Civic Intelligence

Insurance Accounting and Systems Association Inc

990 • Fiscal year 2019 • EIN 56-1526114

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 08, 2019

PO Box 51340Durham, NC 27717

(919) 489-0991

Siviq Scores

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

Liabilities / Assets

81st percentile

0.49x

Higher debt load relative to assets than 81% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

73rd percentile

0.32x

Higher debt load relative to revenue than 73% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

26th percentile

-5.3%

Higher net margin than 26% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

91st percentile

$220,271

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

3rd percentile

-33%

Faster asset growth than 3% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

27th percentile

-6.3%

Faster revenue growth than 27% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$2,104,465

Down $1,030,664 (-33%) from 2018

Net Assets

Down

$1,082,881

Down $132,131 (-11%) from 2018

Liabilities

Down

$1,021,584

Down $898,533 (-47%) from 2018

Revenue

Down

$3,226,361

Down $216,664 (-6.3%) from 2018

Expenses

Down

$3,398,800

Down $884,300 (-21%) from 2018

Net Income

Up

-$172,439

Up $667,636 (+79%) from 2018

Historical Trend

Balance Sheet Trend

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

$4.0M$2.0M$0-$2.0MAssets 2013: $3,268,587Liabilities 2013: $1,520,817Net Assets 2013: $1,747,7702013Assets 2014: $2,768,566Liabilities 2014: $880,723Net Assets 2014: $1,887,8432014Assets 2015: $3,523,684Liabilities 2015: $1,593,112Net Assets 2015: $1,930,5722015Assets 2016: $3,376,177Liabilities 2016: $1,271,713Net Assets 2016: $2,104,4642016Assets 2017: $3,813,467Liabilities 2017: $1,726,971Net Assets 2017: $2,086,4962017Assets 2018: $3,135,129Liabilities 2018: $1,920,117Net Assets 2018: $1,215,0122018Assets 2019: $2,104,465Liabilities 2019: $1,021,584Net Assets 2019: $1,082,8812019Assets 2020: $1,962,437Liabilities 2020: $1,833,263Net Assets 2020: $129,1742020Assets 2021: $2,485,061Liabilities 2021: $1,654,213Net Assets 2021: $830,8482021Assets 2022: $1,485,537Liabilities 2022: $1,323,080Net Assets 2022: $162,4572022Assets 2023: $627,915Liabilities 2023: $1,037,120Net Assets 2023: -$409,2052023Assets 2024: $92,464Liabilities 2024: $1,550,482Net Assets 2024: -$1,458,0182024

Highlighted filing

2019

Assets$2,104,465
Liabilities$1,021,584
Net Assets$1,082,881

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2013: $3,617,201Expenses 2013: $3,552,855Net Income 2013: $64,3462013Revenue 2014: $3,856,167Expenses 2014: $3,716,094Net Income 2014: $140,0732014Revenue 2015: $4,013,922Expenses 2015: $3,971,193Net Income 2015: $42,7292015Revenue 2016: $4,140,283Expenses 2016: $3,918,748Net Income 2016: $221,5352016Revenue 2017: $3,752,137Expenses 2017: $3,870,551Net Income 2017: -$118,4142017Revenue 2018: $3,443,025Expenses 2018: $4,283,100Net Income 2018: -$840,0752018Revenue 2019: $3,226,361Expenses 2019: $3,398,800Net Income 2019: -$172,4392019Revenue 2020: $1,010,040Expenses 2020: $1,925,765Net Income 2020: -$915,7252020Revenue 2021: $2,113,010Expenses 2021: $1,573,185Net Income 2021: $539,8252021Revenue 2022: $2,339,018Expenses 2022: $2,781,262Net Income 2022: -$442,2442022Revenue 2023: $1,512,064Expenses 2023: $2,150,974Net Income 2023: -$638,9102023Revenue 2024: $1,204,075Expenses 2024: $2,252,888Net Income 2024: -$1,048,8132024

Highlighted filing

2019

Revenue$3,226,361
Expenses$3,398,800
Net Income-$172,439
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 8, 2019
Return Version
2018v3.1
Gross Receipts
$4,306,785
Mission and Program Overview

Mission

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,350,544$1,389,271▼ $961,273
Cash and Non-Interest-Bearing Accounts$645,176$550,853▼ $94,323
Prepaid Expenses and Deferred Charges$62,350$63,649▲ $1,299
Accounts Receivable$1,054$52,063▲ $51,009
Land, Buildings, and Equipment, Net$48,651$32,881▼ $15,770
Inventories for Sale or Use$11,203$9,042▼ $2,161
Savings and Temporary Cash Investments$16,151$6,706▼ $9,445
Total Assets$3,135,129$2,104,465▼ $1,030,664
Liabilities
Accounts Payable and Accrued Expenses$1,596,817$656,459▼ $940,358
Deferred Revenue$323,300$365,125▲ $41,825
Total Liabilities$1,920,117$1,021,584▼ $898,533
Net Assets / Fund Balance
Unrestricted Net Assets$1,215,012$1,082,881▼ $132,131
Total Net Assets Fund Balance$1,215,012$1,082,881▼ $132,131
Total Liabilities and Net Assets / Fund Balance$3,135,129$2,104,465▼ $1,030,664

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$19,110$143,567$162,677
Other Land Buildings$0$161,334$161,334
Leasehold Improvements$13,771$99,879$113,650
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rod TraversExecutive DirectorFT$179,330$40,941$220,271
Joe PomiliaExecutive Director Thru Sept 2018FT$151,173$28,738$179,911
Eugene Charles GunkelVP of Business DevelopmentFT$145,195$26,249$171,444
Margaret MckeonVP of Conference Thru June 2019FT$127,250$18,422$145,672

Board Members and Trustees

NameTitle
Celeska FredianelliBoard Chair
Beech TurnerPresident
Carlos CorreaPresident Elect
Scott McenteeChief Financial Officer
Laurie MackloskyChief Information Officer
Annette DevineMember-at-large
Heather DunnMember-at-large
Margaret HornMember-at-large
Margarete ChalkerMember-at-large
Phil IaccarinoMember-at-large
Jessica LasherMember-at-large (thru Feb 2019)

Highest Paid Contractors

ContractorServicesLocationCompensation
Pointe Hilton Tapatio CliffsLodging11111 N 7TH STREET, Phoenix, AZ 85020$115,610
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,138,364
Investment Income
$48,911
Other Revenue
$39,086
Change in Net Assets
$-172,439

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,216,892
Revenue Not Reported on Financial Statements
$9,469
Revenue Not Reported on Form 990
$103,178
Total Revenue per Audited Statements
$3,320,070
Total Revenue per Form 990
$3,226,361
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,154,870
Salaries, Compensation, and Employee Benefits$1,233,930
Grants and Similar Amounts Paid$10,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$1,253,982$17,790-$1,271,772
Other Salaries and Wages$427,311$378,937-$806,248
Current Officers, Directors, Trustees, and Key Employees$114,395$114,395-$228,790
Fees for Services Other$95,689$98,831-$194,520
Other Employee Benefits$69,109$61,285-$130,394
Occupancy$16,559$88,951-$105,510
Travel$15,501$68,710-$84,211
Payroll Taxes$36,133$32,365-$68,498
Information Technology$38,405$17,450-$55,855
Advertising$47,742$5,173-$52,915
Office Expenses-$33,757-$33,757
Other Expenses$30,733$2,747-$33,480
Insurance$13,076$16,415-$29,491
Depreciation Depletion-$15,771-$15,771
Grants to Domestic Individuals$10,000--$10,000
Fees for Service Investment Mgmnt Fees-$9,469-$9,469
Total Functional Expenses$2,338,601$1,060,199$0$3,398,800

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,452,201
Total Expenses per Form 990$3,398,800
Expenses per Audited Statements$3,389,331
Expenses Not Reported on Form 990$62,870
Expenses Not Reported on Financial Statements$9,469
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The 990 is reviewed by the executive director and cfo, who reports to the board of directors on the 990 filing.

Form 990, Part VI, Section B, Line 12C

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.

Form 990, Part VI, Section B, Line 15

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.

Form 990, Part VI, Section C, Line 18

AVAILABLE UPON REQUEST.

Form 990, Part VI, Section C, Line 19

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.

Filing and Contact Details

Filer

Filer Name
Insurance Accounting and Systems
EIN
56-1526114
Phone
9194890991
Address
PO BOX 51340, DURHAM, NC 27717

Signing Officer

Name
Scott Mcentee
Title
Chief Financial Officer
Phone
9842447050
Signed
2019-10-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Mcentee
Formed
1994
Legal Domicile
Nc
Voting Board Members
11
Independent Board Members
10
Employees
11
Volunteers
162

Preparer

Firm
Blackman & Sloop Cpas Pa
Address
1414 RALEIGH RD SUITE 300, CHAPEL HILL, NC 27517
Preparer
Andrea Woodell Eason
Phone
9199428700
Supplemental Narrative

Additional Explanations

FORM 990, PAGE 1, LINE H(A):

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.

Raw XML AppendixShowing 400 of 902 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01596817
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0656459
IRS990/AccountsReceivableGrp/BOYAmt01054
IRS990/AccountsReceivableGrp/EOYAmt052063
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE 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/ManagementAndGeneralAmt05173
IRS990/AdvertisingGrp/ProgramServicesAmt047742
IRS990/AdvertisingGrp/TotalAmt052915
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KARYN SPAUDESCOTT MCENTEE
IRS990/BooksInCareOfDetail/PhoneNum09194890991
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 51340
IRS990/BooksInCareOfDetail/USAddress/CityNm0DURHAM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd027717
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0645176
IRS990/CashNonInterestBearingGrp/EOYAmt0550853
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0114395
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0114395
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0228790
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt017790
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt01253982
IRS990/ConferencesMeetingsGrp/TotalAmt01271772
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0115610
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt011111 N 7TH STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0PHOENIX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0AZ
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd085020
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0POINTE HILTON TAPATIO CLIFFS
IRS990/ContractorCompensationGrp/ServicesDesc0LODGING
IRS990/CostOfGoodsSoldAmt011032
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt010000
IRS990/CYInvestmentIncomeAmt048911
IRS990/CYOtherExpensesAmt02154870
IRS990/CYOtherRevenueAmt039086
IRS990/CYProgramServiceRevenueAmt03138364
IRS990/CYRevenuesLessExpensesAmt0-172439
IRS990/CYSalariesCompEmpBnftPaidAmt01233930
IRS990/CYTotalExpensesAmt03398800
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03226361
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0323300
IRS990/DeferredRevenueGrp/EOYAmt0365125
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt015771
IRS990/DepreciationDepletionGrp/TotalAmt015771
IRS990/Desc0IASA 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 2019 ANNUAL CONFERENCE WAS STRONG, WITH AN ATTENDANCE OF OVER 1,765, INCLUDING 223 ONPOINT ATTENDEES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt011
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02338601
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt098831
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt095689
IRS990/FeesForServicesOtherGrp/TotalAmt0194520
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt09469
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt09469
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.75
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt38.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt77.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt83.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt93.75
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1120941
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1228738
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1318422
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1419949
IRS990/Form990PartVIISectionAGrp/PersonNm0PHIL IACCARINO
IRS990/Form990PartVIISectionAGrp/PersonNm1MARGARET HORN
IRS990/Form990PartVIISectionAGrp/PersonNm2HEATHER DUNN
IRS990/Form990PartVIISectionAGrp/PersonNm3ANNETTE DEVINE
IRS990/Form990PartVIISectionAGrp/PersonNm4MARGARETE CHALKER
IRS990/Form990PartVIISectionAGrp/PersonNm5JESSICA LASHER
IRS990/Form990PartVIISectionAGrp/PersonNm6CELESKA FREDIANELLI
IRS990/Form990PartVIISectionAGrp/PersonNm7BEECH TURNER
IRS990/Form990PartVIISectionAGrp/PersonNm8CARLOS CORREA
IRS990/Form990PartVIISectionAGrp/PersonNm9SCOTT MCENTEE
IRS990/Form990PartVIISectionAGrp/PersonNm10LAURIE MACKLOSKY
IRS990/Form990PartVIISectionAGrp/PersonNm11ROD TRAVERS
IRS990/Form990PartVIISectionAGrp/PersonNm12JOE POMILIA
IRS990/Form990PartVIISectionAGrp/PersonNm13MARGARET MCKEON
IRS990/Form990PartVIISectionAGrp/PersonNm14EUGENE CHARLES GUNKEL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11199330
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12151173
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13127250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14151495
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0MEMBER-AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt1MEMBER-AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER-AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER-AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER-AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER-AT-LARGE (THRU FEB 2019)
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHIEF INFORMATION OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt11EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DIRECTOR THRU SEPT 2018
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP OF CONFERENCE THRU JUNE 2019
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP OF BUSINESS DEVELOPMENT
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-19392
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt010000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt010000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt010000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01050000
IRS990/GrossReceiptsAmt04306785
IRS990/GrossSalesOfInventoryAmt037633
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt017450
IRS990/InformationTechnologyGrp/ProgramServicesAmt038405
IRS990/InformationTechnologyGrp/TotalAmt055855
IRS990/InsuranceGrp/ManagementAndGeneralAmt016415
IRS990/InsuranceGrp/ProgramServicesAmt013076
IRS990/InsuranceGrp/TotalAmt029491
IRS990/InventoriesForSaleOrUseGrp/BOYAmt011203
IRS990/InventoriesForSaleOrUseGrp/EOYAmt09042
IRS990/InvestmentIncomeGrp/ExclusionAmt068303
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt068303
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02350544
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01389271
IRS990/IRPDocumentCnt027
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0404780
IRS990/LandBldgEquipBasisNetGrp/BOYAmt048651
IRS990/LandBldgEquipBasisNetGrp/EOYAmt032881
IRS990/LandBldgEquipCostOrOtherBssAmt0437661
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01069392
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01215012
IRS990/NetAssetsOrFundBalancesEOYAmt01082881
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-19392
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-19392
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt026601
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt026601
IRS990/NetUnrelatedBusTxblIncmAmt0-8000
IRS990/NetUnrlzdGainsLossesInvstAmt040308
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt088951
IRS990/OccupancyGrp/ProgramServicesAmt016559
IRS990/OccupancyGrp/TotalAmt0105510
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt033757
IRS990/OfficeExpensesGrp/TotalAmt033757
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt061285
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt069109
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0130394
IRS990/OtherExpensesGrp/Desc0EQUIPMENT RENTAL
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/Desc2PRINTING & POSTAGE
IRS990/OtherExpensesGrp/Desc3GIFTS, PRIZES, & AWARDS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015691
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt163505
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt218957
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt32747
IRS990/OtherExpensesGrp/ProgramServicesAmt0153114
IRS990/OtherExpensesGrp/ProgramServicesAmt116852
IRS990/OtherExpensesGrp/ProgramServicesAmt230733
IRS990/OtherExpensesGrp/TotalAmt0168805
IRS990/OtherExpensesGrp/TotalAmt163505
IRS990/OtherExpensesGrp/TotalAmt235809
IRS990/OtherExpensesGrp/TotalAmt333480
IRS990/OtherRevenueMiscGrp/BusinessCd0611710
IRS990/OtherRevenueMiscGrp/BusinessCd1541800
IRS990/OtherRevenueMiscGrp/BusinessCd2611710
IRS990/OtherRevenueMiscGrp/Desc0CHAPTER ADMINISTRATION FEES
IRS990/OtherRevenueMiscGrp/Desc1ADVERTISING SALES
IRS990/OtherRevenueMiscGrp/Desc2MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0305
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt010620
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010620
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11560
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2305
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt01560
IRS990/OtherRevenueTotalAmt012485
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0378937
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0427311
IRS990/OtherSalariesAndWagesGrp/TotalAmt0806248
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt032365
IRS990/PayrollTaxesGrp/ProgramServicesAmt036133
IRS990/PayrollTaxesGrp/TotalAmt068498
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt062350
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt063649
IRS990/PrincipalOfficerNm0SCOTT MCENTEE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/BusinessCd3611710
IRS990/ProgramServiceRevenueGrp/BusinessCd4611710
IRS990/ProgramServiceRevenueGrp/Desc0EXHIBIT FEES
IRS990/ProgramServiceRevenueGrp/Desc1REGISTRATION FEES
IRS990/ProgramServiceRevenueGrp/Desc2MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc3CONFERENCE SPONSORSHIPS
IRS990/ProgramServiceRevenueGrp/Desc4HOTEL REBATES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt0915475
IRS990/ProgramServiceRevenueGrp/ExclusionAmt1579590
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0911280
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1688750
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt242657
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0915475
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1911280
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2688750
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3579590
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt442657
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt023000
IRS990/PYInvestmentIncomeAmt0122830
IRS990/PYOtherExpensesAmt02910149
IRS990/PYOtherRevenueAmt059959
IRS990/PYProgramServiceRevenueAmt03260236
IRS990/PYRevenuesLessExpensesAmt0-840075
IRS990/PYSalariesCompEmpBnftPaidAmt01349951
IRS990/PYTotalExpensesAmt04283100
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03443025
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-172439
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01680520
IRS990/SavingsAndTempCashInvstGrp/BOYAmt016151
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06706
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt068303
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0102963
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt082615
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt083441
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt056549
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0393871
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01648895
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01586603
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01572523
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01700211
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01730879
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt08239111
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt01537722
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt01723098
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt02082223
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt02342790
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt02212876
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt09898709
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt068303
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0102963
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt082615
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt083441
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt056549
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0393871
IRS990ScheduleA/InvestmentIncomeCYPct00.02120
IRS990ScheduleA/InvestmentIncomePYPct00.01740
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt058005
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt058005

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings