2013-09-27T14:08:38-05:00 2012-12-31 410746749 CLIFTONLARSONALLEN LLP 1301 W 22ND ST STE 1100 OAK BROOK IL 60523 990 2012-01-01 208216579 FINANCIAL & INSURANCE CONFERENCE PLANNERS FINA 3122451023 330 NORTH WABASH SUITE 2000 CHICAGO IL 60611 STEVE BOVA 3122451023 2013-09-19 1 GREGORY S ADAMS P00095597 6305738600 2012 2016-02-25 16:41:14Z X STEVE BOVA 330 N WABASH AVENUE CHICAGO IL 60611 3035300 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. 8 8 0 110 30440 134 348368 418708 2297905 2553527 30749 62095 16808 970 2693830 3035300 0 0 0 0 0 0 0 0 0 2297961 3025647 2297961 3025647 395869 9653 2581986 2499750 394753 203326 2187233 2296424 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 3025647 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. 3025647 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 29 0 0 1 1 0 0 0 0 0 X 8 8 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 KOLEEN M ROACH 5.00 X 0 0 0 KELLI LIVERS 5.00 X 0 0 0 TODD ZINT 5.00 X 0 0 0 ELDON GALE 5.00 X 0 0 0 FLORINE EDWARDS 5.00 X 0 0 0 WAYNE ROBINSON 5.00 X 0 0 0 LINDSAY MALONI 5.00 X 0 0 0 JANA STERN 5.00 X 0 0 0 STEVE BOVA EX-OFFICIO 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 1187440 1 418708 418708 ANNUAL CONFERENCE 900099 1882003 1882003 EDUCATION FORUM 900099 353624 353624 REGIONAL CHAPTERS 900099 228225 228225 MEMBERSHIP DIRECTORY 541800 30440 30440 59235 59235 2553527 62095 62095 MISCELLANEOUS 900099 970 970 970 3035300 2524057 30440 62095 1003646 2232 35173 11198 17141 245659 24108 1086731 15463 8330 EDUCATION FORUM 258557 REGIONAL MEETINGS 200359 BANK AND CREDIT CARD FE 54349 OTHER ADMINISTRATIVE EX 43579 19122 3025647 1313387 477546 38313 62973 51575 5375 71838 43946 133976 46401 10313 87575 1096354 1822335 206 0 2581986 2499750 282593 141426 112160 61900 394753 203326 X 2187233 2296424 2187233 2296424 2581986 2499750 9653 99538 0 X X 0 1 X 1 0 133976 46401 87575 87575 X 3846427 99538 722787 822325 3024102 11198 11198 3035300 3737236 722787 722787 3014449 11198 11198 3025647 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 2009, 2010, AND 2011 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 $1,187,440. 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 ONBAORDING 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.