RISK AND INSURANCE MANAGEMENT SOCIETY INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- RISK AND INSURANCE MANAGEMENT SOCIETY INC (EIN 13-1860397)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202033179349302748
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T13:17:20-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100175001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131860397 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RISK AND INSURANCE MANAGEMENT SOCIETY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARY ROTH | InCareOfNm |
| Business Name Control | RISK | BusinessNameControlTxt |
| Phone | 2122869292 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1407 BROADWAY 29TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY ROTH | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2126553060 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paul Hammerschmidt | PreparerPersonNm |
| PTIN | P01384178 | PTIN |
| Phone | 2128858000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.249.96.48 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 26308920203175000016 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 39C0125CC38244DCDF9016B1ED97A2DB16F09D4F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 39C0125CC38244DCDF9016B1ED97A2DB16F09D4F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIMS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARY ROTH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1407 BROADWAY 29TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,597,820 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.RIMS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | TO EDUCATE, ENGAGE AND ADVOCATE FOR THE GLOBAL RISK COMMUNITY | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 62 | TotalEmployeeCnt |
| Total Volunteers | 164 | TotalVolunteersCnt |
| Total Gross UBI | $677,091 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$32,421 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $145,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,497,761 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,413,333 | CYProgramServiceRevenueAmt |
| PY Investment Income | $660,587 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,038,782 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,642,121 | PYOtherRevenueAmt |
| CY Other Revenue | $1,205,486 | CYOtherRevenueAmt |
| PY Total Revenue | $15,800,469 | PYTotalRevenueAmt |
| CY Total Revenue | $16,802,601 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $667,276 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,396,608 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,922,030 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,483,333 | PYOtherExpensesAmt |
| CY Other Expenses | $10,687,856 | CYOtherExpensesAmt |
| PY Total Expenses | $16,879,941 | PYTotalExpensesAmt |
| CY Total Expenses | $19,277,162 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,079,472 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,474,561 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,005,361 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,165,187 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,981,098 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,366,984 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,024,263 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,798,203 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE VISION OF THE RISK AND INSURANCE MANAGEMENT SOCIETY IS TO BE THE GLOBAL LEADER IN ALL ASPECTS OF RISK MANAGEMENT. THE MISSION OF THE SOCIETY IS TO EDUCATE, ENGAGE AND ADVOCATE FOR THE GLOBAL RISK COMMUNITY. THE GOALS OF THE SOCIETY ARE TO: 1) ENSURE A SUSTAINABLE AND ADAPTABLE ORGANIZATION 2) EQUIP RISK PROFESSIONALS GLOBALLY TO SUCCEED IN AN EVOLVING ENVIRONMENT 3) ENHANCE ENGAGEMENT WITH MEMBERS AND THE BROADER RISK COMMUNITY 4) EXPAND RIMS INFLUENCE WORLDWIDE | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | Conference - This department is responsible for the planning and production of RIMS Annual Conference & Exhibition, RIMS ERM Conference, RIMS CyberTech Conference, RIMS Risk Summits, and RIMS Risk Forums. RIMS Annual Conference & Exhibition is the definitive event for risk professionals, attracting approximately 10,000 risk professionals (Member, Non-Members and Exhibitors) worldwide. This prestigious event offers its attendees the widest range of educational programs, networking opportunities and communications of significant happenings that impact risk management. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Marketing - RIMS employs a centralized approach to its marketing and communications efforts, and has unified this service for all of its products, services and events under a single division. This methodology enables RIMS to maximize its impact and make the best use of its budget by cross-marketing its strategic objectives in all of its communications efforts. Marketing programs involve an integrated approach primarily focused on electronic, web-based and print materials and communications, social media, advertising, publishing, as well as media relations. RIMS Marketing also supports RIMS Marketplace, an online directory of relevant service and solution providers. RIMS Media Relations Division acts as a resource to major dailies, trade publications, and the general media. Through press releases, articles and interviews, RIMS Media Relations supports RIMS positions on key issues to risk managers and the public. RIMS Media Relations Division also coordinates all speaking opportunities for RIMS leadership. Using this approach, the Department fulfills its mandate to expand awareness of RIMS management to a broad audience. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Publications - Risk Management Magazine is RIMS' flagship publication. It is issued ten times per year and includes articles of interest to professionals responsible for risk and insurance management in business and industrial firms, public administration and government, insurance companies, agents and brokers, business services and others allied to the field. By providing in-depth analysis of the world of risk, Risk Management Magazine is a vital source of pertinent information for business. The magazine is supported by its official blog, The Risk Management Monitor, which offers daily coverage and analysis of the latest risk-related news and issues. Risk-Wire, distributed twice per week, is an exclusive news service for RIMS members that provides an executive summary and links to the most important risk management stories of the day. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (true) | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 67 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 62 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CA | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY ROTH | PersonNm |
| Phone | 2126553060 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1407 BROADWAY 29TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| MARY ROTH | |||||||||
| EXECUTIVE DIRECTOR/CEO | 35.0 | 0.0 | Yes (X) | $411,146 | $0 | $48,034 | |||
| ANNETTE HOMAN | |||||||||
| CHIEF OPERATING OFFICER | 35.0 | 3.0 | $248,607 | $0 | $60,811 | Yes (X) | |||
| MARK PRYSOCK | |||||||||
| GENERAL COUNSEL | 35.0 | 2.0 | $227,028 | $0 | $57,753 | Yes (X) | |||
| MICHAEL PETERS | |||||||||
| VP - INFORMATION TECHNOLOGY | 35.0 | 0.0 | $213,644 | $0 | $59,301 | Yes (X) | |||
| CAROL FOX | |||||||||
| VP - STRATEGIC INITIATIVES | 35.0 | 0.0 | $190,682 | $0 | $47,007 | Yes (X) | |||
| STUART RUFF-LYON | |||||||||
| VP - EVENTS | 35.0 | 0.0 | $166,008 | $0 | $34,498 | Yes (X) | |||
| STEPHEN CHOU | |||||||||
| VP - GLOBAL DEVELOPMENT | 35.0 | 0.0 | $164,977 | $0 | $33,151 | Yes (X) | |||
| KATHERINE GLEDHILL FR | |||||||||
| VP - FINANCE AND ACCOUNTING | 35.0 | 2.0 | Yes (X) | $64,362 | $0 | $3,854 | |||
| NEIL SWANSON THRU 41 | |||||||||
| VP - FINANCE AND ACCOUNTING | 35.0 | 2.0 | Yes (X) | $43,297 | $0 | $6,899 | |||
| GLORIA BROSIUS | |||||||||
| PRESIDENT EFF. 1/19 | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| STEVE POTTLE | |||||||||
| VICE PRESIDENT | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| LAURA LANGONE | |||||||||
| TREASURER EFF. 1/19 | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| BARRY DILLARD | |||||||||
| SECRETARY EFF. 1/19 | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ROBERT CARTWRIGHT | |||||||||
| EX-OFFICIO EFF. 1/19 | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DAVID ARICK FROM 119 | |||||||||
| DIRECTOR | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| ELLEN R DUNKIN | |||||||||
| DIRECTOR | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| SUSAN HITESHEW | |||||||||
| DIRECTOR | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| GARY NESBIT FROM 119 | |||||||||
| DIRECTOR | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| SOUBHAGYA PARIJA | |||||||||
| DIRECTOR | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| KRISTEN REED | |||||||||
| DIRECTOR | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| JENNIFER SANTIAGO FRO | |||||||||
| DIRECTOR | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| PATRICK STERLING | |||||||||
| DIRECTOR | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| ROBERT ZHANG | |||||||||
| DIRECTOR EFF. 1/19 | 5.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,729,751 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $351,308 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 20 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FREEMAN AUDIO VISUAL INC | |||||
| 1600 VICEROY DRIVE SUITE 100 | DALLAS | TX | 75235 | AUDIO & VISUAL | $1,067,893 |
| THE CONVENTION STORE | |||||
| 405 HEADQUARTERS DRIVE SUITE 7 | MILLERSVILLE | MD | 21108 | TRANSPORTATION | $456,017 |
| LEVY RESTAURANTS | |||||
| 415 SUMMER STREET | BOSTON | MA | 02210 | CATERING | $442,672 |
| SPEAK INC | |||||
| 10680 TREENA STREET SUITE 230 | SAN DIEGO | CA | 92131 | PROFESSIONAL SPEAKER | $206,001 |
| SPRINGTHROUGH CONSULTING | |||||
| 62 COMMERCE AVENUE SW | GRAND RAPIDS | MI | 49503 | CONSULTING SVCS. | $185,471 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $145,000 | AllOtherContributionsAmt |
| Total Contributions | $145,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CONFERENCE/SEMINARS | 900099 | $10,543,131 | $10,481,081 | $62,050 |
| MEMBERSHIP DUES | 900099 | $2,282,864 | $2,282,864 | |
| PUBLICATIONS | 511120 | $780,802 | $555,788 | $225,014 |
| EDUCATION, CERTIFICATION, AND GRMI | 611430 | $476,467 | $476,467 | |
| MEMBERSHIP AND CHAPTER SERVICES | 541990 | $330,069 | $330,069 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,413,333 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $285,721 | TotalRevenueColumnAmt |
| Exclusion | $285,721 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,548,280 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,795,219 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $753,061 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $753,061 | TotalRevenueColumnAmt |
| Exclusion | $753,061 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|---|
| ADVERTISING | 541800 | $665,766 | $390,027 | $275,739 | |
| ADMINISTRATIVE FEES | 561000 | $499,303 | $499,303 | ||
| OTHER INCOME | 900099 | $40,417 | $40,417 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,205,486 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,802,601 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,625,572 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $677,091 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,354,938 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $602,543 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,733 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $887,010 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,358,715 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $402,031 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $834,210 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $440,064 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,102 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,910 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $428,094 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,317 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $291,349 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $602,060 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,629,173 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $505,213 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $409,847 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,777,219 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,506 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $290,337 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| MEMBERSHIP EXPENSES | $344,364 |
| EDITORIAL & CIRCULATION EXP. | $279,386 |
| HR & OTHER PERSONNEL COSTS | $157,074 |
| STAFF TRAINING | $67,965 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $397,940 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,277,162 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,254,719 | BOYAmt |
| EOY | $1,378,131 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $615,687 | BOYAmt |
| EOY | $377,250 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $860,752 | BOYAmt |
| EOY | $739,993 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,426,666 | BOYAmt |
| EOY | $1,280,637 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,654,734 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,806,505 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $848,002 | BOYAmt |
| EOY | $848,229 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,496,899 | BOYAmt |
| EOY | $11,975,567 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $502,636 | BOYAmt |
| EOY | $565,380 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,005,361 | BOYAmt |
| EOY | $17,165,187 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,185,663 | BOYAmt |
| EOY | $1,418,318 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,180,775 | BOYAmt |
| EOY | $4,888,685 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $614,660 | BOYAmt |
| EOY | $1,059,981 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,981,098 | BOYAmt |
| EOY | $7,366,984 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,024,263 | BOYAmt |
| EOY | $9,798,203 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,024,263 | BOYAmt |
| EOY | $9,798,203 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,005,361 | BOYAmt |
| EOY | $17,165,187 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,474,561 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,233,721 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $1 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $14,779 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Substantially All Dues Nonded | false | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | false | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | false | AgreeCarryoverPriorYearInd |
| Dues Assessments | $3,022,424 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $285,442 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | $7,457 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | $292,899 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $428,094 | AggregateReportedDuesNtcAmt |
| Taxable | -$135,195 | TaxableAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $252,931 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,827 | DepreciationAmt |
| Book Value | $227,104 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,190,093 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,115,755 | DepreciationAmt |
| Book Value | $74,338 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,211,710 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,664,923 | DepreciationAmt |
| Book Value | $546,787 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $848,229 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT PAYABLE | $587,772 |
| CONTRIBUTIONS TO AFFILIATES | $400,000 |
| LIABILITY FOR CHAPTER INVESTMENTS | $72,209 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,059,981 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $17,987,005 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,233,721 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,233,721 | RevenueNotReportedAmt |
| Revenue Subtotal | $16,753,284 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $49,317 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $49,317 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $16,802,601 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $19,227,845 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $19,227,845 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $49,317 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $49,317 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $19,277,162 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | Under ASC 740, "Income Taxes," an organization must recognize the tax benefit associated with tax positions taken for tax return purposes when it is more likely than not that the position will not be sustained upon examination by a taxing authority. Risk and Insurance Management Society, Inc. does not believe it has taken any material uncertain tax positions and, accordingly, it has not recorded any liability for unrecognized tax benefits. The Organization has filed for and received income tax exemptions in the jurisdictions where it is required to do so. Additionally, the Organization has filed IRS Form 990 information returns, as required, and all other applicable returns in jurisdictions where so required. For the year ended December 31, 2019, there were no interest or penalties recorded or included in the statement of activities. The Organization is subject to routine audits by a taxing authority. As of December 31, 2019, the Organization was not subject to any examination by a taxing authority. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| East Asia and the Pacific | Program Services | ANNUAL CONFERENCE | $739,637 |
| North America | Program Services | ANNUAL CONFERENCE | $289,663 |
| South Asia | Program Services | ANNUAL CONFERENCE | $64,176 |
| Europe (Including Iceland and Greenland) | Program Services | FREELANCE, MEDIA | $58,194 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $1,151,670 | SubtotalSpentAmt |
| Total Spent | $1,151,670 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPENCER EDUCATIONAL FOUNDATON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1407 BROADWAY 29TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 581420617 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $600,000 | CashGrantAmt |
| Purpose Of Grant | PROGRAM DEVELOPMENT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Student initiatives | 34 | $27,000 |
| Risk Management Challenge | 17 | $19,683 |
| ERM Conference Student Program | 18 | $11,050 |
| Cyber Risk Student Program | 27 | $7,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS ARE ACCOUNTED FOR IN THE GENERAL LEDGER AND MONITORED BY THE FINANCE DEPARTMENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARY ROTH | ||||||||||||||
| EXECUTIVE DIRECTOR/CEO | $376,146 | $0 | $35,000 | $0 | $0 | $0 | $20,945 | $0 | $27,089 | $0 | $459,180 | $0 | $0 | $0 |
| ANNETTE HOMAN | ||||||||||||||
| CHIEF OPERATING OFFICER | $213,407 | $0 | $35,200 | $0 | $0 | $0 | $14,558 | $0 | $46,253 | $0 | $309,418 | $0 | $0 | $0 |
| MARK PRYSOCK | ||||||||||||||
| GENERAL COUNSEL | $210,028 | $0 | $17,000 | $0 | $0 | $0 | $13,475 | $0 | $44,278 | $0 | $284,781 | $0 | $0 | $0 |
| MICHAEL PETERS | ||||||||||||||
| VP - INFORMATION TECHNOLOGY | $194,444 | $0 | $19,200 | $0 | $0 | $0 | $13,098 | $0 | $46,203 | $0 | $272,945 | $0 | $0 | $0 |
| CAROL FOX | ||||||||||||||
| VP - STRATEGIC INITIATIVES | $169,682 | $0 | $21,000 | $0 | $0 | $0 | $11,242 | $0 | $35,765 | $0 | $237,689 | $0 | $0 | $0 |
| STUART RUFF-LYON | ||||||||||||||
| VP - EVENTS | $146,008 | $0 | $20,000 | $0 | $0 | $0 | $10,100 | $0 | $24,398 | $0 | $200,506 | $0 | $0 | $0 |
| STEPHEN CHOU | ||||||||||||||
| VP - GLOBAL DEVELOPMENT | $151,977 | $0 | $13,000 | $0 | $0 | $0 | $8,873 | $0 | $24,278 | $0 | $198,128 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A: | FormAndLineReferenceDesc |
| Explanation | The President is allowed to bring a companion on two international trips per year. The President is issued a 1099 for such expenses. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4D: | a) Events This department plans and produces RIMS Annual Conference & Exhibition, RIMS ERM Conference, RIMS RiskTech Conference, RIMS Risk Summits, and RIMS Risk Forums. RIMS Annual Conference is the definitive event for risk professionals, attracting approximately 10,000 risk professionals (members, non-members, and exhibitors) worldwide. This prestigious event offers its attendees the widest rage of educational programs, networking opportunities, and current event analysis that impact the risk profession. b) Membership & Publications RIMS continues to make membership more accessible and inclusive for risk professionals around the world, launching a International Associate membership for emerging countries. RIMS continued expansion into focused countries, launching certification prep courses, expanding the number of internationally certified risk managers, and expanding educational offerings. A formal Diversity and Inclusion Advisory Council was established to address and promote resiliency and inclusion. A new website was unveiled with emphasis on delivering additional content and resources with improved navigation. Additionally, RIMS produces award-winning, industry-leading informational content and analysis both in print and digitally. RIMS publications address topics globally across the risk management spectrum including climate, cyber, ERM disaster, and supply chain risks. The RISK Management Magazine is issued 10 times per year. Its circulation includes professionals responsible for risk and insurance management in business and industrial firms, public administration and government, insurance companies, agents and brokers, business services and others associated with the risk management field. The organizations Risk Management Monitor is a daily blog offering coverage and analysis of the latest risk-related news and issues. RiskWire is a twice-weekly, curated news service providing and executive summary and links to the most important risk management stories. c) Strategic Initiatives & Education RIMS continued to develop new and refreshed course offerings within an expanded, progressive curriculum. A podcast series was launched to address relevant current events with industry experts. RIMS continued its involvement with international standards development and co-produced new content pieces addressing digital risk, GRC, risk practice excellence, and emerging risks. risks. |
| FORM 990, PART VI, SECTION A, LINE 6: | RISK AND INSURANCE MANAGEMENT SOCIETY, INC. is a membership organization. Membership types are Organizational (employed with risk responsibilities), Associate (vendor to risk management profession), Student (full time student majoring in risk management, insurance or business), Educational (professor in a program providing risk management, insurance or business education) Retired, and Transitional (member who lost employment), Individual (employed with risk responsibilities, but join separate from their organization). |
| FORM 990, PART VI, SECTION A, LINE 7A: | Organizational members elect the Board of Directors. |
| FORM 990, PART VI, SECTION A, LINE 7B: | Changes to the bylaws require approval by the voting (Organizational) members. |
| FORM 990, PART VI, SECTION B, LINE 11B: | FORM 990 IS PREPARED BY A NATIONALLY RENOWNED ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S MANAGEMENT. DRAFT FORM 990 IS REVIEWED BY THE ORGANIZATION'S MANAGEMENT AND AUDIT/FINANCE COMMITTEE. AFTER REVIEW THE FORM 990 IS THEN PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS BEFORE IT iS FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C: | BOARD MEMBERS AND EMPLOYEES' ARE REQUIRED TO SIGN CONFLICT OF INTEREST STATEMENTS UPON APPOINTMENT AND HIRE. GENERAL COUNSEL REVIEWS ALL CONTRACTS BEFORE THEY ARE EXECUTED. AS PART OF THAT REVIEW, QUESTIONS MAY ARISE REGARDING THE OTHER PARTYS KEY STAKEHOLDERS. IF A CONFLICT IS IDENTIFIED, THE GENERAL COUNSEL WILL CONTACT THE RIMS VOLUNTEER WITH THE POTENTIAL CONFLICT, QUESTION HIM/HER ABOUT THE POTENTIAL CONFLICT, AND THEN RELAY ANY INFORMATION TO THE AUDIT COMMITTEE. OF NOTE: WE HAVE NOT ENCOUNTERED ANY CONFLICTS OF INTEREST TO DATE. THE POLICY APPLIES TO DIRECTORS, OFFICERS, COMMITTEE AND COUNCIL VOLUNTEERS, AND KEY STAFF MEMBERS. AS PREVIOUSLY STATED, THE GENERAL COUNSEL WILL MAKE AN INITIAL DETERMINATION ABOUT A POTENTIAL CONFLICT, AFTER WHICH IT WOULD BE FORWARDED TO THE AUDIT COMMITTEE FOR REVIEW. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE INDIVIDUAL WITH THE CONFLICT WILL BE ASKED TO RECUSE HIMSELF/HERSELF FROM ANY DELIBERATIONS OR DECISIONS RELATED TO THE BUSINESS TRANSACTION. IF THE CONFLICT IS DEEMED SUBSTANTIAL, THE INDIVIDUAL MAY BE ASKED TO RESIGN HIS/HER VOLUNTEER POSITION WITH RIMS. |
| FORM 990, PART VI, SECTION B, LINE 15A: | The Organizations Executive Committee reviews and approves changes to the Chief Executive Officers compensation. RIMS contracts with a third party to review and determine the competitiveness of the base salary and total compensation proposed for the CEO in relation to peer organizations, other not-for-profit organizations, and, as appropriate, for-profit entities. The third party provided information regarding the reasonableness and appropriateness of total compensation provided to the CEO to determine compliance with Intermediate Sanctions regulations. |
| FORM 990, PART VI, SECTION C, LINE 19: | THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | Foreign Currency Exchange gain...........$14,779 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLOBAL RISK MANAGEMENT INSTITUTE INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1407 BROADWAY 29TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134059911 | EIN |
| Primary Activities | PROF. Devel. | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIMS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |