2015-02-13T16:46:24-06:00 2014-06-30 440160260 BKD LLP 1901 S MEYERS RD SUITE 500 OAKBROOK TERRACE IL 601815209 990 2013-07-01 953867553 NATIONAL INSTITUTE OF PENSION ADMINISTRATORS NATI 3126446610 330 N WABASH NO 2000 CHICAGO IL 60611 LAURA RUDZINSKI EXECUTIVE DIRECTOR 3126446610 2015-01-30 1 DAVID R SIEHOFF P00175845 6302829500 2013 2016-02-25 16:41:14Z LAURA RUDZINSKI 330 N WABASH NO 2000 CHICAGO IL 60611 1303756 0 X WWW.NIPA.ORG X 1983 CA TO KEEP MEMBERS EDUCATED AND INFORMED ABOUT DEVELOPMENTS IN THE FIELD 12 12 0 80 0 0 0 0 1177170 1322157 0 89 -5116 -18490 1172054 1303756 0 0 0 0 0 0 0 0 0 1170219 1247842 1170219 1247842 1835 55914 804081 858728 329786 328519 474295 530209 TO KEEP MEMBERS EDUCATED AND INFORMED ABOUT DEVELOPMENTS IN THE FIELD 0 0 CONFERENCES & MEETINGS-OPPORTUNITY FOR MEMBERS AND COMMITTEES TO GATHER AND DISCUSS NEW DEVELOPMENTS IN THE INDUSTRY & SHARE IDEAS FOR IMPROVEMENTS 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 19 0 1 0 0 0 0 0 0 0 X 12 12 0 1 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 0 0 0 CA X SMITHBUCKLIN 3126446610 330 N WABASH NO 2000 CHICAGO IL 60611 X LYNN ROY DIRECTOR 1.00 X 0 0 0 ROBERT CHIN DIRECTOR 1.00 X 0 0 0 THERESA CONTI DIRECTOR 1.00 X 0 0 0 DARREN HOLSEY DIRECTOR 1.00 X 0 0 0 MICHELLE MARSH DIRECTOR 1.00 X 0 0 0 JOSEPH BURT DIRECTOR 1.00 X 0 0 0 MICHAEL STUBER DIRECTOR 1.00 X 0 0 0 RALPH DELSESTO PRESIDENT 1.00 X 0 0 0 KRISTINE CREIGHTON EXECUTIVE COMMITTEE MEMBER 1.00 X 0 0 0 JAMES EBERHARDT PAST PRESIDENT 1.00 X 0 0 0 ANN SLOTWINSKI CFO 1.00 X 0 0 0 PATRICK M SHELTON EXECUTIVE COMMITTEE MEMBER 1.00 X 0 0 0 LAURA RUDZINSKI EXECUTIVE DIRECTOR 20.00 X 0 0 0 0 0 0 0 0 0 0 SMITHBUCKLIN 330 WABASH STE 2000 CHICAGO IL 60611 MANAGEMENT SERVICES 522599 1 CONFERENCE 900099 738054 738054 MEMBERSHIP DUES 900099 422617 422617 DESIGNATION PROGRAMS 900099 94143 94143 EDUCATION 900099 48941 48941 WEBCAST 900099 10300 10300 8102 8102 1322157 89 89 LOSS FROM AIRE LLC 900099 -18490 -18490 -18490 1303756 1303667 0 89 X 164832 928 40687 238238 18133 2581 405052 6570 COMMUNICATIONS 82112 DIRECTOR OF EDUCATION 75261 GOVERNANCE 54845 STRATEGIC PLAN 41670 116933 1247842 768131 398293 23144 16496 4166 3700 450000 8640 -9761 804081 858728 133838 82841 195948 245678 329786 328519 X 474295 530209 474295 530209 804081 858728 55914 0 X X 0 1 X 1 0 0 1 0 0 MUTUAL FUNDS 450000 F 450000 X 1303756 0 1303756 0 1303756 1247842 0 1247842 0 1247842 PART X, LINE 2: NIPA IS LIABLE FOR FEDERAL AND STATE INCOME TAXES ON ADVERTISING INCOME UNRELATED TO ITS EXEMPT PURPOSE PURSUANT TO 513(A) OF THE CODE. FEDERAL INCOME TAXES ARE IMPOSED ON ADVERTISING INCOME ONLY IF THE RELATED PUBLICATIONS PRODUCE OVERALL NET INCOME. THE BASE UPON WHICH ANY TAX IS COMPUTED IS CONFINED TO THE AMOUNT OF SUCH TAXABLE NET INCOME, WHICH VARIES FROM THE INCREASE IN NET ASSETS REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS, AS ONLY REVENUE AND EXPENSES RELATED TO THE ADVERTISING WITHIN THE PUBLICATIONS ARE CONSIDERED. NIPA RECOGNIZES THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. NIPA HAD NO TAXABLE INCOME FOR THE YEARS ENDED JUNE 30, 2014 AND 2013. NIPA HAS NO ON-GOING FEDERAL OR STATE INCOME TAX AUDITS. NIPA IS NO LONGER SUBJECT TO FEDERAL OR STATE INCOME TAX AUDITS BEFORE TAX YEAR ENDING JUNE 30, 2011. FORM 990, PART VI, SECTION A, LINE 3 SMITHBUCKLIN CORPORATION IS A MANAGEMENT COMPANY WHICH MANAGES ALL ASPECTS OF THE ORGANIZATION IN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS AND POLICIES. OPERATIONS MAY INCLUDE BUT ARE NOT LIMITED TO ADMINISTRATION, MEMBERSHIP, FINANCE AND ACCOUNTING, CONVENTION/TRADESHOW/MEETING PLANNING, EDUCATION, MARKETING, INFORMATION TECHNOLOGY AND GOVERNMENT RELATIONS. SMITHBUCKLIN EMPLOYEES PROVIDE THESE SERVICES AND TOTAL FEES PAID TO SMITHBUCKLIN WERE $522,599. FORM 990, PART VI, SECTION A, LINE 6 NIPA HAS MEMBERS THAT ARE STOCKHOLDERS IN THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS MEMBERS, STOCKHOLDERS, OR OTHER PERSONS WHO MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 THE GOVERNING BODY DID NOT REVIEW THE 990. HOWEVER, THE ORGANIZATION'S ACCOUNTING DEPARTMENT REVIEWED THE 990 BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS SIGNED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 18 MADE AVAILABLE FOR PUBLIC INSPECTION ON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G ADMINISTRATIVE TIME 238,238. FORM 990, PART XII, LINE 2C: THE PROCESS IS THE SAME AS THE PRIOR YEAR. NATIONAL INSTITUTE OF PENSION ADMINISTRATORS EDUCATIONAL FOUNDATION 330 N WABASH SUITE 2000 CHICAGO IL 60611 330398062 EDUCATIONAL CA 501(C)(3) 509(A)(2) 0 AMERICAN INSTITUTE OF RETIREMENT EDUCATION LLC 4245 N FAIRFAX DR ARLINGTON VA 22203 352332636 EDUCATIONAL VA RELATED INCOME -11806 28410 0 0 0.50000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0