professionals

990 • Fiscal year 2012 • EIN 20-8216579

Jan 01, 2012 to Dec 31, 2012 • Filed on Sep 19, 2013

330 North Wabash Suite 200060611
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

32nd percentile

0.08x

Higher debt load relative to assets than 32% of similar nonprofits.

2012 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

25th percentile

-3.2%

Faster asset growth than 25% of similar nonprofits.

2012 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$2,499,750

Down $82,236 (-3.2%) from 2011

Net Assets

Up

$2,296,424

Up $109,191 (+5.0%) from 2011

Liabilities

Down

$203,326

Down $191,427 (-48%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$3,025,647

Up $727,686 (+32%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $2,396,924Liabilities 2010: $593,043Net Assets 2010: $1,803,8812010Assets 2011: $2,581,986Liabilities 2011: $394,753Net Assets 2011: $2,187,2332011Assets 2012: $2,499,750Liabilities 2012: $203,326Net Assets 2012: $2,296,4242012Assets 2013: $2,855,632Liabilities 2013: $365,689Net Assets 2013: $2,489,9432013Assets 2014: $3,140,977Liabilities 2014: $232,234Net Assets 2014: $2,908,7432014Assets 2015: $3,572,436Liabilities 2015: $574,586Net Assets 2015: $2,997,8502015Assets 2016: $3,598,570Liabilities 2016: $315,041Net Assets 2016: $3,283,5292016Assets 2017: $4,815,690Liabilities 2017: $931,706Net Assets 2017: $3,883,9842017Assets 2018: $5,241,971Liabilities 2018: $998,473Net Assets 2018: $4,243,4982018Assets 2019: $5,463,371Liabilities 2019: $344,002Net Assets 2019: $5,119,3692019Assets 2020: $6,028,603Liabilities 2020: $440,436Net Assets 2020: $5,588,1672020Assets 2021: $5,858,048Liabilities 2021: $304,591Net Assets 2021: $5,553,4572021Assets 2022: $5,587,982Liabilities 2022: $806,745Net Assets 2022: $4,781,2372022Assets 2023: $5,785,778Liabilities 2023: $549,715Net Assets 2023: $5,236,0632023Assets 2024: $6,834,121Liabilities 2024: $1,026,018Net Assets 2024: $5,808,1032024

Highlighted filing

2012

Assets$2,499,750
Liabilities$203,326
Net Assets$2,296,424

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,129,9522010Revenue 2011: $2,693,830Expenses 2011: $2,297,961Net Income 2011: $395,8692011Expenses 2012: $3,025,6472012Revenue 2013: $3,231,236Expenses 2013: $3,087,904Net Income 2013: $143,3322013Revenue 2014: $3,388,013Expenses 2014: $2,957,089Net Income 2014: $430,9242014Revenue 2015: $3,478,962Expenses 2015: $3,279,896Net Income 2015: $199,0662015Revenue 2016: $4,158,398Expenses 2016: $3,919,388Net Income 2016: $239,0102016Revenue 2017: $4,700,286Expenses 2017: $4,264,573Net Income 2017: $435,7132017Revenue 2018: $4,782,245Expenses 2018: $4,230,586Net Income 2018: $551,6592018Revenue 2019: $4,708,837Expenses 2019: $4,160,906Net Income 2019: $547,9312019Revenue 2020: $2,400,047Expenses 2020: $2,147,985Net Income 2020: $252,0622020Revenue 2021: $2,460,356Expenses 2021: $2,681,043Net Income 2021: -$220,6872021Revenue 2022: $4,243,498Expenses 2022: $4,260,364Net Income 2022: -$16,8662022Revenue 2023: $4,559,745Expenses 2023: $4,458,887Net Income 2023: $100,8582023Revenue 2024: $5,360,031Expenses 2024: $4,764,475Net Income 2024: $595,5562024

Highlighted filing

2012

Revenue-
Expenses$3,025,647
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Sep 19, 2013
Return Version
2012v2.1
Gross Receipts
$3,035,300
Mission and Program Overview

Mission

An association of insurance and financial services industry-meeting planners who exchange proven meeting management techniques and explore trends and new ideas that may enhance the value of conferences.

Filing and Contact Details

Filer

EIN
20-8216579
Raw XML Appendix377 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReview00
IRS990/AccountsPayableAccruedExpenses/BOY0282593
IRS990/AccountsPayableAccruedExpenses/EOY0141426
IRS990/AccountsReceivable/BOY051575
IRS990/AccountsReceivable/EOY05375
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0AN ASSOCIATION OF INSURANCE AND FINANCIAL SERVICES INDUSTRY-MEETING PLANNERS WHO EXCHANGE PROVEN MEETING MANAGEMENT TECHNIQUES AND EXPLORE TRENDS AND NEW IDEAS THAT MAY ENHANCE THE VALUE OF CONFERENCES.
IRS990/AddressChange0X
IRS990/AddressPrincipalOfficerUS/AddressLine10330 N WABASH AVENUE
IRS990/AddressPrincipalOfficerUS/City0CHICAGO
IRS990/AddressPrincipalOfficerUS/State0IL
IRS990/AddressPrincipalOfficerUS/ZIPCode060611
IRS990/AllOtherExpenses/Total019122
IRS990/AnnualDisclosureCoveredPersons01
IRS990/AuditCommittee01
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CashNonInterestBearing/BOY01313387
IRS990/CashNonInterestBearing/EOY0477546
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ConferencesMeetings/Total01086731
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine10330 N WABASH AVE
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City0CHICAGO
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State0IL
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode060611
IRS990/ContractorCompensation/Compensation01187440
IRS990/ContractorCompensation/DescriptionOfServices0ASSOCIATION MANAGEMENT SERVICES
IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine10SMITHBUCKLIN CORPORATION
IRS990/ContributionsGrantsCurrentYear0418708
IRS990/ContributionsGrantsPriorYear0348368
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DeferredRevenue/BOY0112160
IRS990/DeferredRevenue/EOY061900
IRS990/DelegationOfManagementDuties01
IRS990/DepreciationDepletion/Total015463
IRS990/DescribedIn501C300
IRS990/Description0THE ORGANIZATION IS AN ASSOCIATION OF INSURANCE AND FINANCIAL SERVICES INDUSTRY MEETING PLANNERS WHO EXCHANGE PROVEN MEETING MANAGEMENT TECHNIQUES AND EXPLORE TRENDS AND NEW IDEAS THAT MAY ENHANCE THE VALUES OF CONFERENCES. MEETING PLANNER MEMBERS ALSO PROMOTE THE PROFESSIONAL STATURE, COMPETENCE AND CAREER GROWTH OF PLANNERS AND EMPHASIZE COMMUNICATIONS WITH THOSE IN THE HOSPITALITY INDUSTRY. THE ORGANIZATION PROVIDES HIGH-QUALITY INFORMATION, EDUCATION AND NETWORKING TO FINANCIAL AND INSURANCE MEETING PROFESSIONALS, INCREASING THEIR SUCCESS AND STRATEGIC VALUE. THE ORGANIZATION MAINTAINS A BALANCED PLANNER TO HOSPITALITY PARTNER RATIO AT ALL TIMES, RESULTING IN A UNIQUE BUSINESS ENVIRONMENT.
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy01
IRS990/DonorAdvisedFunds00
IRS990/ElectionOfBoardMembers01
IRS990/Expense03025647
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesAccounting/Total035173
IRS990/FeesForServicesInvstMgmntFees/Total011198
IRS990/FeesForServicesLegal/Total02232
IRS990/FeesForServicesManagement/Total01003646
IRS990/FollowSFAS1170X
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek05.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek15.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek25.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek35.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek45.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek55.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek65.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek75.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek840.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector7X
IRS990/Form990PartVIISectionA/NamePerson0KOLEEN M ROACH
IRS990/Form990PartVIISectionA/NamePerson1KELLI LIVERS
IRS990/Form990PartVIISectionA/NamePerson2TODD ZINT
IRS990/Form990PartVIISectionA/NamePerson3ELDON GALE
IRS990/Form990PartVIISectionA/NamePerson4FLORINE EDWARDS
IRS990/Form990PartVIISectionA/NamePerson5WAYNE ROBINSON
IRS990/Form990PartVIISectionA/NamePerson6LINDSAY MALONI
IRS990/Form990PartVIISectionA/NamePerson7JANA STERN
IRS990/Form990PartVIISectionA/NamePerson8STEVE BOVA EX-OFFICIO
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/OtherCompensation70
IRS990/Form990PartVIISectionA/OtherCompensation80
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization80
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs80
IRS990/Form990PartVIISectionA/Title0CHAIR
IRS990/Form990PartVIISectionA/Title1CHAIR-ELECT
IRS990/Form990PartVIISectionA/Title2PAST CHAIR
IRS990/Form990PartVIISectionA/Title3DIRECTOR
IRS990/Form990PartVIISectionA/Title4DIRECTOR
IRS990/Form990PartVIISectionA/Title5DIRECTOR
IRS990/Form990PartVIISectionA/Title6DIRECTOR
IRS990/Form990PartVIISectionA/Title7DIRECTOR
IRS990/Form990PartVIISectionA/Title8EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGoverningBody01
IRS990/Form990-TFiled01
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FSAuditedBasis/FinancialStatementSeparate0X
IRS990/FundraisingActivities00
IRS990/Gaming00
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsAndSimilarAmntsPriorYear00
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossReceipts03035300
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt01
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXII0X
IRS990/InformationTechnology/Total0245659
IRS990/Insurance/Total08330
IRS990/InvestmentIncomeCurrentYear062095
IRS990/InvestmentIncome/ExclusionAmount062095
IRS990/InvestmentIncomePriorYear030749
IRS990/InvestmentIncome/TotalRevenueColumn062095
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsPubTradedSecurities/BOY01096354
IRS990/InvestmentsPubTradedSecurities/EOY01822335
IRS990/LandBldgEquipmentAccumDeprec046401
IRS990/LandBuildingsEquipmentBasis0133976
IRS990/LandBuildingsEquipmentBasisNet/BOY010313
IRS990/LandBuildingsEquipmentBasisNet/EOY087575
IRS990/LoanToOfficerOrDQP00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembershipDues0418708
IRS990/MembersOrStockholders01
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0AN ASSOCIATION OF INSURANCE AND FINANCIAL SERVICES INDUSTRY-MEETING PLANNERS WHO EXCHANGE PROVEN MEETING MANAGEMENT TECHNIQUES AND EXPLORE TRENDS AND NEW IDEAS THAT MAY ENHANCE THE VALUE OF CONFERENCES.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0STEVE BOVA
IRS990/NbrIndependentVotingMembers08
IRS990/NbrVotingGoverningBodyMembers08
IRS990/NbrVotingMembersGoverningBody08
IRS990/NetAssetsOrFundBalancesBOY02187233
IRS990/NetAssetsOrFundBalancesEOY02296424
IRS990/NetUnrelatedBusinessTxblIncome0134
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith1096029
IRS990/NumberIndependentVotingMembers08
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K01
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficeExpenses/Total017141
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c0X
IRS990/OtherAssetsTotal/BOY0206
IRS990/OtherAssetsTotal/EOY00
IRS990/OtherExpensePriorYear02297961
IRS990/OtherExpensesCurrentYear03025647
IRS990/OtherExpenses/Description0EDUCATION FORUM
IRS990/OtherExpenses/Description1REGIONAL MEETINGS
IRS990/OtherExpenses/Description2BANK AND CREDIT CARD FE
IRS990/OtherExpenses/Description3OTHER ADMINISTRATIVE EX
IRS990/OtherExpenses/Total0258557
IRS990/OtherExpenses/Total1200359
IRS990/OtherExpenses/Total254349
IRS990/OtherExpenses/Total343579
IRS990/OtherRevenueCurrentYear0970
IRS990/OtherRevenueMisc/BusinessCode0900099
IRS990/OtherRevenueMisc/Description0MISCELLANEOUS
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome0970
IRS990/OtherRevenueMisc/TotalRevenueColumn0970
IRS990/OtherRevenuePriorYear016808
IRS990/PartialLiquidation00
IRS990/PoliticalActivities00
IRS990/PrepaidExpensesDeferredCharges/BOY071838
IRS990/PrepaidExpensesDeferredCharges/EOY043946
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenue/BusinessCode0900099
IRS990/ProgramServiceRevenue/BusinessCode1900099
IRS990/ProgramServiceRevenue/BusinessCode2900099
IRS990/ProgramServiceRevenue/BusinessCode3541800
IRS990/ProgramServiceRevenueCY02553527
IRS990/ProgramServiceRevenue/Description0ANNUAL CONFERENCE
IRS990/ProgramServiceRevenue/Description1EDUCATION FORUM
IRS990/ProgramServiceRevenue/Description2REGIONAL CHAPTERS
IRS990/ProgramServiceRevenue/Description3MEMBERSHIP DIRECTORY
IRS990/ProgramServiceRevenuePriorYear02297905
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome01882003
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome1353624
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome2228225
IRS990/ProgramServiceRevenue/TotalRevenueColumn01882003
IRS990/ProgramServiceRevenue/TotalRevenueColumn1353624
IRS990/ProgramServiceRevenue/TotalRevenueColumn2228225
IRS990/ProgramServiceRevenue/TotalRevenueColumn330440
IRS990/ProgramServiceRevenue/UnrelatedBusinessRevenue030440
IRS990/ProhibitedTaxShelterTrans00
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses09653
IRS990/ReconciliationUnrealizedInvest099538
IRS990/RegularMonitoringEnforcement01
IRS990/RelatedEntity00
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote01
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip01
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/RevenuesLessExpensesCY09653
IRS990/RevenuesLessExpensesPriorYear0395869
IRS990/SalariesEtcCurrentYear00
IRS990/SalariesEtcPriorYear00
IRS990/SavingsAndTempCashInvestments/BOY038313
IRS990/SavingsAndTempCashInvestments/EOY062973
IRS990/ScheduleBRequired00
IRS990ScheduleD/DonatedServicesUseOfFacilities0722787
IRS990ScheduleD/DonatedSrvcAndUseOfFacilities0722787
IRS990ScheduleD/ExpensesNotRptdF9900722787
IRS990ScheduleD/ExpensesNotRptdOnFinStmt011198
IRS990ScheduleD/ExpensesSubtotal03014449
IRS990ScheduleD/FootnoteInPartXIII0X
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0THE ASSOCIATION FOLLOWS THE FINANCIAL ACCOUNTING STANDARDS BOARDS (FASB) REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE ASSOCIATION HAS DETERMINED THAT IT IS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS. THE FEDERAL AND STATE TAX RETURNS OF THE ASSOCIATION FOR 2009, 2010, AND 2011 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0PART X, LINE 2:
IRS990ScheduleD/InvestmentExpensesNotIncluded011198
IRS990ScheduleD/InvestmentExpensesNotIncluded2011198
IRS990ScheduleD/NetUnrealizedGainsInvestments099538
IRS990ScheduleD/OtherLandBuildings/BookValue087575
IRS990ScheduleD/OtherLandBuildings/Depreciation046401
IRS990ScheduleD/OtherLandBuildings/OtherCostOrOtherBasis0133976
IRS990ScheduleD/RevenueNotRptdF9900822325
IRS990ScheduleD/RevenueNotRptdOnFinStmt011198
IRS990ScheduleD/RevenueSubtotal03024102
IRS990ScheduleD/TotalExpensesPerForm99003025647
IRS990ScheduleD/TotalOfBookValueLandBuildings087575
IRS990ScheduleD/TotalRevenuePerForm99003035300
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt03737236
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt03846427
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0SMITHBUCKLIN CORPORATION IS A MANAGEMENT COMPANY WHICH MANAGES ALL ASPECTS OF THE ORGANIZATION IN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS AND POLICIES. OPERATIONS MAY INCLUDE BUT ARE NOT LIMITED TO ADMINISTRATION, MEMBERSHIP, FINANCE AND ACCOUNTING, CONVENTION/TRADESHOW/MEETING PLANNING, EDUCATION, MARKETING, INFORMATION TECHNOLOGY AND GOVERNMENT RELATIONS. SMITHBUCKLIN EMPLOYEES PROVIDE THESE SERVICES AND TOTAL FEES PAID TO SMITHBUCKLIN IS $1,187,440.
IRS990ScheduleO/GeneralExplanation/Explanation1MEMBERSHIP IN THE ASSOCIATION CONSIST OF ACTIVE MEMBERS, HONORARY MEMBERS AND HOPITALITY PARTNERS.
IRS990ScheduleO/GeneralExplanation/Explanation2PER THE ORGANIZATION'S BY-LAWS EACH MEMBER SHALL HAVE ONE VOTE AS IT RELATES TO ELECTING DIRECTORS AT THE ANNUAL MEETING.
IRS990ScheduleO/GeneralExplanation/Explanation3A COPY OF FORM 990 IS REVIEWED FOR COMPLETENESS AND ACCURACY BY THE EXECUTIVE DIRECTOR BEFORE FILING. A COPY OF FORM 990 IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY PRIOR TO FILING.
IRS990ScheduleO/GeneralExplanation/Explanation4EACH VOLUNTEER IS REQUIRED TO SIGN THE POLICY ON AN ANNUAL BASIS. THE POLICY IS ALSO PART OF THE ONBAORDING AND TRAINING PROCESS
IRS990ScheduleO/GeneralExplanation/Explanation5GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation6THERE HAS BEEN NO CHANGE IN THE OVERSIGHT PROCESS OF THE AUDIT OR THE SELECTION OF INDEPENDENT ACCOUNTANTS.
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference6PART XII, LINE 2C
IRS990/ScheduleORequired01
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0IL
IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/Terminated00
IRS990/TermOrPermanentEndowments00
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10330 N WABASH AVENUE SUITE 2000
IRS990/TheBooksAreInCareOf/AddressUS/City0CHICAGO
IRS990/TheBooksAreInCareOf/AddressUS/State0IL
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode060611
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10SMITHBUCKLIN CORPORATION
IRS990/TheBooksAreInCareOf/TelephoneNumber03122451023
IRS990/TotalAssets/BOY02581986
IRS990/TotalAssetsBOY02581986
IRS990/TotalAssets/EOY02499750
IRS990/TotalAssetsEOY02499750
IRS990/TotalCompGT150K00
IRS990/TotalContributions0418708
IRS990/TotalExpensesCurrentYear03025647
IRS990/TotalExpensesPriorYear02297961
IRS990/TotalFunctionalExpenses/Total03025647
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI030440
IRS990/TotalLiabilities/BOY0394753
IRS990/TotalLiabilitiesBOY0394753
IRS990/TotalLiabilities/EOY0203326
IRS990/TotalLiabilitiesEOY0203326
IRS990/TotalLiabNetAssetsFundBalances/BOY02581986
IRS990/TotalLiabNetAssetsFundBalances/EOY02499750
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers0110
IRS990/TotalNetAssetsFundBalances/BOY02187233
IRS990/TotalNetAssetsFundBalances/EOY02296424
IRS990/TotalOtherCompensation00
IRS990/TotalOtherRevenue0970
IRS990/TotalOthProgramServiceRevenue/RelatedOrExemptFunctionIncome059235
IRS990/TotalOthProgramServiceRevenue/TotalRevenueColumn059235
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceExpense03025647
IRS990/TotalProgramServiceRevenue02553527
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear03035300
IRS990/TotalRevenue/ExclusionAmount062095
IRS990/TotalRevenuePriorYear02693830
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome02524057
IRS990/TotalRevenue/TotalRevenueColumn03035300
IRS990/TotalRevenue/UnrelatedBusinessRevenue030440
IRS990/Travel/Total024108
IRS990/TypeOfOrganizationAssociation0X
IRS990/UnrelatedBusinessIncome01
IRS990/UnrestrictedNetAssets/BOY02187233
IRS990/UnrestrictedNetAssets/EOY02296424
IRS990/UponRequest0X
IRS990/WebSite0WWW.FICPNET.COM
IRS990/WhistleblowerPolicy01
IRS990/YearFormation01948
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0208216579
ReturnHeader/Filer/Name/BusinessNameLine10FINANCIAL & INSURANCE CONFERENCE PLANNERS
ReturnHeader/Filer/NameControl0FINA
ReturnHeader/Filer/Phone03122451023
ReturnHeader/Filer/USAddress/AddressLine10330 NORTH WABASH SUITE 2000
ReturnHeader/Filer/USAddress/City0CHICAGO
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode060611
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-09-19
ReturnHeader/Officer/Name0STEVE BOVA
ReturnHeader/Officer/Phone03122451023
ReturnHeader/Officer/Title0EXECUTIVE DIRECTOR
ReturnHeader/PreparerFirm/EIN0410746749
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101301 W 22ND ST STE 1100
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0OAK BROOK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode060523
ReturnHeader/Preparer/Name0GREGORY S ADAMS
ReturnHeader/Preparer/Phone06305738600
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-09-27T14:08:38-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.83$1.03$5.81$5.36$4.76$0.60
2023Detailed filing. Detailed filing data is available for this year.$5.79$0.55$5.24$4.56$4.46$0.10
2022Detailed filing. Detailed filing data is available for this year.$5.59$0.81$4.78$4.24$4.26$0.02
2021Detailed filing. Detailed filing data is available for this year.$5.86$0.30$5.55$2.46$2.68$0.22
2020Detailed filing. Detailed filing data is available for this year.$6.03$0.44$5.59$2.40$2.15$0.25
2019Detailed filing. Detailed filing data is available for this year.$5.46$0.34$5.12$4.71$4.16$0.55
2018Detailed filing. Detailed filing data is available for this year.$5.24$1.00$4.24$4.78$4.23$0.55
2017Summary only. Only limited summary data is available for this year.$4.82$0.93$3.88$4.70$4.26$0.44
2016Detailed filing. Detailed filing data is available for this year.$3.60$0.32$3.28$4.16$3.92$0.24
2015Detailed filing. Detailed filing data is available for this year.$3.57$0.57$3.00$3.48$3.28$0.20
2014Detailed filing. Detailed filing data is available for this year.$3.14$0.23$2.91$3.39$2.96$0.43
2013Detailed filing. Detailed filing data is available for this year.$2.86$0.37$2.49$3.23$3.09$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.50$0.20$2.30$3.03
2011Summary only. Only limited summary data is available for this year.$2.58$0.39$2.19$2.69$2.30$0.40
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.40$0.59$1.80$2.13