Civic Intelligence

Self Insurance Institute of America

990 • Fiscal year 2013 • EIN 95-3619991

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 13, 2014

Organization ProfileN/A
883 NE Main Street 2nd Floor29681

(864) 962-2208

Siviq Scores

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

Liabilities / Assets

85th percentile

0.58x

Higher debt load relative to assets than 85% of similar nonprofits.

2013 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.24x

Higher debt load relative to revenue than 56% of similar nonprofits.

2013 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2013

Net Margin

68th percentile

7.6%

Higher net margin than 68% of similar nonprofits.

2013 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2013

Asset Growth

85th percentile

23%

Faster asset growth than 85% of similar nonprofits.

2013 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

73rd percentile

10%

Faster revenue growth than 73% of similar nonprofits.

2013 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$1,443,574

Up $267,373 (+23%) from 2012

Net Assets

Up

$601,170

Up $263,897 (+78%) from 2012

Liabilities

Up

$842,404

Up $3,476 (+0.4%) from 2012

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin68th percentile

Revenue

Up

$3,494,024

Up $323,621 (+10%) from 2012

Expenses

Up

$3,230,127

Up $165,618 (+5.4%) from 2012

Net Income

Up

$263,897

Up $158,003 (+149%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $920,701Liabilities 2010: $685,561Net Assets 2010: $235,1402010Assets 2011: $925,103Liabilities 2011: $693,724Net Assets 2011: $231,3792011Assets 2012: $1,176,201Liabilities 2012: $838,928Net Assets 2012: $337,2732012Assets 2013: $1,443,574Liabilities 2013: $842,404Net Assets 2013: $601,1702013Assets 2014: $1,860,895Liabilities 2014: $1,041,969Net Assets 2014: $818,9262014Assets 2015: $2,160,922Liabilities 2015: $978,794Net Assets 2015: $1,182,1282015Assets 2016: $2,571,308Liabilities 2016: $1,175,510Net Assets 2016: $1,395,7982016Assets 2017: $2,557,380Liabilities 2017: $1,040,361Net Assets 2017: $1,517,0192017Assets 2018: $3,138,560Liabilities 2018: $1,296,541Net Assets 2018: $1,842,0192018Assets 2019: $2,508,141Liabilities 2019: $1,303,376Net Assets 2019: $1,204,7652019Assets 2020: $2,140,600Liabilities 2020: $868,318Net Assets 2020: $1,272,2822020Assets 2021: $2,577,903Liabilities 2021: $1,213,330Net Assets 2021: $1,364,5732021Assets 2022: $3,219,396Liabilities 2022: $1,602,581Net Assets 2022: $1,616,8152022Assets 2023: $3,954,706Liabilities 2023: $2,034,955Net Assets 2023: $1,919,7512023Assets 2024: $4,121,881Liabilities 2024: $1,804,076Net Assets 2024: $2,317,8052024

Highlighted filing

2013

Assets$1,443,574
Liabilities$842,404
Net Assets$601,170
Open 2013 Filing

Operations Trend

Revenue Growth73rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Expenses 2010: $3,097,6392010Revenue 2011: $3,077,789Expenses 2011: $3,075,783Net Income 2011: $2,0062011Revenue 2012: $3,170,403Expenses 2012: $3,064,509Net Income 2012: $105,8942012Revenue 2013: $3,494,024Expenses 2013: $3,230,127Net Income 2013: $263,8972013Revenue 2014: $3,809,116Expenses 2014: $3,591,360Net Income 2014: $217,7562014Revenue 2015: $4,164,444Expenses 2015: $3,801,242Net Income 2015: $363,2022015Revenue 2016: $4,631,554Expenses 2016: $4,433,429Net Income 2016: $198,1252016Revenue 2017: $4,699,318Expenses 2017: $4,568,456Net Income 2017: $130,8622017Revenue 2018: $5,292,938Expenses 2018: $4,933,930Net Income 2018: $359,0082018Revenue 2019: $5,182,153Expenses 2019: $5,130,039Net Income 2019: $52,1142019Revenue 2020: $3,076,419Expenses 2020: $3,038,284Net Income 2020: $38,1352020Revenue 2021: $3,820,672Expenses 2021: $3,705,000Net Income 2021: $115,6722021Revenue 2022: $5,752,205Expenses 2022: $5,449,427Net Income 2022: $302,7782022Revenue 2023: $6,541,235Expenses 2023: $6,263,048Net Income 2023: $278,1872023Revenue 2024: $7,321,814Expenses 2024: $6,934,212Net Income 2024: $387,6022024

Highlighted filing

2013

Revenue$3,494,024
Expenses$3,230,127
Net Income$263,897
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 13, 2014
Return Version
2013v3.0
Gross Receipts
$3,494,024
Mission and Program Overview

Mission

General advancement of cooperation between members engaged in the self-insurance industry or users of self-insurance services.

General advancement of cooperation between members engaged in the self-insurance industry or users of self insurance services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$547,020$724,808▲ $177,788
Prepaid Expenses and Deferred Charges$629,148$717,738▲ $88,590
Accounts Receivable$33$1,028▲ $995
Total Assets$1,176,201$1,443,574▲ $267,373
Liabilities
Deferred Revenue$741,052$693,920▼ $47,132
Accounts Payable and Accrued Expenses$97,876$148,484▲ $50,608
Total Liabilities$838,928$842,404▲ $3,476
Net Assets / Fund Balance
Unrestricted Net Assets$337,273$601,170▲ $263,897
Total Net Assets Fund Balance$337,273$601,170▲ $263,897
Total Liabilities and Net Assets / Fund Balance$1,176,201$1,443,574▲ $267,373
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
John JonesChairman
Les BoughnerPresident
Donald DrelichVice President, Operations
Elizabeth MarinerDirector
Ernie ClevengerDirector
Jay RitchieDirector
Ronald DewsnupDirector
Steven LinkCFO
Revenue and Support

Revenue Composition

Contributions and Grants
$1,274,613
Program Service Revenue
$2,216,584
Investment Income
$2,484
Other Revenue
$343
All Other Contributions
$52,545
Change in Net Assets
$263,897

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,494,024
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$35,570
Total Revenue per Audited Statements
$3,529,594
Total Revenue per Form 990
$3,494,024
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,230,127
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$1,705,215--$1,705,215
All Other Expenses$158,192--$158,192
Other Expenses$133,158$117,675-$117,675
Advertising$50,873--$50,873
Fees for Services Accounting$13,264--$13,264
Total Functional Expenses$3,112,452$117,675$0$3,230,127

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,251,129
Expenses per Audited Statements$3,230,127
Total Expenses per Form 990$3,230,127
Expenses Not Reported on Form 990$21,002
Expenses Not Reported on Financial Statements$0
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Line 3 explanation - the institute has contracted with a management company to provide various management/administrative, production and publication services, internet services, and government relations/public affairs/lobbying services.”

Form 990, Part VI, Section A, Line 6

“Line 6 explanation - the organization's members are defined as any corporation, partnership, proprietorship, municipality or other governmental agency, association, health and welfare trust, or education institution organized in the usa.”

Form 990, Part VI, Section A, Line 7A

“Line 7a explanation - the members elect directors of the association”

Form 990, Part VI, Section B, Line 11

“Line 11a explanation - the tax return is reviewed by the association's chief staff executive, and copy of the final draft is available to all board members.”

Form 990, Part VI, Section C, Line 19

“Organization governing documentation is available to the public upon request”

Filing and Contact Details

Filer

EIN
95-3619991
Phone
8649622208

Signing Officer

Name
Erica Massey
Title
Executive Vice President
Phone
8649622208
Signed
2014-11-13
Discuss with paid preparer
Yes

Organization Details

Formed
1981
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
103

Preparer

Preparer
Michelle a Mcduffie
Phone
9492611120
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Less pac contr. Per irc sec 527(f)(3) 35,570.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Less pac exp. Per irc sec 527(f)(3) 21,002.”

Raw XML Appendix354 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/BOYAmt097876
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0148484
IRS990/AccountsReceivableGrp/BOYAmt033
IRS990/AccountsReceivableGrp/EOYAmt01028
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0GENERAL ADVANCEMENT OF COOPERATION BETWEEN MEMBERS ENGAGED IN THE SELF-INSURANCE INDUSTRY OR USERS OF SELF INSURANCE SERVICES.
IRS990/AdvertisingGrp/ProgramServicesAmt050873
IRS990/AdvertisingGrp/TotalAmt050873
IRS990/AllOtherContributionsAmt052545
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0158192
IRS990/AllOtherExpensesGrp/TotalAmt0158192
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10JENNIFER IVY
IRS990/BooksInCareOfDetail/PhoneNum07047815327
IRS990/BooksInCareOfDetail/USAddress/AddressLine104310 THERMAL DRIVE
IRS990/BooksInCareOfDetail/USAddress/City0MIDLAND
IRS990/BooksInCareOfDetail/USAddress/State0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCode028107
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0547020
IRS990/CashNonInterestBearingGrp/EOYAmt0724808
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01274613
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02484
IRS990/CYOtherExpensesAmt03230127
IRS990/CYOtherRevenueAmt0343
IRS990/CYProgramServiceRevenueAmt02216584
IRS990/CYRevenuesLessExpensesAmt0263897
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt03230127
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03494024
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0741052
IRS990/DeferredRevenueGrp/EOYAmt0693920
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0ALL OTHER CATEGORIES - THE GENERAL ADVANCEMENT OF COOPERATION BETWEEN THE ORGANIZATIONS NEARLY 679 MEMBERS ENGAGED IN THE SELF INSURANCE INDUSTRY AND/OR THE USERS OF SELF INSURANCE SERVICE AS WELL AS PROGRAM COMMUNICATION BETWEEN THE ORGANIZATIONS APPROXIMATELY 679 MEMBERS THROUGH THE SUPPORT OF ITS NEWSLETTER VIA GROUP SUBSCRIPTIONS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/ExpenseAmt02034182
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt013264
IRS990/FeesForServicesAccountingGrp/TotalAmt013264
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt01705215
IRS990/FeesForServicesManagementGrp/TotalAmt01705215
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
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/PersonNm0JOHN JONES
IRS990/Form990PartVIISectionAGrp/PersonNm1LES BOUGHNER
IRS990/Form990PartVIISectionAGrp/PersonNm2DONALD DRELICH
IRS990/Form990PartVIISectionAGrp/PersonNm3STEVEN LINK
IRS990/Form990PartVIISectionAGrp/PersonNm4ERNIE CLEVENGER
IRS990/Form990PartVIISectionAGrp/PersonNm5RONALD DEWSNUP
IRS990/Form990PartVIISectionAGrp/PersonNm6JAY RITCHIE
IRS990/Form990PartVIISectionAGrp/PersonNm7ELIZABETH MARINER
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/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT, OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt3CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03494024
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt02484
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02484
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt01222068
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0GENERAL ADVANCEMENT OF COOPERATION BETWEEN MEMBERS ENGAGED IN THE SELF-INSURANCE INDUSTRY OR USERS OF SELF INSURANCE SERVICES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0337273
IRS990/NetAssetsOrFundBalancesEOYAmt0601170
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0GOVERN. RELATIONS
IRS990/OtherExpensesGrp/Desc1EDUCATIONAL CONFERENCES
IRS990/OtherExpensesGrp/Desc2OUTSIDE EXPENSES
IRS990/OtherExpensesGrp/Desc3GENERAL AND ADMIN
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0117675
IRS990/OtherExpensesGrp/ProgramServicesAmt0663170
IRS990/OtherExpensesGrp/ProgramServicesAmt1388580
IRS990/OtherExpensesGrp/ProgramServicesAmt2133158
IRS990/OtherExpensesGrp/TotalAmt0663170
IRS990/OtherExpensesGrp/TotalAmt1388580
IRS990/OtherExpensesGrp/TotalAmt2133158
IRS990/OtherExpensesGrp/TotalAmt3117675
IRS990/OtherRevenueMiscGrp/BusinessCd0525100
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0343
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0343
IRS990/OtherRevenueTotalAmt0343
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0629148
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0717738
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/Desc0EDUCATIONAL CONFERENCE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02216584
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02216584
IRS990/ProgSrvcAccomActy2Grp/Desc0GOVERNMENT RELATIONS PROGRAM - LOBBYING SERVICES FOR FEDERAL AND STATE ISSUES AFFECTING ORGANIZATIONS NEARLY 679 MEMBERS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0619762
IRS990/ProgSrvcAccomActy3Grp/Desc0NATIONAL CONFERENCE AND EXPO - LARGE EDUCATIONAL CONFERENCE AND TRADE SHOWS SET UP FOR ORGANIZATIONS APPROXIMATELY 679 MEMBERS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0383282
IRS990/ProgSrvcAccomActyOtherGrp/Desc0MEMBERSHIP PROMOTION - PROMOTING ASSOCIATION ACTIVITIES AND MEMBERSHIP RECRUITING
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt075226
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01223874
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02242
IRS990/PYOtherExpensesAmt03064509
IRS990/PYOtherRevenueAmt02743
IRS990/PYProgramServiceRevenueAmt01941544
IRS990/PYRevenuesLessExpensesAmt0105894
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt03064509
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03170403
IRS990/ReconcilationRevenueExpnssAmt0263897
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/ExpensesNotReportedAmt021002
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03230127
IRS990ScheduleD/OtherExpensesIncludedAmt021002
IRS990ScheduleD/OtherRevenueAmt035570
IRS990ScheduleD/RevenueNotReportedAmt035570
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03494024
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0LESS PAC CONTR. PER IRC SEC 527(F)(3) 35,570.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1LESS PAC EXP. PER IRC SEC 527(F)(3) 21,002.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt03230127
IRS990ScheduleD/TotalRevenuePerForm990Amt03494024
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03529594
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03251129
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 3 EXPLANATION - THE INSTITUTE HAS CONTRACTED WITH A MANAGEMENT COMPANY TO PROVIDE VARIOUS MANAGEMENT/ADMINISTRATIVE, PRODUCTION AND PUBLICATION SERVICES, INTERNET SERVICES, AND GOVERNMENT RELATIONS/PUBLIC AFFAIRS/LOBBYING SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LINE 6 EXPLANATION - THE ORGANIZATION'S MEMBERS ARE DEFINED AS ANY CORPORATION, PARTNERSHIP, PROPRIETORSHIP, MUNICIPALITY OR OTHER GOVERNMENTAL AGENCY, ASSOCIATION, HEALTH AND WELFARE TRUST, OR EDUCATION INSTITUTION ORGANIZED IN THE USA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LINE 7A EXPLANATION - THE MEMBERS ELECT DIRECTORS OF THE ASSOCIATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LINE 11A EXPLANATION - THE TAX RETURN IS REVIEWED BY THE ASSOCIATION'S CHIEF STAFF EXECUTIVE, AND COPY OF THE FINAL DRAFT IS AVAILABLE TO ALL BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ORGANIZATION GOVERNING DOCUMENTATION IS AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01176201
IRS990/TotalAssetsEOYAmt01443574
IRS990/TotalAssetsGrp/BOYAmt01176201
IRS990/TotalAssetsGrp/EOYAmt01443574
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01274613
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0117675
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03112452
IRS990/TotalFunctionalExpensesGrp/TotalAmt03230127
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0838928
IRS990/TotalLiabilitiesEOYAmt0842404
IRS990/TotalLiabilitiesGrp/BOYAmt0838928
IRS990/TotalLiabilitiesGrp/EOYAmt0842404
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0337273
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0601170
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt075226
IRS990/TotalProgramServiceExpensesAmt03112452
IRS990/TotalProgramServiceRevenueAmt02216584
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02827
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02216584
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03494024
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0103
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01176201
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01443574
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0337273
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0601170
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10883 NE MAIN STREET 2ND FLOOR
IRS990/USAddress/City0SIMPSONVILLE
IRS990/USAddress/State0SC
IRS990/USAddress/ZIPCode029681
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ERICA MASSEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08649622208
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10SELF INSURANCE INSTITUTE OF AMERICA
ReturnHeader/Filer/BusinessNameControlTxt0SELF
ReturnHeader/Filer/EIN0953619991
ReturnHeader/Filer/PhoneNum08649622208
ReturnHeader/Filer/USAddress/AddressLine10883 NE MAIN STREET 2ND FLOOR
ReturnHeader/Filer/USAddress/City0SIMPSONVILLE
ReturnHeader/Filer/USAddress/State0SC
ReturnHeader/Filer/USAddress/ZIPCode029681
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330158349
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10LINK MURREL & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1018831 BARDEEN AVENUE STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0926121520
ReturnHeader/PreparerPersonGrp/PhoneNum09492611120
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE A MCDUFFIE
ReturnHeader/ReturnTs02014-11-17T16:45:02-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,443,574
Liabilities
$842,404
Net assets
$601,170
Revenue
$3,494,024
Expenses
$3,230,127
Net income
$263,897
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.12$1.80$2.32$7.32$6.93$0.39
2023Detailed filing. Detailed filing data is available for this year.$3.95$2.03$1.92$6.54$6.26$0.28
2022Detailed filing. Detailed filing data is available for this year.$3.22$1.60$1.62$5.75$5.45$0.30
2021Detailed filing. Detailed filing data is available for this year.$2.58$1.21$1.36$3.82$3.71$0.12
2020Detailed filing. Detailed filing data is available for this year.$2.14$0.87$1.27$3.08$3.04$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.51$1.30$1.20$5.18$5.13$0.05
2018Detailed filing. Detailed filing data is available for this year.$3.14$1.30$1.84$5.29$4.93$0.36
2017Detailed filing. Detailed filing data is available for this year.$2.56$1.04$1.52$4.70$4.57$0.13
2016Detailed filing. Detailed filing data is available for this year.$2.57$1.18$1.40$4.63$4.43$0.20
2015Detailed filing. Detailed filing data is available for this year.$2.16$0.98$1.18$4.16$3.80$0.36
2014Detailed filing. Detailed filing data is available for this year.$1.86$1.04$0.82$3.81$3.59$0.22
2013Detailed filing. Detailed filing data is available for this year.$1.44$0.84$0.60$3.49$3.23$0.26
2012Summary only. Only limited summary data is available for this year.$1.18$0.84$0.34$3.17$3.06$0.11
2011Summary only. Only limited summary data is available for this year.$0.93$0.69$0.23$3.08$3.08$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.69$0.24$3.10