2025-11-10T10:41:39-06:00 2024-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2024-01-01 132942996 Insights Association Inc INSI 2029150333 1629 K Street NW 300 Washington DC 20006 Melanie Courtright CEO 2029150333 2025-11-10 1 1 Jie Chen CPA P01049760 7038930300 2024 2025-03-06 01:10:19Z Melanie Courtright 1629 K Street NW 300 Washington DC 20006 6404276 0 X www.insightsassociation.org X 2017 NY To promote, unify and advance the insight, opinion and marketing research profession. 11 11 13 300 0 0 1074546 0 3681295 4557645 18862 480785 2947 8100 4777650 5046530 32500 32000 0 0 1903402 2133959 0 0 0 3068235 2646656 5004137 4812615 -226487 233915 2340373 1600196 1733859 1087710 606514 512486 X Founded in 2017, the Association is the leading and largest association of the opinion and marketing research profession, which delivers insights and intelligence to guide the decisions of companies providing products and services to consumers and businesses. 0 0 Insights & Strategies Conference: The Annual Conference was designed for marketing researchers who discover insights and develop strategies to promote products, services or ideas. Corporate Researchers Conference: The Corporate Researchers Conference (CRC) was developed by and for corporate researchers to provide the most effective way for them to learn, advance and gain a competitive edge. CEO Summit: Insights Association's CEO Summit is a unique collaborative exchange designed for C-Level executives of small to mid-size marketing research firms. Professional Research Certification: Professional Researcher Certification (PRC) is designed to encourage the highest standards within the marketing research profession: to raise competency, establish an objective measure of an individual's knowledge and proficiency and to encourage professional development. Development, promotion and dissemination of knowledge and information relating to marketing research and the achievement of its exempt purpose and objectives through publications.Maintenance of industry programs and initiatives aimed at providing information and awareness of current events, changes in the industry, and presentation of federal activity affecting members. 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 5 0 1 13 1 0 0 0 0 1 1 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 DC X The Organization 2029150333 1629 K Street NW 300 Washington DC 20006 Jackie Chan Chair 1.50 X X 0 0 0 Terrae Schroeder Chair Elect 1.50 X X 0 0 0 Tyler McMullen Treasurer 1.50 X X 0 0 0 Alice Butler Secretary 1.50 X X 0 0 0 Scott Baker Past Chair 1.50 X X 0 0 0 Camille Nicita Director at Large (Outgoing 12/31/2024) 1.50 X 0 0 0 Lauren Demar Director at Large (Outgoing 12/31/2024) 1.50 X 0 0 0 Jill Donahue Director at Large 1.50 X 0 0 0 Michelle Gansle Director at Large (Outgoing 12/31/2024) 1.50 X 0 0 0 Jing Mertogou Director at Large 1.50 X 0 0 0 Tchicaya Robertson Director at Large 1.50 X 0 0 0 Melanie Courtright CEO 40.00 X 389215 0 22902 Nicole Symelidis COO 40.00 X 164583 0 9050 Lisa Beck Sales 40.00 X 237421 0 7002 Shannon Danzy Sales 40.00 X 110000 0 504 Howard Fienberg SVP, Advocacy 40.00 X 130000 0 7438 Art Flanagan VP, Programming 40.00 X 125000 0 7927 Juliana Wood Director CIRQ 0.00 40.00 X 0 104000 6290 1156219 104000 61113 6 0 1 0 Magnit LLC PO Box 89-4151 Los Angeles CA 90189 IDEAtors 249330 1 Conference revenue 900099 2451323 871414 1579909 Membership dues 813920 1865550 1865550 Certifications 900099 158891 158891 Publication 900099 81881 81881 4557645 30372 30372 1808159 1357746 450413 450413 450413 Miscellaneous Income 900099 8100 8100 8100 5046530 2977736 0 2068794 X 32000 585750 1261832 65890 82237 138250 66183 11498 490460 26347 66266 188315 1696 142505 1482575 26906 28394 15784 Dues and subscriptions 74260 Chapter expenses 15888 Miscellaneous expense 9504 License and fees 75 4812615 656422 304636 133117 30414 265477 124700 677235 566612 134317 110623 1151040 1027284 0 2539 2340373 1600196 650579 334635 690980 605079 392300 147996 1733859 1087710 X 606514 512486 606514 512486 2340373 1600196 233915 -327943 0 X 0 1 X 1 0 0 0 0 1865550 126857 126857 126857 48232 31419 16813 629003 535193 93810 110623 X Part X, Line 2: Management has evaluated the Organization's tax positions and concluded that the Organization's consolidated financial statements do not include any uncertain tax positions that qualify for either recognition or disclosure in the consolidated financial statements for the years ended December 31, 2024 and 2023. 1 Central Atlantic Chapter PO Box 3242 Grand Central Station New York NY 10163 112487094 501(c)6 6500 0 Operations North Central Chapter 6705 Halstead Ave Minnetrista MN 55364 931219159 501(c)6 6500 0 Operations South Central Chapter 12825 1st Ave S Seattle WA 98168 942936757 501(c)6 5500 0 Operations 0 3 Part I, Line 2: The conditions for annual incentive grants for Chapters are as follows: a. Chapter has held and documented at least six (6) Board Meetings in the applicable year b. Chapter has made all required federal and state tax filings by the applicable deadline or otherwise secured an extension and file by the applicable extension deadline, and has submitted copies of such filings to Insights Headquarters c. Chapter has maintained its entity's status as a valid corporation in good standing and submitted proof of the same to Insights Headquarters d. Chapter has updated bank accounts/signature authority as needed and submit all corresponding info to Insights Headquarters e. Education and Networking: Chapter has held at least one (1) in-person networking events per major metro area (to a maximum of four [4]). As a condition for the Incentive Grants, dates for all events (both virtual and in-person) must be submitted to Insights Headquarters at least sixty (60) days prior to event date using the HQ-provided form and process to ensure their spot on the calendar and that they do not conflict with other scheduled Insights events. Incentive Grants are payable by the end of the applicable year, contingent upon all the above criteria being met at that time. X X 1 0 0 Melanie Courtright CEO 375000 0 14215 0 0 0 0 0 22902 0 412117 0 0 0 Lisa Beck Sales 89333 0 148088 0 0 0 0 0 7002 0 244423 0 0 0 Nicole Symelidis COO 164583 0 0 0 0 0 0 0 9050 0 173633 0 0 0 Form 990, Part I, Line 1, Description of Organization Mission: Launched in 2017, the Insights Association was formed through the merger of two organizations with long, respected histories of servicing the market research and analytics industry: CASRO (founded in 1975) and MRA (founded in 1957). The result is a new, larger and more connected association with a unified, coordinated and higher profile voice, aligned in mission and message, and ultimately more effective at advancing the industry and profession in which we all share an abiding passion. The Insights Association strives to effectively represent, advance, and grow the research profession and industry. Specifically, the organization: Provides government advocacy through legislative, regulatory and judicial means; Cares for and improves the industry's image in the eyes of the media and public; Markets the business case for industry products and services to buyers and users Sets and enforces professional standards; Establishes and reinforces best practices; and Helps members grow their businesses, their departments, and themselves as research professionals. Form 990, Part VI, Section A, line 6 The Association has members. Form 990, Part VI, Section A, line 7a The members elect the Board of Directors. Form 990, Part VI, Section A, line 7b Members in good standing are eligible to vote on Association matters. The Bylaws may be amended or repealed in whole or in part by an affirmative majority vote of the membership in accordance with the provisions of the Bylaws. The Bylaws also may be amended by an affirmative two-thirds majority vote of the Board of Directors provided that the change does not fundamentally alter the Association's purpose, as determined by the Board of Directors. The Board of Directors will inform the membership within 30 days of all changes to the Bylaws. Form 990, Part VI, Section B, line 11b The Form 990 is prepared by independent accountant. Review of the Form 990 is a joint effort between the Executive Committee, the CEO and the staff to ensure accuracy, completeness and overall compliance. Any issues regarding accuracy, or completeness are corrected prior to filing of the Form 990. Form 990, Part VI, Section B, line 12c Any conflicts of interest are identified and monitored throughout the year and any deviations or concerns are brought to the Board of Directors's attention for further review and resolution. Form 990, Part VI, Section B, line 15a Compensation paid to the CEO is negotiated between the compensation committee of the Board of Directors and the CEO benchmarking against salary survey data. Such issues as base compensation and bonuses, if any, are determined at the time of the negotiations and included in the terms of the contract. Performance is reviewed on an annual basis by the Executive Committee and brought to the full Board for approval, to determine compliance and pay bonuses based upon that performance. Form 990, Part VI, Section C, line 19 Governing documents and the Association's conflict of interest policy are provided to interested parties upon request. The Organization's Articles and Bylaws are made available on the Organization's website. Financial statements are available upon request, provided the request is in writing and a reasonable amount of time allowed to gather the information and to deliver it to the requester. Form 990 is made available to all interested parties by request and by accessing the Guidestar Website. Form 990, Part IX, line 11g Other professional fees 490,460. Certification Institute for Research Quality 1156 15th Street NW Suite 700 Washington DC 20005 271484712 Certification DE 501(c)(6) Insights Association Inc 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 Certification Institute for Research P 104000