Stable Value Investment Association Inc
990 • Fiscal year 2011 • EIN 52-1695387
Siviq Scores
Scores are not available for this record yet.
Balance Sheet
Assets
Flat$631,538
Flat from 2011
Net Assets
Flat$231,515
Flat from 2011
Liabilities
Flat$400,023
Flat from 2011
Revenue And Expenses
Revenue
-
No earlier filing loaded for comparison.
Expenses
Flat$1,004,387
Flat from 2011
Net Income
-
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2011 to Dec 31, 2011
- Signed
- Apr 4, 2012
- Return Version
- 2011v1.2
- Gross Receipts
- $1,041,108
Mission and Program Overview
Mission
The svia is dedicated to educating the public and policy makers on the need to save and invest for retirement, and the role that stable value can play in achieving a financially secure retirement.
Major Activities
- Activity 2
- National forum - annual membership and national forum meeting that focuses on policy initiatives affecting 401(k) retirement savings and stable value funds as a vehicle in 401(k) plans.
- Activity 3
- Government relations - educate policymakers on the importance of retirement savings and the role that stable value plays in achieving retirement income security goals for plan participants and their beneficiaries. In 2011, svia educated the cftc-sec, dol on stable value funds as it related to the cftc-sec study of stable value as mandated under dodd-frank. Additionally, the organization answered the cftc's-sec's 26 questions in their request for comments on stable value funds, as well as answered senator kohl's questions on stable value performance during the financial crisis, and restrictions on participants imposed by stable value funds, that stable value inhibited the provision of advice to participants by demonstrating this was incorrect and untrue. Lastly, svia worked with membership on developing consistent and meaningful implementation of dol's 401(a)(b)(3) regulations governing participant disclosure and provider disclosure to sponsors of fees to ensure comparability of stable value funds with each other and with other 401(k) asset classes.
Filing and Contact Details
Filer
- EIN
- 52-1695387
Raw XML AppendixShowing 400 of 440 raw XML fields
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| IRS990/Activity2/Description | 0 | NATIONAL FORUM - ANNUAL MEMBERSHIP AND NATIONAL FORUM MEETING THAT FOCUSES ON POLICY INITIATIVES AFFECTING 401(K) RETIREMENT SAVINGS AND STABLE VALUE FUNDS AS A VEHICLE IN 401(K) PLANS. |
| IRS990/Activity3/Description | 0 | GOVERNMENT RELATIONS - EDUCATE POLICYMAKERS ON THE IMPORTANCE OF RETIREMENT SAVINGS AND THE ROLE THAT STABLE VALUE PLAYS IN ACHIEVING RETIREMENT INCOME SECURITY GOALS FOR PLAN PARTICIPANTS AND THEIR BENEFICIARIES. IN 2011, SVIA EDUCATED THE CFTC-SEC, DOL ON STABLE VALUE FUNDS AS IT RELATED TO THE CFTC-SEC STUDY OF STABLE VALUE AS MANDATED UNDER DODD-FRANK. ADDITIONALLY, THE ORGANIZATION ANSWERED THE CFTC'S-SEC'S 26 QUESTIONS IN THEIR REQUEST FOR COMMENTS ON STABLE VALUE FUNDS, AS WELL AS ANSWERED SENATOR KOHL'S QUESTIONS ON STABLE VALUE PERFORMANCE DURING THE FINANCIAL CRISIS, AND RESTRICTIONS ON PARTICIPANTS IMPOSED BY STABLE VALUE FUNDS, THAT STABLE VALUE INHIBITED THE PROVISION OF ADVICE TO PARTICIPANTS BY DEMONSTRATING THIS WAS INCORRECT AND UNTRUE. LASTLY, SVIA WORKED WITH MEMBERSHIP ON DEVELOPING CONSISTENT AND MEANINGFUL IMPLEMENTATION OF DOL'S 401(A)(B)(3) REGULATIONS GOVERNING PARTICIPANT DISCLOSURE AND PROVIDER DISCLOSURE TO SPONSORS OF FEES TO ENSURE COMPARABILITY OF STABLE VALUE FUNDS WITH EACH OTHER AND WITH OTHER 401(K) ASSET CLASSES. |
| IRS990/ActivityOrMissionDescription | 0 | TO EDUCATE THE PUBLIC AND POLICYMAKERS CONCERNING STABLE VALUE'S ROLE IN RETIREMENT INVESTING. |
| IRS990/ActivityOther/Description | 0 | STABLE TIMES - ASSOCIATION BI-ANNUAL PUBLICATION ON STABLE VALUE FUNDS AND DEFERRED SAVINGS AND INVESTMENTS DEVELOPMENTS. |
| IRS990/ActivityOther/Description | 1 | PUBLIC RELATIONS - GENERAL EDUCATION, MEETINGS, MATERIALS, AND WEBSITE THAT PROVIDE INFORMATION ON CURRENT ISSUES IN STABLE VALUE FUNDS AND HOW STABLE VALUE FUNDS CAN BE USED TO BETTER SAVE AND INVEST FOR RETIREMENT. |
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| IRS990ScheduleO/GeneralExplanation/Explanation | 0 | EXECUTIVE COMMITTEE - THE DIRECTORS MAY ELECT OR APPOINT AN EXECUTIVE COMMITTEE. EXCEPT FOR THE POWER TO AMEND THE ARTICLES OF INCORPORATION AND BYLAWS, THE EXECUTIVE COMMITTEE SHALL HAVE ALL THE POWERS AND AUTHORITY OF THE BOARD OF DIRECTORS IN THE INTERVALS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, AND IS SUBJECT TO THE DIRECTION AND CONTROL OF THE BOARD. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 1 | THERE ARE THREE TYPES OF MEMBERS: PLAN SPONSORS, INDIVIDUALS REPRESENTING EMPLOYERS SPONSORING A DEFINED CONTRIBUTION PLAN; SERVICE FIRM MEMBERS, INDIVIDUALS FROM COMPANIES THAT PROVIDE SERVICES TO PLAN SPONSORS; VALUE PROGRAM MEMBERS ARE INDIVIDUALS FROM COMPANIES THAT CONTRIBUTE UP TO $15,000 FOR MORE VISIBILITY IN THE ASSOCIATION AND/OR SPONSORSHIP OF SPECIFIC ASSOCIATION INITIATIVES. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 2 | EACH FIRM HAS ONE VOTING MEMBER WHO VOTES ON BEHALF OF THE FIRM FOR CANDIDATES FOR THE BOARD OF DIRECTORS AND/OR POLICY POSITIONS. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 3 | EACH MEMBER SHALL HAVE ONE VOTE. WHEN A QUORUM IS PRESENT AT ANY MEETING, A MAJORITY OF THE VOTES PROPERLY CAST BY MEMBERS DULY REPRESENTED SHALL DECIDE ANY QUESTION OR MATTER PRESENTED FOR DISCUSSION AT THE MEMBERSHIP MEETING, UNLESS OTHERWISE PROVIDED BY LAW, THE ARTICLES OF INCORPORATION OR THE BYLAWS. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 4 | FORM 990 IS PREPARED BY AN ACCOUNTING FIRM AND THE DRAFT RETURN IS REVIEWED BY MANAGEMENT. AFTER MANAGEMENT REVIEW, DRAFT FORM 990 IS REVIEWED BY TREASURER AND COMMITTEE ON MEMBERSHIP AND BUDGET. THE COMMITTEE MAKES A RECOMMENDATION FOR THE BOARD TO APPROVE THE FILING. THE BOARD VOTES ON THIS RECOMMENDATION. IF 2/3 OF THE BOARD VOTES IN FAVOR OF THE RECOMMENDATION/RESOLUTION, THEN THE 990 TAX FILING IS APPROVED AND SUBSEQUENTLY FILED WITH THE IRS. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 5 | MEMBERS OF THE BOARD HAVE A DUTY TO DISCLOSE TO THE BOARD THE PRESENCE OF ANY CONFLICTS THAT HAVE ARISEN OR THAT THEY REASONABLY BELIEVE MIGHT ARISE BETWEEN THEIR RESPONSIBILITIES AS BOARD MEMBERS OF THE ASSOCIATION AND THEIR CORPORATE OR PERSONAL INTERESTS. SIMILARLY, DIRECTORS HAVE A DUTY TO DISCLOSE TO THE BOARD THE APPEARANCE OF A CONFLICT OF INTEREST. THE BOARD MEMBER MUST DISCLOSE THE PRESENCE OF SUCH CONFLICT OF INTEREST, OR APPEARANCE OF CONFLICT OF INTEREST, TO THE CHAIRPERSON OF THE BOARD, THE SECRETARY, AND ASSOCIATION PRESIDENT AS SOON AS HE OR SHE HAS REASON TO BELIEVE THAT SUCH CIRCUMSTANCE EXISTS. THE DISCLOSURE OF THE PRESENCE OF SUCH CONFLICT OF INTEREST, OR APPEARANCE OF CONFLICT OF INTEREST, SHALL BE RECORDED IN THE BOARD'S MINUTES. MEMBERS HAVE A DUTY TO RECUSE THEMSELVES FROM PARTICIPATING IN DISCUSSION OR DECISION-MAKING ON MATTERS IN WHICH THEY ARE CONFLICTED AS DESCRIBED ABOVE. ANY DIRECTOR OR ASSOCIATION MEMBER WITH A CONCERN OR QUESTION ABOUT APPLICABLE PROVISIONS OF THE CODE OF CONDUCT (WHICH HOUSES THE CONFLICT OF INTEREST POLICY) SHOULD CONTACT THE CHAIRPERSON OF THE BOARD, THE SECRETARY, OR PRESIDENT OF THE ASSOCIATION. SUCH PERSONS SHALL ALSO BE RESPONSIBLE FOR PUTTING THE CONCERN OR QUESTION TO THE BOARD. THE BOARD OF DIRECTORS IS RESPONSIBLE FOR ENFORCING THE APPLICABLE PROVISIONS OF THE CODE. VIOLATION OF SVIA'S CODE OF CONDUCT CAN RESULT IN REMOVAL FROM THE ASSOCIATION'S BOARD OF DIRECTORS UNDER THE TERMS AND CONDITIONS SET FORTH IN THE ASSOCIATION'S BY-LAWS. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 6 | THE EXECUTIVE COMMITTEE DOES AN ANNUAL EVALUATION OF THE PRESIDENT'S COMPENSATION, WHICH IS BASED ON THE ACHIEVEMENT OF THE ASSOCIATION'S YEARLY GOALS AND OBJECTIVES. THESE GOALS ARE RANKED AND THE INDIVIDUALS IS RATED BY THE COMMITTEE. COMPENSATION IS DETERMINED BASED ON THIS RATING AND/OR RANKING. THE ORGANIZATION USES COMPENSATION SURVEYS BEFORE APPROVING THE COMPENSATION. THIS PROCESS WAS LAST COMPLETED IN 2011. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 7 | GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE POSTED ON THE ASSOCIATION'S WEBSITE. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 8 | ORGANIZATION HAS A COMMITTEE RESPONSIBLE FOR OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT, AND THE OVERSIGHT PROCESS NOR THE SELECTION PROCESS CHANGED DURING THE TAX YEAR. |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 0 | FORM 990, PART VI, SECTION A, LINE 1 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 1 | FORM 990, PART VI, SECTION A, LINE 6 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 2 | FORM 990, PART VI, SECTION A, LINE 7A |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 3 | FORM 990, PART VI, SECTION A, LINE 7B |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 4 | FORM 990, PART VI, SECTION B, LINE 11 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 5 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 6 | FORM 990, PART VI, SECTION B, LINE 15A |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 7 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 8 | PART XII, LINE 2C |
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| IRS990/TheBooksAreInCareOf/AddressUS/State | 0 | DC |
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| IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine1 | 0 | STABLE VALUE INVESTMENT ASSOCIATION |
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| IRS990/TotalAssetsBOY | 0 | 421904 |
| IRS990/TotalAssets/EOY | 0 | 631538 |
| IRS990/TotalAssetsEOY | 0 | 631538 |
| IRS990/TotalCompGT150K | 0 | 1 |
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| IRS990/TotalExpensesPriorYear | 0 | 897929 |
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| IRS990/TotalLiabilitiesBOY | 0 | 227110 |
| IRS990/TotalLiabilities/EOY | 0 | 400023 |
| IRS990/TotalLiabilitiesEOY | 0 | 400023 |
| IRS990/TotalLiabNetAssetsFundBalances/BOY | 0 | 421904 |
| IRS990/TotalLiabNetAssetsFundBalances/EOY | 0 | 631538 |
| IRS990/TotalNbrEmployees | 0 | 1 |
| IRS990/TotalNbrVolunteers | 0 | 512 |
| IRS990/TotalNetAssetsFundBalances/BOY | 0 | 194794 |
| IRS990/TotalNetAssetsFundBalances/EOY | 0 | 231515 |
| IRS990/TotalOtherCompensation | 0 | 48558 |
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| IRS990/TotalProfFundrsngExpPriorYear | 0 | 0 |
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Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
- $631,538
- Liabilities
- $400,023
- Net assets
- $231,515
- Revenue
- -
- Expenses
- $1,004,387
- Net income
- -