2024-05-10T13:35:07-05:00 2023-06-30 PWC US TAX LLP 2001 MARKET STREET SUITE 1800 PHILADELPHIA PA 19103 990 2022-07-01 561526114 INSURANCE ACCOUNTING AND SYSTEMS ASSOCIATION INC % JEFFREY A SCHEIDT INSU 6106442100 720 PROVIDENCE ROAD MALVERN PA 193550716 JEFFREY A SCHEIDT TREASURER 6106442100 2024-05-10 true JEFFREY A SCHEIDT 999009999 ALBERT N ANTONELLI P01496650 2673303000 2024-05-08 3 2022 2023-04-26 12:10:37Z X JEFFREY A SCHEIDT 720 PROVIDENCE ROAD MALVERN PA 193550716 2111003 false X IASA.ORG X 1986 NC TO SHAPE, INFLUENCE, ELEVATE AND STRENGTHEN THE INSURANCE INDUSTRY THROUGH PROFESSIONAL GROWTH. 10 10 8 71 0 0 163770 0 1903121 1444158 51961 -53828 220166 121734 2339018 1512064 0 0 0 0 963585 966384 0 0 0 1817677 1184590 2781262 2150974 -442244 -638910 1485537 627915 1323080 1037120 162457 -409205 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/ false false 1322842 1565892 THE ANNUAL CONFERENCE AND TRADESHOW OF THE INSURANCE ACCOUNTING AND SYSTEMS ASSOCIATION (IASA) BRINGS TOGETHER INSURANCE PROFESSIONALS FOR EDUCATIONAL PROGRAMS AND NETWORKING EXPERIENCE FOCUSED ON INSPIRING AND ELEVATING THE ATTENDEES. 1322842 true false false false false false false false false false true false false false true false false false false false false false false false false false false false false true false false false false false false false false false false false false false true true true true false true 15 0 true 8 true false false false false false false false false false false false false X 10 10 false false false false true true false true true false true true false true true true true true false false false NC X JEFFREY A SCHEIDT 6106442100 720 PROVIDENCE ROAD MALVERN PA 193550716 KERRY CROCKETT CHIEF EXECUTIVE OFFICER 40.0 0.0 X 216845 0 35467 JAMES JENKINS STRETEGIC PARTNERSHIPS DIR 40.0 0.0 X 118701 0 27889 KELLI BOHANNON MEMBERSHIP ENGAGEMENT DIRECTOR 40.0 0.0 X 104340 0 13967 JASON NICKLES BOARD CHAIR (AS OF 07/22) 2.0 0.0 X X 0 0 0 SCOTT MCENTEE MEMBER-AT-LARGE 2.0 0.0 X 0 0 0 DOUG RAMSEY MEMBER-AT-LARGE 2.0 0.0 X X 0 0 0 TERRY OLEJNIK SECRETARY-TREASURER 2.0 0.0 X X 0 0 0 DAN BUTTKE MEMBER-AT-LARGE 2.0 0.0 X 0 0 0 ELISE FARNHAM MEMBER-AT-LARGE 2.0 0.0 X 0 0 0 PHIL IACCARINO MEMBER-AT-LARGE 2.0 0.0 X 0 0 0 RYAN HANSON MEMBER-AT-LARGE 2.0 0.0 X 0 0 0 ROD VAN GENDEREN MEMBER-AT-LARGE 2.0 0.0 X 0 0 0 KRISTINE WEBER MEMBER-AT-LARGE 2.0 0.0 X 0 0 0 439886 0 77323 3 false true false PROJECTION PRESENTATION TECHNOLOGY 400 East Pratt Street 10th Floor BALTIMORE MD 21202 Events - Audiovisual 256962 THE BALTIMORE CONVENTION CENTER 1 WEST PRATT STREET BALTIMORE MD 21201 CTR-MEETINGS/EVENTS 152630 CENTERPLATE 1 LANDMARK SQUARE STAMFORD CT 06901 FOOD CATERING 134577 3 0 EDUCATION EVENTS 611710 937344 937344 MEMBERSHIP DUES 611710 506814 506814 1444158 29214 29214 0 0 0 0 0 508338 591380 -83042 -83042 -83042 0 0 0 0 0 0 23600 7559 16041 16041 CHAPTER ADMINISTRATION 900099 29351 29351 MISCELLANEOUS 900099 76342 76342 105693 1512064 1565892 0 -53828 0 0 0 0 213832 53458 160374 0 592503 325877 266626 0 103434 53158 50276 56615 26967 29648 0 2389 2389 30106 30106 0 0 3474 3474 82868 82868 20820 20820 20787 20787 51992 46842 5150 0 16475 16475 15636 5496 10140 0 770136 770136 4044 4044 0 71236 71236 13617 7226 6391 BANK CHARGES 44309 44309 EQUIPMENT MAINTENANCE 20929 20929 PRINTING & POSTAGE 298 201 97 MISCELLANEOUS 15474 12661 2813 2150974 1322842 828132 0 X 219196 200798 32448 14989 0 0 41413 0 0 0 0 0 0 0 5888 5888 55439 0 587163 522838 135561 64325 986592 341915 0 0 0 0 0 0 9000 0 1485537 627915 464323 432445 0 0 505052 253407 0 0 0 0 0 0 149890 146242 0 0 203815 205026 1323080 1037120 X 162457 -409205 0 0 162457 -409205 1485537 627915 -638910 67248 X false false false X 0 7000 208594 163770 0 379364 1648895 877338 664104 1154990 1444158 5789485 1537722 71325 82590 953911 0 2645548 0 0 3186617 955663 955288 2272671 1444158 8814397 0 22544 0 0 53579 84254 160377 22544 0 0 53579 84254 160377 8654020 68303 51713 41086 58630 29214 248946 0 68303 51713 41086 58630 29214 248946 0 305 1155 1144752 42048 105693 1293953 3255225 1008531 2141126 2373349 1579065 10357296 0.83555 0.86800 0.02404 0.02650 X 113651 112591 1060 118714 113336 5378 354798 296911 57887 64325 0 PASS THRU CHAPTER FUNDS 201300 TRAVEL SCHOLARSHIP 3726 205026 X X false false false false false false false false false KERRY CROCKETT CHIEF EXECUTIVE OFFICER 205949 0 0 0 10896 0 26000 0 9467 0 252312 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THERE SHALL BE 6 (SIX) CLASSES OF IASA INDIVIDUAL PROFESSIONAL MEMBERSHIP: AFFILIATE - US AND CANADA, AFFILIATE - INTERNATIONAL, CORPORATE, EARLY CAREER, STUDENT AND EMERITUS. THERE SHALL BE 3 (THREE) CLASSES EACH FOR SOLUTION-PROVIDERS AND FOR INSURANCE CARRIERS. DECLARATION OF MEMBERSHIP CLASS SHALL BE MADE BY THE INDIVIDUAL, CONFIRMING THAT THEY SPEND 51% OR MORE OF THEIR TIME IN THEIR DESIGNATED MEMBERSHIP CLASS. FORM 990, PART VI, SECTION A, LINE 7A EACH YEAR THE NOMINATING COMMITTEE SHALL MEET AND SELECT UP TO THREE (3) CANDIDATES FOR EACH ELECTIVE OFFICE AND DIRECTORSHIP TO BE FILLED FROM THE LIST OF QUALIFIED APPLICANTS. THE CHAIRPERSON OF THE COMMITTEE SHALL REPORT THE NOMINATIONS TO THE BOARD CHAIR AND CEO NO LATER THAN 67 DAYS PRIOR TO THE ANNUAL CONFERENCE. THE CEO SHALL PROVIDE TO THE MEMBERSHIP THE SLATE OF CANDIDATES SELECTED BY THE NOMINATING COMMITTEE FOR VOTE AT THE NEXT ANNUAL CONFERENCE, AT LEAST 60 DAYS PRIOR TO SUCH ANNUAL CONFERENCE. THE CANDIDATE(S) FOR CHAIR-ELECT, SECRETARY-TREASURER AND EACH OPEN AT-LARGE BOARD POSITION WHO RECEIVE(S) THE HIGHEST NUMBER OF VOTES SHALL BE ELECTED. TIES SHALL BE RESOLVED BY A VOTE AT THE FIRST MEETING OF THE BOARD AFTER THE BALLOT, WITH THE BOARD CHAIR HAVING NO VOTE. IN THE EVENT OF A TIE IN THE BOARD VOTING, THE BOARD CHAIR SHALL HAVE A TIE-BREAKING VOTE. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE TREASURER, WHO REPORTS TO THE BOARD OF DIRECTORS ON THE 990 FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT-OF-INTEREST POLICY APPLIES TO THE FOLLOWING PERSONS: BOARD MEMBERS, OFFICERS, AND EMPLOYEES EXERCISING ANY AUTHORITY ON BEHALF OF THE ORGANIZATION. EACH PERSON SHALL ANNUALLY SUBMIT A CONFLICT-OF-INTEREST QUESTIONNAIRE TO THE SECRETARY-TREASURER. ALL CONFLICTS OF INTEREST SHALL BE DISCLOSED IN ANY GOVERNING BOARD OR OTHER COMMITTEE OR AN ASSOCIATION MEETING WHERE OFFICIAL ACTION IS TAKEN AND THE DECLARANT SHALL REFRAIN FROM VOTING IN ANY MATTER WITH RESPECT TO WHICH A CONFLICT EXISTS. THE CONFLICT-OF-INTEREST POLICY APPLIES TO THE FOLLOWING PERSONS: BOARD MEMBERS, OFFICERS, AND EMPLOYEES EXERCISING ANY AUTHORITY ON BEHALF OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE DETERMINES COMPENSATION FOR THE CEO USING INDEPENDENT SALARY STUDIES AS A GUIDE. THE CEO DETERMINES SALARIES FOR ALL OTHER STAFF. 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 ARE SHARED WITH MEMBERS UPON REQUEST. CONFLICT OF INTEREST POLICY AND FORMS ARE MAINTAINED ON OUR SECURE SERVER. 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 THE FILING A 990.