AMERICAN PROPERTY CASUALTY INSURANCE ASSOCIATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN PROPERTY CASUALTY INSURANCE ASSOCIATION (EIN 20-0487810)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-11
- IRS object ID
- 202523159349303827
- Schema version
- 2024v5.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-11T12:34:20+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200487810 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American Property Casualty Insurance Association | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 8472977800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8700 WEST BRYN MAWR Suite 1200S | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606313512 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID A SAMPSON | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 8472977800 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Voula Spyridis | PreparerPersonNm |
| PTIN | P01795600 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APCIA APCI | BusinessNameLine1Txt |
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID A SAMPSON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8700 WEST BRYN MAWR Suite 1200S | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606313512 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $82,004,336 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.APCI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | APCIA PROMOTES AND PROTECTS THE VIABILITY OF A COMPETITIVE PRIVATE INSURANCE MARKET FOR THE BENEFIT OF CONSUMERS AND INSURERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 57 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 57 | VotingMembersIndependentCnt |
| Total Employee | 139 | TotalEmployeeCnt |
| Total Volunteers | 65 | TotalVolunteersCnt |
| Total Gross UBI | $22,153 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $7,899 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $64,631,457 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $67,356,084 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,675,185 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,399,814 | CYInvestmentIncomeAmt |
| PY Other Revenue | $109,624 | PYOtherRevenueAmt |
| CY Other Revenue | $89,813 | CYOtherRevenueAmt |
| PY Total Revenue | $70,416,266 | PYTotalRevenueAmt |
| CY Total Revenue | $77,845,711 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,471,736 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,302,531 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $38,721,156 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $35,160,012 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $142,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $29,756,868 | PYOtherExpensesAmt |
| CY Other Expenses | $31,616,878 | CYOtherExpensesAmt |
| PY Total Expenses | $71,091,760 | PYTotalExpensesAmt |
| CY Total Expenses | $70,079,421 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$675,494 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,766,290 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $172,600,156 | TotalAssetsBOYAmt |
| Total Assets EOY | $181,565,209 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $48,526,014 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $44,195,082 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $124,074,142 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $137,370,127 | NetAssetsOrFundBalancesEOYAmt |
| Mission | APCIA PROMOTES AND PROTECTS THE VIABILITY OF A COMPETITIVE PRIVATE INSURANCE MARKET FOR THE BENEFIT OF CONSUMERS AND INSURERS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | HOLD MEETINGS AND SEMINARS TO PROVIDE INFORMATION TO THE INDUSTRY WHICH GENERALLY PROMOTES COMPETITION IN THE PROPERTY CASUALTY INDUSTRY AND PROVIDES A FORUM FOR THE DISCUSSION, STUDY, AND SOLUTION OF COMMON PROBLEMS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISTRIBUTE INFORMATION OF COMMON INTEREST TO AMERICAN PROPERTY CASUALTY INSURERS ASSOCIATION MEMBERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEVELOP POLICY, ADVOCATE, AND LOBBY FOR LEGISLATION WHICH IS CONSISTENT WITH THE ORGANIZATION'S OBJECTIVES AND PURPOSES AND COORDINATE WITH PUBLIC OFFICIALS AND LEGISLATIVE BODIES TO THE END THAT THESE OBJECTIVES AND PURPOSES MAY BE MADE EFFECTIVE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (true) | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| 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 | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | 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 | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| 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 | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 188 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 139 | 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 | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 57 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 57 | 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 | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | false | 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 | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK WACHHOLZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8472977800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8700 WEST BRYN MAWR SUITE 1200S | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606313512 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (81 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Alan Schnitzer | |||||||||
| Director, Chair | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Anthony J Kuczinski | |||||||||
| Director, Immediate Past Chair (term end 1/2024) | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Dino E Robusto | |||||||||
| Director, Chair-Elect | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Alan Ogilvie | |||||||||
| Director (term beg 2/204) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Allen Houck | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Angela Rinella | |||||||||
| Director (term beg 2/2024) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Bruce W Sanderson | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Chris Schaper | |||||||||
| Director (term beg 2/2024) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Christopher J Swift | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Cina Welch | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Craig Kliethermes | |||||||||
| Director (term beg 6/2024) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Daniel C Bridge | |||||||||
| Director (Term End 12/2024) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Daniel Pitcher | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| David A Bell | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| David Thompson | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Edward J Largent III | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Gregory J Crabb | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Heather Boyer | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Jim Jacobs | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Jim MacPhee | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| John Ammendola | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| John Bruno | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| John C Roche | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| John Marchioni | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Jonathan Michael | |||||||||
| Director (Term End 6/2024) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Joseph P Lacher Jr | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Joseph Tocco | |||||||||
| Director (term end 1/2024) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Juan C Andrade | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Kevin Kerridge | |||||||||
| Director (Term End 6/2024) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Kristen Martin | |||||||||
| Director (term beg 10/2024) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Kristof Terryn | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Lisa Corless | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Louis Petrillo | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Lucy Pilko | |||||||||
| Director (term beg 2/2024) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Marc E Schmittlein | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Marc J Adee | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Martin J Welch | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Michael Campbell | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Michael F Gerik | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Michael Kerner | |||||||||
| Director (term beg 1/2024) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Michael T Gray | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Michael Zukerman | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mitchell A Livingston | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Monica Ningen | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Patrick Callahan | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Peter G McPartland | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Peter Zaffino | |||||||||
| Director (term end 1/2024) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Richard P Creedon | |||||||||
| Director (Term End 7/2024) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Richard Sims | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Richard V Poirier | |||||||||
| Director (term end 1/2024) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Robin Russo | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Scott A Shatraw | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Seth Ingall | |||||||||
| Director (Term end 2/2024) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Steven Johnston | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Steven L Patterson | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| T Michael Miller | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Ted Shallcross | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Telisa Yancy | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Timothy G NeCastro | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Timothy Kenefick | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| TJ Obrokta Jr | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Tommy Coshatt | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Tracy Ryan | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| W Robert Berkley Jr | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Wayne Peacock | |||||||||
| Director (term beg 2/2024) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Adam Shores | |||||||||
| SR VP, STATE GOV RELATIONS | 40.0 | 0.0 | Yes (X) | $459,219 | $0 | $81,244 | |||
| Claire Howard | |||||||||
| SR VP, GEN COUNSEL & CORP SEC | 40.0 | 1.0 | Yes (X) | $571,345 | $0 | $69,007 | |||
| David A Sampson | |||||||||
| President & Chief Executive Officer | 40.0 | 1.0 | Yes (X) | $2,978,704 | $0 | $97,350 | |||
| Jessica H Hanna | |||||||||
| SR VP, PUBLIC AFFAIRS | 40.0 | 0.0 | Yes (X) | $438,163 | $0 | $79,408 | |||
| JOSEPH Zielezienski | |||||||||
| EXEC VP & CHIEF LEGAL OFFICER | 40.0 | 0.0 | Yes (X) | $736,584 | $0 | $39,505 | |||
| Mark Wachholz | |||||||||
| SR VP, CHIEF FINANCIAL OFFICER, & TREASURER | 40.0 | 5.0 | Yes (X) | $534,373 | $0 | $37,481 | |||
| NATHANIEL Wienecke | |||||||||
| SR VP, FED GOV RELATIONS, & POL ENG (Term End 10/2024) | 40.0 | 0.0 | Yes (X) | $1,118,424 | $0 | $105,077 | |||
| Paul C Blume | |||||||||
| Chief Operating Officer | 40.0 | 5.0 | Yes (X) | $651,387 | $0 | $116,317 | |||
| Robert M Gordon | |||||||||
| SR VP, POLICY, RESEARCH, & INT'L | 40.0 | 0.0 | Yes (X) | $726,347 | $0 | $39,505 | |||
| Scott A Joyner | |||||||||
| SENIOR VP AND Chief Information Officer | 40.0 | 0.0 | Yes (X) | $363,556 | $0 | $87,214 | |||
| DAVID PEARCE Jr | |||||||||
| DEPT VP, TAX POLICY | 40.0 | 0.0 | $357,373 | $0 | $107,814 | Yes (X) | |||
| DAVID SNYDER | |||||||||
| VP, INTERNATIONAL POLICY | 40.0 | 0.0 | $314,170 | $0 | $75,081 | Yes (X) | |||
| DONALD L GRIFFIN | |||||||||
| SR DEPT VP, PROJECT COORDINATOR | 40.0 | 0.0 | $355,275 | $0 | $100,709 | Yes (X) | |||
| Kate Carey | |||||||||
| Acting Head of Fed gov relations & pol eng | 40.0 | 0.0 | $377,714 | $0 | $103,191 | Yes (X) | |||
| Stephen W Broadie | |||||||||
| VP, Financial & Counsel (Term end 12/2024) | 40.0 | 0.0 | $351,590 | $0 | $72,951 | Yes (X) | |||
| June Holmes | |||||||||
| former chief operating officer and treasurer | 0.0 | $125,179 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $10,459,403 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,211,854 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 94 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | 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 | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| WILMER CUTLER PICKERING HALE & DORR LLP | ||||||
| 2100 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20037 | LEGAL CONSULTING | $965,074 | |
| HOLLAND & KNIGHT LLP | ||||||
| PO BOX 936937 | ATLANTA | GA | 311936937 | LEGAL CONSULTING | $375,538 | |
| OGILVY PUBLIC RELATIONS WORLDWIDE LLC | ||||||
| PO BOX 781983- 1 N 5TH STREET | Philadelphia | PA | 192781983 | Lobbying Services | $291,700 | |
| ERNST & YOUNG LLP | ||||||
| 3712 SOLUTIONS CENTER | Chicago | IL | 606773007 | Consulting & Accounting Services | $272,950 | |
| LOCKTON COMPANIES LLC | ||||||
| 500 WEST MONROE ST | CHICAGO | IL | 60661 | INSURANCE BROKERAGE AND CONSULTING | $263,972 | STE 3400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 31 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $62,135,858 | $62,135,858 |
| REGISTRATION FEES-MEETINGS | 900099 | $1,933,295 | $1,933,295 |
| SPONSORSHIP FEES-MEETINGS | 900099 | $2,181,484 | $2,181,484 |
| HOTEL COMMISSIONS | 900099 | $79,447 | $79,447 |
| OTHER AFFILIATES REVENUE | 900099 | $1,026,000 | $1,026,000 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $67,356,084 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,558,439 | TotalRevenueColumnAmt |
| Exclusion | $7,558,439 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,000,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,158,625 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,841,375 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,841,375 | TotalRevenueColumnAmt |
| Exclusion | $2,841,375 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| SURVEY INCOME | 900099 | $67,660 | $67,660 | |
| SMARTBRIEF | 541800 | $22,153 | $22,153 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $89,813 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $77,845,711 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $67,423,744 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $22,153 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,399,814 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,302,531 | 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 | $9,330,210 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,572,462 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,031,456 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,693,549 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,532,335 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,457,586 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,263,723 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,702 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,974,466 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,501,388 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,677 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,834,550 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $950,060 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,736,945 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $998,188 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,562,822 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,414,328 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,658 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| MEMBERSHIP FEES | $1,205,874 |
| ACCRUED FUND THRU AMOUNTS | $138,335 |
| TRAINING | $83,403 |
| MISCELLANEOUS | $25,173 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,079,421 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,031,283 | BOYAmt |
| EOY | $7,986,740 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $559,978 | BOYAmt |
| EOY | $585,007 | 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 | $675,530 | BOYAmt |
| EOY | $386,679 | 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 | $1,374,267 | BOYAmt |
| EOY | $2,044,622 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $15,315,187 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,084,702 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,844,663 | BOYAmt |
| EOY | $5,230,485 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,163,068 | BOYAmt |
| EOY | $92,024,619 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,083,820 | BOYAmt |
| EOY | $40,101,440 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,075,779 | BOYAmt |
| EOY | $17,744,746 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,791,768 | BOYAmt |
| EOY | $15,460,871 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,600,156 | BOYAmt |
| EOY | $181,565,209 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,774,682 | BOYAmt |
| EOY | $15,328,481 | 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 | $711,608 | BOYAmt |
| EOY | $700,703 | 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 | $18,015,495 | BOYAmt |
| EOY | $15,854,865 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,024,229 | BOYAmt |
| EOY | $12,311,033 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,526,014 | BOYAmt |
| EOY | $44,195,082 | 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 | $124,074,142 | BOYAmt |
| EOY | $137,370,127 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| 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 | $124,074,142 | BOYAmt |
| EOY | $137,370,127 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,600,156 | BOYAmt |
| EOY | $181,565,209 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,766,290 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,601,385 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,928,310 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expended527 Activities | $20,100 | Expended527ActivitiesAmt |
| Total Exempt Function Expend | $20,100 | TotalExemptFunctionExpendAmt |
| Form1120 POL Filed | Yes (true) | Form1120POLFiledInd |
Section527 Political Org Section527PoliticalOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Paid Internal FundsPaidInternalFundsAmt | Contributions Rcvd DlvrContributionsRcvdDlvrAmt |
|---|---|---|---|---|---|---|
| APCIA POLITICAL ACCOUNT | ||||||
| 8700 W BRYN MAWR AVE | CHICAGO | IL | 60631 | 371430643 | $0 | $1,120,735 |
| APCIA POLITICAL ACCOUNT I | ||||||
| 8700 W BRYN MAWR AVE | CHICAGO | IL | 60631 | 364213618 | $0 | $157,695 |
| APCIA POLITICAL ACCOUNT II | ||||||
| 8700 W BRYN MAWR AVE | CHICAGO | IL | 60631 | 364129087 | $0 | $4,403 |
| APCIA COLORADO PAC | ||||||
| 8700 W BRYN MAWR AVE | CHICAGO | IL | 60631 | 205298939 | $0 | $5,037 |
| APCIA CALIFORNIA PAC | ||||||
| 1415 L Street Suite 670 | SACRAMENTO | CA | 95814 | 953876909 | $0 | $246,424 |
| APCIA MISSOURI PAC | ||||||
| 8700 W BRYN MAWR AVE | CHICAGO | IL | 60631 | 873322521 | $0 | $17,181 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | false | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | false | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | false | AgreeCarryoverPriorYearInd |
| Dues Assessments | $62,135,858 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $25,516,226 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | -$3,461,765 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | $22,054,461 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $24,367,482 | AggregateReportedDuesNtcAmt |
| Taxable | -$2,313,021 | TaxableAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,215,208 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,276,899 | DepreciationAmt |
| Book Value | $3,938,309 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,925,928 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,644,714 | DepreciationAmt |
| Book Value | $281,214 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,174,051 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,163,089 | DepreciationAmt |
| Book Value | $1,010,962 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,230,485 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Closely-held equity interests | ||
| Financial derivatives | ||
| WTW ALTERNATIVE CREDIT FUND | $40,101,440 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $40,101,440 | TotalBookValueSecuritiesAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN INDEPENDENT STATISTICAL SERVICES | Desc |
| Book Value | $17,744,746 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $17,744,746 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Right of Use Assets | $10,870,474 |
| 457b Assets | $2,211,583 |
| Net Deferred Costs | $1,071,118 |
| Due To/From ISS | $735,094 |
| Dividend Receivable | $572,602 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $15,460,871 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| PENSION LIABILITY | $7,292,960 |
| POST-RETIREMENT BENEFITS | $5,018,073 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,311,033 | TotalLiabilityAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (38 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AMERICAN ACTION FORUM | |||||||
| 1747 PNSYLVNIA AVE NW | WASHINGTON | DC | 20006 | 270567765 | 501(C)(3) | $30,000 | GENERAL SUPPORT |
| AMERICAN ACTION NETWORK | |||||||
| 1747 PNSYLVNIA AVE NW | WASHINGTON | DC | 20006 | 270730508 | 501(C)(4) | $50,000 | GENERAL SUPPORT |
| AMERICAN JOBS AND SECURITY | |||||||
| 201 N Union St Ste 110 | Alexandria | VA | 22314 | 881121724 | 501(C)(4) | $250,000 | GENERAL SUPPORT |
| AMERICAN LEADERSHIP FUND | |||||||
| 5185 McArthr Blvd | Wshngtn | DC | 20016 | 852656340 | 501(C)(4) | $50,000 | GENERAL SUPPORT |
| AMERICAN TORT REFORM ASSOCIATION | |||||||
| 1101 CT AVE NW | WASHINGTON | DC | 20036 | 521464785 | 501(C)(6) | $75,000 | GENERAL SUPPORT |
| APCIA California PAC | |||||||
| 1415 L ST SUITE 670 | SACRAMENTO | CA | 95814 | 953876909 | 527 | $246,424 | GENERAL SUPPORT |
| APCIA Colorado PAC | |||||||
| 8700 WEST BRYN MAWR | CHICAGO | IL | 60631 | 205298939 | 527 | $5,037 | GENERAL SUPPORT |
| APCIA Political Account | |||||||
| 8701 WEST BRYN MAWR | CHICAGO | IL | 60631 | 371430643 | 527 | $1,120,735 | GENERAL SUPPORT |
| APCIA Political Account I | |||||||
| 8700 WEST BRYN MAWR | CHICAGO | IL | 60631 | 364213618 | 527 | $157,695 | GENERAL SUPPORT |
| APCIA Political Account II | |||||||
| 8700 WEST BRYN MAWR | CHICAGO | IL | 60631 | 364129087 | 527 | $4,403 | GENERAL SUPPORT |
| ASSOCIATED INDUSTRIES OF FLORIDA SERVICE CORPORATION | |||||||
| 516 North Adams Street | Tallahassee | FL | 32301 | 590148010 | 501(C)(6) | $25,000 | GENERAL SUPPORT |
| CASA PROJECT INC | |||||||
| 100 GROVE ST Suite 403 | WORCESTER | MA | 01605 | 042711865 | 501(C)(3) | $12,500 | GENERAL SUPPORT |
| CLEAR PATHWAYS | |||||||
| 1825 Centre Ave | Pittsburgh | PA | 15219 | 300609317 | 501(C)(3) | $6,667 | GENERAL SUPPORT |
| COMMITTEE ON CAPITAL MARKETS REGULATION | |||||||
| 134 MT AUBURN ST | CAMBRIDGE | MA | 02138 | 300406260 | 501(C)(3) | $50,000 | GENERAL SUPPORT |
| CONGRESSIONAL HISPANIC CAUCUS | |||||||
| 1128 16TH ST NW | WASHINGTON | DC | 20036 | 521114225 | 501(C)(3) | $25,000 | GENERAL SUPPORT |
| CONNECTICUT FOODSHARE INC | |||||||
| 2 Research Pkwy | Wallingford | CT | 064921929 | 061063025 | 501(C)(3) | $6,667 | GENERAL SUPPORT |
| DEFEAT THE COSTLY TAX ON SALES | |||||||
| 1149 Court St NE | Salem | OR | 97301 | 994086232 | 501(C)(4) | $100,000 | GENERAL SUPPORT |
| FLORIDA JUSTICE REFORM INSTITUTE | |||||||
| 610 S BLVD | TAMPA | FL | 33606 | 161712735 | 501(C)(4) | $100,000 | GENERAL SUPPORT |
| FUND FOR A BETTER FUTURE INC | |||||||
| 400 Capitol Mall Ste 2150 | Sacramento | CA | 958144424 | 812319758 | 501(C)(4) | $100,000 | GENERAL SUPPORT |
| GOPAC EDUCATION FUND | |||||||
| 1201 Wilson Blvd 2110 | Arlington | VA | 22209 | 451475628 | 501(C)(4) | $100,000 | GENERAL SUPPORT |
| INSURANCE LEGISLATORS FOUNDATION | |||||||
| 2317 ROUTE 34 2B | MANASQUAN | NJ | 08736 | 391781696 | 501(C)(3) | $25,000 | GENERAL SUPPORT |
| INTERNATIONAL REPUBLICAN INSTITUTE | |||||||
| 1225 EYE STREET NW | WASHINGTON | DC | 20005 | 521340267 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| JOBS FIRST COALITION INC | |||||||
| PO Box 2071 | Brookfield | WI | 53008 | 270755923 | 501(C)(4) | $15,000 | GENERAL SUPPORT |
| LACASA | |||||||
| 2985 W GRAND RIVER AVE | HOWELL | MI | 48843 | 382370824 | 501(C)(3) | $12,500 | GENERAL SUPPORT |
| MICHIGAN CHAMBER OF COMMERCE | |||||||
| 600 S Walnut St | Lansing | MI | 48933 | 381626029 | 501(C)(6) | $25,000 | GENERAL SUPPORT |
| NAMIC ADMINISTRATIVE FUND | |||||||
| 3601 Vincennes Rd | Indianapolis | IN | 46268 | 743030312 | 501(c)(6) | $16,600 | GENERAL SUPPORT |
| NCSL FOUNDATION FOR STATE LEGISLATURES | |||||||
| 7700 EAST FIRST PLACE | DENVER | CO | 802307143 | 742232576 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| ONE NATION | |||||||
| 1130 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | 271937961 | 501(C)(4) | $100,000 | GENERAL SUPPORT |
| RIGHT VOTE INC | |||||||
| 1101 PENNSYLVANIA AVE NW SUITE 30 | WASHINGTON | DC | 20004 | 932721813 | 501(C)(4) | $75,000 | GENERAL SUPPORT |
| TCJL FOUNDATION | |||||||
| 400 W 15th St Ste 1400 | Austin | TX | 78701 | 274022593 | 501(C)(3) | $50,000 | GENERAL SUPPORT |
| TEXANS FOR LAWSUIT REFORM | |||||||
| 1233 WEST LOOP S SUITE 1375 | HOUSTON | TX | 77027 | 760439129 | 501(C)(6) | $75,000 | GENERAL SUPPORT |
| THE ACCOUNTABILITY FOR GOVERNMENT FUND | |||||||
| PO Box 11084 | Lansing | MI | 48901 | 922358233 | 501(c)(4) | $25,000 | GENERAL SUPPORT |
| THE GEORGE W BUSH FOUNDATION | |||||||
| 2943 SMU BLVD | Dallas | TX | 75205 | 204119317 | 501(C)(3) | $25,000 | GENERAL SUPPORT |
| THE NATIONAL MEDAL OF HONOR MUSEUM FOUNDATION | |||||||
| 1905 E RANDOL MILL RD | Arlington | TX | 76011 | 900900556 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| US CHAMBER LITIGATION CENTER | |||||||
| 1615 H Street NW | Washington | DC | 200622000 | 530045720 | 501(c)(6) | $100,000 | GENERAL SUPPORT |
| VOLUNTEERS IN SERVICE TO OTHER | |||||||
| 1305 N Culberson St | Gainesville | TX | 762403008 | 751721053 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| WASHINGTON LEGAL FOUNDATION | |||||||
| 2009 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | 521071570 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| WHATS MY NAME FOUNDATION | |||||||
| 32 Arnold Lane | Robbinsville | NJ | 08691 | 834491515 | 501(C)(3) | $6,667 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 16 | Total501c3OrgCnt |
| Total Other Org | 22 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS APCIA MAINTAINS RECORDS OF ALL DISBURSEMENTS MADE FOR GRANTS TO 501(C)(3), 501(C)(4), AND 501(C)(6) ORGANIZATIONS. THESE GRANTS ARE MADE FOR GENERAL SUPPORT OF THE ORGANIZATION'S STATED IRS PURPOSE, AND APCIA DOES NOT FURTHER MONITOR THE ORGANIZATION'S USE OF THE GRANT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| June Holmes | ||||||||||||||
| former chief operating officer and treasurer | $85,000 | $0 | $40,179 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $125,179 | $0 | $0 | $0 |
| Adam Shores | ||||||||||||||
| SR VP, STATE GOV RELATIONS | $331,485 | $0 | $115,700 | $0 | $12,034 | $0 | $31,598 | $0 | $49,646 | $0 | $540,463 | $0 | $0 | $0 |
| Claire Howard | ||||||||||||||
| SR VP, GEN COUNSEL & CORP SEC | $397,402 | $0 | $146,290 | $0 | $27,653 | $0 | $38,550 | $0 | $30,457 | $0 | $640,352 | $0 | $0 | $0 |
| David A Sampson | ||||||||||||||
| President & Chief Executive Officer | $1,625,187 | $0 | $1,116,250 | $0 | $237,267 | $0 | $44,100 | $0 | $53,250 | $0 | $3,076,054 | $0 | $0 | $0 |
| Jessica H Hanna | ||||||||||||||
| SR VP, PUBLIC AFFAIRS | $307,427 | $0 | $119,240 | $0 | $11,496 | $0 | $28,277 | $0 | $51,131 | $0 | $517,571 | $0 | $0 | $0 |
| JOSEPH Zielezienski | ||||||||||||||
| EXEC VP & CHIEF LEGAL OFFICER | $507,875 | $0 | $183,460 | $0 | $45,249 | $0 | $38,550 | $0 | $955 | $0 | $776,089 | $0 | $0 | $0 |
| Mark Wachholz | ||||||||||||||
| SR VP, CHIEF FINANCIAL OFFICER, & TREASURER | $378,936 | $0 | $135,564 | $0 | $19,873 | $0 | $34,425 | $0 | $3,056 | $0 | $571,854 | $0 | $0 | $0 |
| NATHANIEL Wienecke | ||||||||||||||
| SR VP, FED GOV RELATIONS, & POL ENG (Term End 10/2024) | $329,805 | $0 | $156,556 | $0 | $632,063 | $0 | $34,269 | $0 | $70,808 | $0 | $1,223,501 | $0 | $0 | $0 |
| Paul C Blume | ||||||||||||||
| Chief Operating Officer | $448,194 | $0 | $169,300 | $0 | $33,893 | $0 | $38,550 | $0 | $77,767 | $0 | $767,704 | $0 | $0 | $0 |
| Robert M Gordon | ||||||||||||||
| SR VP, POLICY, RESEARCH, & INT'L | $504,875 | $0 | $182,398 | $0 | $39,074 | $0 | $38,550 | $0 | $955 | $0 | $765,852 | $0 | $0 | $0 |
| Scott A Joyner | ||||||||||||||
| SENIOR VP AND Chief Information Officer | $297,766 | $0 | $51,773 | $0 | $14,017 | $0 | $34,366 | $0 | $52,848 | $0 | $450,770 | $0 | $0 | $0 |
| DAVID PEARCE Jr | ||||||||||||||
| DEPT VP, TAX POLICY | $299,564 | $0 | $50,000 | $0 | $7,809 | $0 | $31,190 | $0 | $76,624 | $0 | $465,187 | $0 | $0 | $0 |
| DAVID SNYDER | ||||||||||||||
| VP, INTERNATIONAL POLICY | $260,072 | $0 | $46,000 | $0 | $8,098 | $0 | $29,954 | $0 | $45,127 | $0 | $389,251 | $0 | $0 | $0 |
| DONALD L GRIFFIN | ||||||||||||||
| SR DEPT VP, PROJECT COORDINATOR | $282,363 | $0 | $51,000 | $0 | $21,912 | $0 | $32,668 | $0 | $68,041 | $0 | $455,984 | $0 | $0 | $0 |
| Kate Carey | ||||||||||||||
| Acting Head of Fed gov relations & pol eng | $313,870 | $0 | $55,720 | $0 | $8,124 | $0 | $32,691 | $0 | $70,500 | $0 | $480,905 | $0 | $0 | $0 |
| Stephen W Broadie | ||||||||||||||
| VP, Financial & Counsel (Term end 12/2024) | $255,529 | $0 | $41,000 | $0 | $55,061 | $0 | $29,379 | $0 | $43,572 | $0 | $424,541 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a First-class or charter travel | THE CEO IS PERMITTED TO TRAVEL FIRST CLASS ON FLIGHTS. THE OFFICERS AND HIGHEST COMPENSATED EMPLOYEES LISTED BELOW RECEIVED REIMBURSEMENTS FOR FITNESS EXPENSE, COMPANION TRAVEL, AND GROSSED UP GIFT CARDS. THESE BENEFITS WERE TREATED AS TAXABLE COMPENSATION TO THE EMPLOYEE RECEIVING THE BENEFIT. |
| Schedule J, Part I, Line 1a Travel for companions | The following individuals received a spousal travel fringe benefit: - David A. Sampson - Paul C. Blume - Nathaniel Wienecke - Mark Wachholz |
| Schedule J, Part I, Line 1a Health or social club dues or initiation fees | THE FOLLOWING INDIVIDUALS RECEIVED A FITNESS REIMBURSEMENT: - DAVID A. SAMPSON - PAUL C. BLUME - CLAIRE HOWARD - ROBERT M. GORDON - JESSICA H. HANNA - MARK WACHHOLZ - JOSEPH ZIELEZIENSKI - SCOTT A. JOYNER - ADAM SHORES - KATE CAREY - DONALD L. GRIFFIN - DAVID SNYDER - DAVID PEARCE |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | THE FOLLOWING INDIVIDUAL RECEIVED A SEVERANCE PAYMENT: Nathanial Wienecke |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | TO PROVIDE LOST PENSION BENEFITS DUE TO THE IRS LIMITS, APCIA MAINTAINS SUPPLEMENTAL RETIREMENT PLANS (THE "PLAN") FOR A SELECT GROUP OF MANAGEMENT, WHICH IS INTENDED TO COMPLY WITH SECTION 457(B) AND 457(F), AND SECTION 409A OF THE INTERNAL REVENUE CODE. AMOUNTS CONTRIBUTED UNDER THE 457(F) HAVE BEEN INCLUDED AS COMPENSATION IN BOX 5 OF THE RESPECTIVE EMPLOYEE's 2024 IRS FORM W-2. THEREFORE, THE AMOUNTS CONTRIBUTED HAVE BEEN RECORDED AS COMPENSATION ON THE FORM 990. THE FOLLOWING INDIVIDUALS REPORTED AMOUNTS AS FOLLOWS RELATED TO THE 457(F) PLAN: DAVID A. SAMPSON $ 119,600 AMOUNTS CONTRIBUTED TO EMPLOYEE ACCOUNTS AS PART OF A 457(B) PLAN ARE INCLUDED IN W-2 BOX 5 AND ARE THEREFORE INCLUDED AS OTHER REPORTABLE COMPENSATION. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 6 Classes of members or stockholders | THERE ARE 3 CLASSES OF MEMBERSHIP AS FOLLOWS: A) REGULAR MEMBERS, WHOSE MEMBERSHIP IS GRANTED UPON APPLICATION AND APPROVAL BY THE APCIA BOARD OF GOVERNORS TO ALL COMPANIES DOING BUSINESS IN THE USA WHICH ARE ENGAGED IN WRITING PROPERTY, CASUALTY, OR SURETY INSURANCE; B) INTERNATIONAL ASSOCIATE MEMBERS, WHOSE MEMBERSHIP IS GRANTED UPON APPLICATION AND APPROVAL BY THE APCIA BOARD OF GOVERNORS TO ALL PROPERTY, CASUALTY, OR SURETY COMPANIES WHICH ARE NOT ORGANIZED OR LICENSED TO WRITE INSURANCE IN THE USA; C) REINSURER MEMBERS, WHOSE MEMBERSHIP MAY BE GRANTED UPON APPLICATION AND APPROVAL BY THE APCIA BOARD OF GOVERNORS TO COMPANIES AUTHORIZED AND/OR APPROVED IN THE USA TO PROVIDE REINSURANCE TO COMPANIES WRITING PROPERTY, CASUALTY, OR SURETY INSURANCE UPON SUCH TERMS AND CONDITIONS AS ARE ESTABLISHED BY THE APCIA BOARD OF GOVERNORS; D) NOTWITHSTANDING THE ABOVE, A COMPANY THAT IS PART OF A GROUP IN WHICH AT LEAST (I) ONE COMPANY IS A APCIA MEMBER; AND (II) FIFTY-ONE PERCENT OF THE PROPERTY-CASUALTY PREMIUM OF THE GROUP IS WRITTEN BY EXISTING APCIA MEMBER COMPANIES, MAY BE ACCEPTED AS A MEMBER OF APCIA WITHOUT THE APPROVAL OF THE BOARD OF GOVERNORS IN THE SAME CATEGORY OF MEMBERSHIP AS THE OTHER COMPANIES IN THE GROUP. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS: REGULAR MEMBERS SHALL BE ENTITLED TO SERVE ON COMMITTEES AND THE BOARD OF GOVERNORS, AND TO VOTE IN ALL MATTERS COMING BEFORE THE MEMBERSHIP. HOWEVER, IN THE EVENT TWO OR MORE REGULAR MEMBERS BELONG TO THE SAME COMPANY GROUP ONLY ONE SUCH REGULAR MEMBER SHALL BE ENTITLED TO VOTE AT ANY APCIA MEETING, INCLUDING BUT NOT LIMITED TO, ANY BOARD, COMMITTEE, OR TASK FORCE MEETING. INTERNATIONAL ASSOCIATE MEMBERS SHALL NOT BE ENTITLED TO SERVE ON ANY COMMITTEE OR ON THE BOARD OF GOVERNORS AND SHALL NOT HAVE THE RIGHT TO VOTE ON ANY MATTER COMING BEFORE THE MEMBERSHIP. REINSURANCE MEMBERS SHALL NOT BE ENTITLED TO SERVE ON THE BOARD OF GOVERNORS AND SHALL NOT HAVE THE RIGHT TO VOTE ON ANY MATTERS COMING BEFORE THE MEMBERSHIP BUT MAY SERVE ON COMMITTEES ESTABLISHED UNDER ARTICLE XI, SECTION 4 OF THE ARTICLES, AND MAY HAVE THE SAME VOTING RIGHTS ON COMMITTEE MATTERS AS OTHER MEMBERS OF SUCH COMMITTEES. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE ORGANIZATION'S FORM 990 IS REVIEWED FOR ACCURACY BY THE CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER AND GENERAL COUNSEL AFTER THE RETURN IS PREPARED AND REVIEWED BY ERNST & YOUNG. THE FORM 990 IS THEN REVIEWED BY THE BOARD AUDIT COMMITTEE PRIOR TO FILING. |
| Form 990, Part VI, Line 12c Conflict of interest policy | THE CONFLICTS OF INTEREST POLICY IS A SECTION OF THE APCIA CODE OF CONDUCT, WHICH IS CIRCULATED TO ALL EMPLOYEES AND INCLUDES A WRITTEN ACKNOWLEDGEMENT THAT THE EMPLOYEE HAS READ THE CODE, WHICH IS REQUIRED TO BE SIGNED AND RETURNED TO THE EMPLOYEE'S PERSONNEL FILE. THERE IS AN ONLINE TEST THAT MUST BE COMPLETED AND PASSED. THE CONFLICT OF INTEREST POLICY IS POSTED ON AN INTERNAL EMPLOYER INTRANET FOR EASY REFERENCE FOR ALL EMPLOYEES. A SEPARATE CONFLICT OF INTEREST POLICY IS GIVEN TO ALL DIRECTORS. IN ADDITION, DIRECTORS ARE GIVEN AN ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT THAT IS REQUIRED TO BE SIGNED AND RETURNED TO APCIA. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | THE PROCESS FOR DETERMINING THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER INCLUDED A REVIEW AND APPROVAL BY THE BOARD EXECUTIVE COMMITTEE, AND AN INDEPENDENT MARKET STUDY OF THE COMPENSATION PACKAGE VERSUS THAT OF DATA FOR COMPARABLE POSITIONS. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | THE PROCESS FOR DETERMINING THE COMPENSATION OF THE SENIOR OFFICERS INCLUDES A REVIEW AND APPROVAL BY APCIA'S BENEFITS & COMPENSATION COMMITTEE, AND AN INDEPENDENT MARKET STUDY OF THE COMPENSATION PACKAGES VERSUS THAT OF DATA FOR COMPARABLE POSITIONS. |
| Form 990, Part VI, Line 19 Required documents available to the public | APCIA DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. THE FORM 990 AND THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | OTHER COMPREHENSIVE INCOME - 1856747; AOCI-ISS-NET OF TAX - 71563; Total - 1928310; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| APCIA POLITICAL ACTION COMMITTEE | |||||||||
| 8700 WEST BRYN MAWR | CHICAGO | IL | 60631 | 911899370 | PAC | IL | 527 | APCIA | Yes (true) |
| APCIA POLITICAL ACCOUNT I | |||||||||
| 8700 WEST BRYN MAWR | CHICAGO | IL | 60631 | 364213618 | PAC | IL | 527 | APCIA | Yes (true) |
| APCIA POLITICAL ACCOUNT II | |||||||||
| 8700 WEST BRYN MAWR | CHICAGO | IL | 60631 | 364129087 | PAC | IL | 527 | APCIA | Yes (true) |
| APCIA CALIFORNIA PAC | |||||||||
| 8700 WEST BRYN MAWR | CHICAGO | IL | 60631 | 953876909 | PAC | CA | 527 | APCIA | Yes (true) |
| APCIA CALIFORNIA ISSUES COMMITTE | |||||||||
| 1415 L STREET SUITE 670 | SACRAMENTO | CA | 95814 | 203587762 | PAC | CA | 527 | APCIA | Yes (true) |
| APCIA COLORADO PAC | |||||||||
| 8700 WEST BRYN MAWR | CHICAGO | IL | 60631 | 205298939 | PAC | CO | 527 | APCIA | Yes (true) |
| APCIA POLITICAL ACCOUNT | |||||||||
| 8700 WEST BRYN MAWR | CHICAGO | IL | 60631 | 371430643 | PAC | CA | 527 | APCIA | Yes (true) |
| APCIA Missouri PAC | |||||||||
| 8700 West Bryn Mawr | Chicago | IL | 60631 | 873322521 | PAC | MO | 527 | APCIA | Yes (true) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDEPENDENT STATISTICAL SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8700 WEST BRYN MAWR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606313512 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352202532 | EIN |
| Primary Activities | STAT. SERVICE | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C Corporation | EntityTypeTxt |
| Ownership | 1 | OwnershipPct |
| 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 | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| INDEPENDENT STATISTICAL SERVICES INC | ||
| Q | $1,496,744 | COST |
| INDEPENDENT STATISTICAL SERVICES INC | ||
| O | $296,683 | COST |
| APCIA POLITICAL ACCOUNT | ||
| R | $1,120,735 | COST |
| APCIA POLITICAL ACCOUNT I | ||
| R | $157,695 | COST |
| APCIA CALIFORNIA PAC | ||
| R | $246,424 | COST |