2015-09-03T08:11:54-05:00 2014-12-31 410746749 CLIFTONLARSONALLEN LLP 1301 W 22ND ST STE 1100 OAK BROOK IL 60523 990 2014-01-01 208216579 FINANCIAL & INSURANCE CONFERENCE PLANNERS FINA 3122451023 330 NORTH WABASH SUITE 2000 CHICAGO IL 60611 STEVE BOVA EXECUTIVE DIRECTOR 3122451023 2015-08-20 1 GREGORY S ADAMS P00095597 6305738600 2014 2016-02-25 16:41:14Z STEVE BOVA 330 N WABASH AVENUE CHICAGO IL 60611 3388013 0 X WWW.FICPNET.COM X 1948 IL AN ASSOCIATION OF INSURANCE AND FINANCIAL SERVICES INDUSTRY-MEETING PLANNERS WHO EXCHANGE PROVEN MEETING MANAGEMENT TECHNIQUES AND EXPLORE TRENDS AND NEW IDEAS THAT MAY ENHANCE THE VALUE OF CONFERENCES. 9 9 0 100 43907 0 402419 438287 2767887 2870561 60930 79165 0 0 3231236 3388013 0 0 0 0 0 0 0 0 0 3087904 2957089 3087904 2957089 143332 430924 2855632 3140977 365689 232234 2489943 2908743 AN ASSOCIATION OF INSURANCE AND FINANCIAL SERVICES INDUSTRY-MEETING PLANNERS WHO EXCHANGE PROVEN MEETING MANAGEMENT TECHNIQUES AND EXPLORE TRENDS AND NEW IDEAS THAT MAY ENHANCE THE VALUE OF CONFERENCES. 0 0 2957089 THE ORGANIZATION IS AN ASSOCIATION OF INSURANCE AND FINANCIAL SERVICES INDUSTRY MEETING PLANNERS WHO EXCHANGE PROVEN MEETING MANAGEMENT TECHNIQUES AND EXPLORE TRENDS AND NEW IDEAS THAT MAY ENHANCE THE VALUES OF CONFERENCES. MEETING PLANNER MEMBERS ALSO PROMOTE THE PROFESSIONAL STATURE, COMPETENCE AND CAREER GROWTH OF PLANNERS AND EMPHASIZE COMMUNICATIONS WITH THOSE IN THE HOSPITALITY INDUSTRY. THE ORGANIZATION PROVIDES HIGH-QUALITY INFORMATION, EDUCATION AND NETWORKING TO FINANCIAL AND INSURANCE MEETING PROFESSIONALS, INCREASING THEIR SUCCESS AND STRATEGIC VALUE. THE ORGANIZATION MAINTAINS A BALANCED PLANNER TO HOSPITALITY PARTNER RATIO AT ALL TIMES, RESULTING IN A UNIQUE BUSINESS ENVIRONMENT. 2957089 0 0 0 0 0 0 0 0 0 1 0 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 0 0 0 1 19 0 0 1 1 0 0 0 0 0 X 9 9 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X SMITHBUCKLIN CORPORATION 3122451023 330 N WABASH AVENUE SUITE 2000 CHICAGO IL 60611 X SHELIA CLEARY CHAIR 5.00 X X 0 0 0 CARYN LUCIA CHAIR-ELECT & TREASURER 5.00 X X 0 0 0 MARLA HANNIGAN DIRECTOR 5.00 X 0 0 0 JEFF LEGGETT DIRECTOR 5.00 X 0 0 0 MARCIA MERANDO DIRECTOR 5.00 X 0 0 0 KARIN PONTELANDOLFO DIRECTOR 5.00 X 0 0 0 KATHY ROCHE DIRECTOR 5.00 X 0 0 0 JOE SCULLY DIRECTOR 5.00 X 0 0 0 JANA STERN DIRECTOR 5.00 X 0 0 0 STEVE BOVA EXECUTIVE DIRECTOR 40.00 X 0 0 0 0 0 0 0 0 0 0 SMITHBUCKLIN CORPORATION 330 N WABASH AVE CHICAGO IL 60611 ASSOCIATION MANAGEMENT SERVICES 1346974 1 438287 438287 ANNUAL CONFERENCE 900099 1923089 1923089 EDUCATION FORUM 900099 457420 457420 REGIONAL CHAPTERS 900099 341646 341646 STRATEGIC PARTNERSHIP 900099 104499 104499 MEMBERSHIP DIRECTORY 541800 43907 43907 2870561 79165 79165 3388013 2826654 43907 79165 1198336 304 38272 16078 72277 91176 24437 905169 31381 7456 EDUCATION FORUM 237174 REGIONAL MEETINGS 163434 OTHER ADMINISTRATIVE EX 117703 DIRECTORY EXPENSES 53892 2957089 739418 780473 109478 98963 595 16632 75939 84610 101226 67441 56666 33785 1873536 2126514 2855632 3140977 108359 29891 257330 202343 365689 232234 X 2489943 2908743 2489943 2908743 2855632 3140977 430924 -12124 0 X X 0 1 X 1 0 101226 67441 33785 33785 X 4437532 -12124 1077721 1065597 3371935 16078 16078 3388013 4018732 1077721 1077721 2941011 16078 16078 2957089 PART X, LINE 2: THE ASSOCIATION FOLLOWS THE FINANCIAL ACCOUNTING STANDARDS BOARDS (FASB) REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE ASSOCIATION HAS DETERMINED THAT IT IS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS. THE FEDERAL AND STATE TAX RETURNS OF THE ASSOCIATION FOR 2011, 2012, AND 2013 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. 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 IS $1,346,974. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN THE ASSOCIATION CONSIST OF ACTIVE MEMBERS, HONORARY MEMBERS AND HOPITALITY PARTNERS. FORM 990, PART VI, SECTION A, LINE 7A PER THE ORGANIZATION'S BY-LAWS EACH MEMBER SHALL HAVE ONE VOTE AS IT RELATES TO ELECTING DIRECTORS AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF FORM 990 IS REVIEWED FOR COMPLETENESS AND ACCURACY BY THE EXECUTIVE DIRECTOR BEFORE FILING. A COPY OF FORM 990 IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH VOLUNTEER IS REQUIRED TO SIGN THE POLICY ON AN ANNUAL BASIS. THE POLICY IS ALSO PART OF THE ONBOARDING AND TRAINING PROCESS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE OVERSIGHT PROCESS OF THE AUDIT OR THE SELECTION OF INDEPENDENT ACCOUNTANTS.