Liabilities / Assets
84th percentile
Higher debt load relative to assets than 84% of similar nonprofits.
990 • Fiscal year 2018 • EIN 56-1526114
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
84th percentile
Higher debt load relative to assets than 84% of similar nonprofits.
Liabilities / Revenue
80th percentile
Higher debt load relative to revenue than 80% of similar nonprofits.
Net Margin
12th percentile
Higher net margin than 12% of similar nonprofits.
Top Officer Pay
91st percentile
Higher top officer pay than 91% of similar nonprofits.
Top officer pay equals 6.5% of source-year revenue.
Asset Growth
7th percentile
Faster asset growth than 7% of similar nonprofits.
Revenue Growth
24th percentile
Faster revenue growth than 24% of similar nonprofits.
Assets
Down$3,135,129
Down $678,338 (-18%) from 2017
Net Assets
Down$1,215,012
Down $871,484 (-42%) from 2017
Liabilities
Up$1,920,117
Up $193,146 (+11%) from 2017
Revenue
Down$3,443,025
Down $309,112 (-8.2%) from 2017
Expenses
Up$4,283,100
Up $412,549 (+11%) from 2017
Net Income
Down-$840,075
Down $721,661 (-609%) from 2017
The iasa community accelerates professional growth to shape, influence, elevate and strengthen the insurance industry. See iasa website for updated vision and what we do.https://www.iasa.org/about-us/
The mission of iasa is to initiate and facilitate the exchange of educational information and ideas among insurance related professionals to enhance the effectiveness of these individuals, their employers, and the financial services industry as a whole.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $2,286,424 | $2,350,544 | ▲ $64,120 |
| Cash and Non-Interest-Bearing Accounts | $1,382,641 | $645,176 | ▼ $737,465 |
| Prepaid Expenses and Deferred Charges | $77,886 | $62,350 | ▼ $15,536 |
| Land, Buildings, and Equipment, Net | $47,608 | $48,651 | ▲ $1,043 |
| Savings and Temporary Cash Investments | $4,645 | $16,151 | ▲ $11,506 |
| Inventories for Sale or Use | $14,263 | $11,203 | ▼ $3,060 |
| Accounts Receivable | - | $1,054 | - |
| Total Assets | $3,813,467 | $3,135,129 | ▼ $678,338 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $1,353,028 | $1,596,817 | ▲ $243,789 |
| Deferred Revenue | $373,943 | $323,300 | ▼ $50,643 |
| Total Liabilities | $1,726,971 | $1,920,117 | ▲ $193,146 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $2,086,496 | $1,215,012 | ▼ $871,484 |
| Total Net Assets Fund Balance | $2,086,496 | $1,215,012 | ▼ $871,484 |
| Total Liabilities and Net Assets / Fund Balance | $3,813,467 | $3,135,129 | ▼ $678,338 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $30,642 | $132,035 | $162,677 |
| Other Land Buildings | $0 | $161,334 | $161,334 |
| Leasehold Improvements | $18,009 | $95,641 | $113,650 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Joe Pomilia | Executive Director | FT | $180,502 | $43,758 | $224,260 |
| Eugene Charles Gunkel | VP of Business Development | FT | $141,950 | $37,290 | $179,240 |
| Margaret Mckeon | VP of Conference | FT | $130,911 | $18,665 | $149,576 |
| Rod Travers | Evp | FT | $79,493 | $7,583 | $87,076 |
| Name | Title |
|---|---|
| Tim Morgan | Chair |
| Celeska Fredianelli | President |
| Beech Turner | President Elect |
| Carlos Correa | CFO |
| Anil Chacko | CIO |
| Annette Devine | Member-at-large |
| DARBY O'NEILL | Member-at-large |
| Margaret Horn | Member-at-large |
| Ray Hazel | Member-at-large |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Marriott | Conference Hotel | 10400 FERNWOOD ROAD, Bethesda, MA 20817-1102 | $834,733 |
| Freeman Audio Visual | Show Decorator | PO BOX 650519, Dallas, TX 75265-0519 | $330,842 |
| Big Speak | Conference Speakers | 23 SOUTH HOPE AVE, Santa Barbara, CA 93105 | $298,000 |
| Swift Print Communications | Printer | PO BOX 28252, St Louis, MO 63132-0252 | $106,283 |
| Line Item | Amount |
|---|---|
| Other Expenses | $2,910,149 |
| Salaries, Compensation, and Employee Benefits | $1,349,951 |
| Grants and Similar Amounts Paid | $23,000 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Conferences and Meetings | $1,609,466 | $232,557 | - | $1,842,023 |
| Current Officers, Directors, Trustees, and Key Employees | - | $738,750 | - | $738,750 |
| Other Salaries and Wages | - | $414,779 | - | $414,779 |
| Fees for Services Other | $59,688 | $114,959 | - | $174,647 |
| Other Employee Benefits | - | $123,678 | - | $123,678 |
| Travel | $18,326 | $101,361 | - | $119,687 |
| Occupancy | $11,020 | $88,951 | - | $99,971 |
| Payroll Taxes | - | $72,744 | - | $72,744 |
| Information Technology | $26,335 | $45,859 | - | $72,194 |
| All Other Expenses | $34,861 | $34,890 | - | $69,751 |
| Other Expenses | $46,099 | $21,851 | - | $67,950 |
| Advertising | $18,741 | $25,999 | - | $44,740 |
| Office Expenses | $2,367 | $36,875 | - | $39,242 |
| Insurance | $9,671 | $18,614 | - | $28,285 |
| Grants to Domestic Individuals | $23,000 | - | - | $23,000 |
| Depreciation Depletion | - | $19,360 | - | $19,360 |
| Total Functional Expenses | $2,043,824 | $2,239,276 | $0 | $4,283,100 |
| Line Item | Amount |
|---|---|
| Total Expenses per Audited Statements | $4,328,100 |
| Expenses per Audited Statements | $4,283,100 |
| Total Expenses per Form 990 | $4,283,100 |
| Expenses Not Reported on Form 990 | $45,000 |
| Expenses Not Reported on Financial Statements | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“The 990 is reviewed by the executive director, who reports to the board of directors on the 990 filing.”
“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.”
“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.”
“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.”
“Officer #5, rod travers, was board chair from 7/1/2017 through 7/16/2017 and then became executive vice president from 7/17/2017 through 6/30/2018.”
“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.”
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/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 1353028 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 1596817 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 1054 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | THE MISSION OF IASA IS TO INITIATE AND FACILITATE THE EXCHANGE OF EDUCATIONAL INFORMATION AND IDEAS AMONG INSURANCE RELATED PROFESSIONALS TO ENHANCE THE EFFECTIVENESS OF THESE INDIVIDUALS, THEIR EMPLOYERS, AND THE FINANCIAL SERVICES INDUSTRY AS A WHOLE. |
| IRS990/AdvertisingGrp/ManagementAndGeneralAmt | 0 | 25999 |
| IRS990/AdvertisingGrp/ProgramServicesAmt | 0 | 18741 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 44740 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 34890 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 34861 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 69751 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | ROD TRAVERS |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 9194890991 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 51340 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | DURHAM |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NC |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 27717 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 1382641 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 645176 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 4 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 738750 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 738750 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 1 |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 232557 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 1609466 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 1842023 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 834733 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 330842 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 2 | 298000 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 3 | 106283 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 10400 FERNWOOD ROAD |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 1 | PO BOX 650519 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 2 | 23 SOUTH HOPE AVE |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 3 | PO BOX 28252 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | BETHESDA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 1 | DALLAS |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 2 | SANTA BARBARA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 3 | ST LOUIS |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | MA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 1 | TX |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 2 | CA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 3 | MO |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 208171102 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 1 | 752650519 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 2 | 93105 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 3 | 631320252 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | MARRIOTT |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 1 | FREEMAN AUDIO VISUAL |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 2 | BIG SPEAK |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 3 | SWIFT PRINT COMMUNICATIONS |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | CONFERENCE HOTEL |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | SHOW DECORATOR |
| IRS990/ContractorCompensationGrp/ServicesDesc | 2 | CONFERENCE SPEAKERS |
| IRS990/ContractorCompensationGrp/ServicesDesc | 3 | PRINTER |
| IRS990/CostOfGoodsSoldAmt | 0 | 17901 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 23000 |
| IRS990/CYInvestmentIncomeAmt | 0 | 122830 |
| IRS990/CYOtherExpensesAmt | 0 | 2910149 |
| IRS990/CYOtherRevenueAmt | 0 | 59959 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 3260236 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -840075 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 1349951 |
| IRS990/CYTotalExpensesAmt | 0 | 4283100 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 3443025 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 373943 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 323300 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 19360 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 19360 |
| IRS990/Desc | 0 | 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 ENVIRONMENT. THE ATTENDANCE AT OUR 2018 ANNUAL CONFERENCE WAS STRONG, WITH AN ATTENDANCE OF OVER 1,239. OUR EXECUTIVE ROUNDTABLES HAD A TOTAL OF 248 ATTENDEES. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 10 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 2043824 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 114959 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 59688 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 174647 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 0.25 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 4.25 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 15.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 0.25 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 0.25 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 7583 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 25898 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 18665 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 23650 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | DARBY O'NEILL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | ANNETTE DEVINE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | RAY HAZEL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | MARGARET HORN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | TIM MORGAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | CELESKA FREDIANELLI |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | ANIL CHACKO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | ROD TRAVERS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | BEECH TURNER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | CARLOS CORREA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | JOE POMILIA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | MARGARET MCKEON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | EUGENE CHARLES GUNKEL |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 79493 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 198362 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 130911 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 155590 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | MEMBER-AT-LARGE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | MEMBER-AT-LARGE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | MEMBER-AT-LARGE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | MEMBER-AT-LARGE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | CIO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | EVP |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | PRESIDENT ELECT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | CFO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | EXECUTIVE DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | VP OF CONFERENCE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | VP OF BUSINESS DEVELOPMENT |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 0 |
| IRS990/Form990TFiledInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1994 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 19867 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 11 |
| IRS990/GrantAmt | 0 | 23000 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 23000 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 23000 |
| IRS990/GrantsToIndividualsInd | 0 | 1 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 121680 |
| IRS990/GrossReceiptsAmt | 0 | 3562739 |
| IRS990/GrossSalesOfInventoryAmt | 0 | 49465 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 9 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 3 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 45859 |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 26335 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 72194 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 18614 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 9671 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 28285 |
| IRS990/InventoriesForSaleOrUseGrp/BOYAmt | 0 | 14263 |
| IRS990/InventoriesForSaleOrUseGrp/EOYAmt | 0 | 11203 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 102963 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 102963 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 2286424 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 2350544 |
| IRS990/IRPDocumentCnt | 0 | 26 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 389010 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 47608 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 48651 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 437661 |
| IRS990/LegalDomicileStateCd | 0 | NC |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 101813 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 1 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | THE MISSION OF IASA IS TO INITIATE AND FACILITATE THE EXCHANGE OF EDUCATIONAL INFORMATION AND IDEAS AMONG INSURANCE RELATED PROFESSIONALS TO ENHANCE THE EFFECTIVENESS OF THESE INDIVIDUALS, THEIR EMPLOYERS, AND THE FINANCIAL SERVICES INDUSTRY AS A WHOLE. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 2086496 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 1215012 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 19867 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 19867 |
| IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt | 0 | 31564 |
| IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 31564 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -31409 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 88951 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 11020 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 99971 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 36875 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 2367 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 39242 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 123678 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 123678 |
| IRS990/OtherExpensesGrp/Desc | 0 | EQUIPMENT RENTAL |
| IRS990/OtherExpensesGrp/Desc | 1 | BANK CHARGES |
| IRS990/OtherExpensesGrp/Desc | 2 | PRINTING |
| IRS990/OtherExpensesGrp/Desc | 3 | POSTAGE |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 25673 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 85561 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 36815 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 3 | 21851 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 139817 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 44433 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 46099 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 165490 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 85561 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 81248 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 67950 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 541800 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 1 | 611710 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | ADVERTISING SALES |
| IRS990/OtherRevenueMiscGrp/Desc | 1 | MISCELLANEOUS |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 0 | 1955 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 26440 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 1 | 1955 |
| IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt | 0 | 26440 |
| IRS990/OtherRevenueTotalAmt | 0 | 28395 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 414779 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 414779 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 72744 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 72744 |
| IRS990/PoliciesReferenceChaptersInd | 0 | 1 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 77886 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 62350 |
| IRS990/PrincipalOfficerNm | 0 | ROD TRAVERS |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 611710 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 611710 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 611710 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 3 | 611710 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 4 | 611710 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EXHIBIT FEES |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | REGISTRATION FEES |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | MEMBERSHIP DUES |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | CONFERENCE SPONSORSHIPS |
| IRS990/ProgramServiceRevenueGrp/Desc | 4 | BUSINESS SHOW |
| IRS990/ProgramServiceRevenueGrp/ExclusionAmt | 0 | 1183273 |
| IRS990/ProgramServiceRevenueGrp/ExclusionAmt | 1 | 539825 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 882338 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 638250 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 15550 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 1183273 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 882338 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 638250 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 539825 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 4 | 15550 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 19550 |
| IRS990/PYInvestmentIncomeAmt | 0 | 79446 |
| IRS990/PYOtherExpensesAmt | 0 | 2718934 |
| IRS990/PYOtherRevenueAmt | 0 | 87083 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 3585608 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -118414 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 1132067 |
| IRS990/PYTotalExpensesAmt | 0 | 3870551 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 3752137 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -840075 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RevenueAmt | 0 | 1568702 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 4645 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 16151 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 102963 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 82615 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 83441 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 56549 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 9973 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 335541 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 1586603 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 1572523 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 1700211 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 1730879 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 1642648 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 8232864 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt | 0 | 1723098 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt | 0 | 2082223 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt | 0 | 2342790 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt | 0 | 2212876 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt | 0 | 2195696 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt | 0 | 10556683 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 102963 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 82615 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 83441 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 56549 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 9973 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 335541 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.01740 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.01320 |
| IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 58005 |
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Displayed year
2018 • Form 990Detailed filing. Detailed filing data is available for this year.