COUNCIL OF INSURANCE AGENTS & BROKERS: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- COUNCIL OF INSURANCE AGENTS & BROKERS (EIN 13-1952497)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-10-21
- IRS object ID
- 201342949349301014
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-10-21T11:57:37-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521855942 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TATE AND TRYON | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L STREET NW SUITE 400 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131952497 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COUNCIL OF INSURANCE AGENTS & BROKERS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COUN | NameControl |
| Phone | 2027834400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 PENNSYLVANIA AVENUE NW NO 750 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200042608 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KEN A CRERAR | Name |
| Title | PRESIDENT | Title |
| Phone | 2027834400 | Phone |
| Date Signed | 2013-10-21 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUBRINA L WOOD | Name |
| PTIN | P00365899 | PTIN |
| Phone | 2022932200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KEN A CRERAR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 PENNSYLVANIA AVENUE NW NO 750 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200042608 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 11157270 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.CIAB.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1913 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | THE COUNCIL PROMOTES THE INTERESTS OF ITS MEMBERS, WHO COMPRISE LEADING INSURANCE AGENCIES AND BROKERAGE FIRMS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 41 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 40 | NbrIndependentVotingMembers |
| Total Nbr Employees | 42 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 9035411 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 9848356 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -174116 | InvestmentIncomePriorYear |
| Investment Income Current Year | 303232 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -219380 | OtherRevenuePriorYear |
| Other Revenue Current Year | 236679 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8641915 | TotalRevenuePriorYear |
| Total Revenue Current Year | 10388267 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3737784 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4373233 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5083273 | OtherExpensePriorYear |
| Other Expenses Current Year | 5430483 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8821057 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9803716 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -179142 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 584551 | RevenuesLessExpensesCY |
| Total Assets BOY | 6216615 | TotalAssetsBOY |
| Total Assets EOY | 7975624 | TotalAssetsEOY |
| Total Liabilities BOY | 3036455 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3448595 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3180160 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4527029 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE COUNCIL WAS ESTABLISHED TO PROMOTE THE INTERESTS OF ITS MEMBERS, WHO COMPRISE LEADING INSURANCE AGENCIES AND BROKERAGE FIRMS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | THE COUNCIL IS THE PREMIER ASSOCIATION FOR THE TOP REGIONAL, NATIONAL AND INTERNATIONAL COMMERCIAL INSURANCE AND EMPLOYEE BENEFITS INTERMEDIARIES WORLDWIDE. THE COUNCIL FOSTERS RELATIONSHIPS INDUSTRY-WIDE BY ENGAGING LAWMAKERS, REGULATORS AND STAKEHOLDERS AROUND THE WORLD TO PROMOTE THE INTERESTS OF ITS MEMBERS AND THE VALUABLE ROLE THEY PLAY IN THE MITIGATION OF RISK FOR THEIR CLIENTS BY PROVIDING UNIQUE FORUMS FOR NETWORKING OPPORTUNITIES AND LEADERSHIP DEVELOPMENT, OFFERING BUSINESS INTELLIGENCE AND SERVICES. OUR THREE LARGEST PROGRAMS/MEETINGS ARE THE INSURANCE LEADERSHIP FORUM, THE EMPLOYERS BENEFITS LEADERSHIP FORUM AND THE LEGISLATIVE LEADERSHIP SUMMIT. THESE ANNUAL PROGRAMS FOSTERS THE CONTINUATION OF THE COUNCIL AND ITS MEMBERS STRONG RELATIONSHIPS WITH EACH OTHER, INSURANACE CARRIERS, AND MEMBERS OF CONGRESS; AND LAYS A SOLID FOUNDATION FOR FUTURE RELATIONSHIPS. THE COUNCIL EXTENDS ITS REACH TO BOTH SIDES OF THE AISLE WHILE EDUCATING RULE MAKERS ON THE CRITICAL ROLE OF THE BROKER AND AGENCY FOR BOTH PROPERTY/CASUALTY AND HEALTH CARE INSURANCE PROGRAMS. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 1 | PoliticalActivities |
| Subject To Proxy Tax | 1 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 37 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 42 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 1 | NonDeductibleContributions |
| Non Deductible Disclosure | 1 | NonDeductibleDisclosure |
| Premiums Paid | 1 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 41 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 40 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2027834400 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 PENNSYLVANIA AVENUE NW SUITE | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20004 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (47 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| ANDREW G CASSIDY | ||||||||
| CHAIRMAN | 0.50 | 0.10 | X | X | 0 | 0 | 0 | |
| JOHNNY R PITTS | ||||||||
| VICE CHAIRMAN | 0.50 | 0.00 | X | X | 0 | 0 | 0 | |
| BILL D HENRY | ||||||||
| SECRETARY | 0.50 | 0.00 | X | X | 0 | 0 | 0 | |
| STEVE L BROCKMEYER | ||||||||
| TREASURER | 0.50 | 0.00 | X | X | 0 | 0 | 0 | |
| JAMES L BAILEY | ||||||||
| DIRECTOR | 0.30 | 0.00 | X | 0 | 0 | 0 | ||
| MICHAEL W BATTLE | ||||||||
| DIRECTOR | 0.30 | 0.10 | X | 0 | 0 | 0 | ||
| SALVATORE BAZZI | ||||||||
| DIRECTOR | 0.30 | 0.00 | X | 0 | 0 | 0 | ||
| DAVID O BECKER | ||||||||
| DIRECTOR | 0.30 | 0.00 | X | 0 | 0 | 0 | ||
| ROBERT T CAWLEY | ||||||||
| DIRECTOR | 0.30 | 0.00 | X | 0 | 0 | 0 | ||
| E R GRAHAM CLARKE | ||||||||
| DIRECTOR | 0.30 | 0.00 | X | 0 | 0 | 0 | ||
| ROBERT COHEN | ||||||||
| DIRECTOR | 0.30 | 0.00 | X | 0 | 0 | 0 | ||
| M STEVEN DECARLO | ||||||||
| DIRECTOR | 0.30 | 0.00 | X | 0 | 0 | 0 | ||
| DIRK D DEJONG | ||||||||
| DIRECTOR | 0.30 | 0.00 | X | 0 | 0 | 0 | ||
| JOHN W DOETZER | ||||||||
| DIRECTOR | 0.30 | 0.00 | X | 0 | 0 | 0 | ||
| MARK DRUMMOND-BRADY | ||||||||
| DIRECTOR | 0.30 | 0.00 | X | 0 | 0 | 0 | ||
| PHILIP J EDMUNDSON | ||||||||
| DIRECTOR | 0.30 | 0.00 | X | 0 | 0 | 0 | ||
| DAVID L ESLICK | ||||||||
| DIRECTOR | 0.30 | 0.00 | X | 0 | 0 | 0 | ||
| KENNETH L EWELL | ||||||||
| DIRECTOR | 0.30 | 0.00 | X | 0 | 0 | 0 | ||
| BRUCE W FERGUSON | ||||||||
| DIRECTOR | 0.30 | 0.10 | X | 0 | 0 | 0 | ||
| ROBERT M HARRISON | ||||||||
| DIRECTOR | 0.30 | 0.00 | X | 0 | 0 | 0 | ||
| PAUL J HERING | ||||||||
| DIRECTOR | 0.30 | 0.00 | X | 0 | 0 | 0 | ||
| DANIEL D HITE | ||||||||
| DIRECTOR | 0.30 | 0.10 | X | 0 | 0 | 0 | ||
| MARTIN P HUGHES | ||||||||
| DIRECTOR | 0.30 | 0.10 | X | 0 | 0 | 0 | ||
| TOM A HUGHSTON | ||||||||
| DIRECTOR | 0.30 | 0.00 | X | 0 | 0 | 0 | ||
| SCOTT R ISAACSON | ||||||||
| DIRECTOR | 0.30 | 0.00 | X | 0 | 0 | 0 | ||
| ROBERT J KLONK | ||||||||
| DIRECTOR | 0.30 | 0.00 | X | 0 | 0 | 0 | ||
| ERIC O LEAVITT | ||||||||
| DIRECTOR | 0.30 | 0.00 | X | 0 | 0 | 0 | ||
| STANLET D LOAR | ||||||||
| DIRECTOR | 0.30 | 0.00 | X | 0 | 0 | 0 | ||
| JOHN L LUMELLEAU | ||||||||
| DIRECTOR | 0.30 | 0.00 | X | 0 | 0 | 0 | ||
| NANCY M MELLARD | ||||||||
| DIRECTOR | 0.30 | 0.00 | X | 0 | 0 | 0 | ||
| WARREN MULA | ||||||||
| DIRECTOR | 0.30 | 0.00 | X | 0 | 0 | 0 | ||
| DAVID M PRUETT | ||||||||
| DIRECTOR | 0.30 | 0.00 | X | 0 | 0 | 0 | ||
| GERALD J SULLIVAN | ||||||||
| DIRECTOR | 0.30 | 0.00 | X | 0 | 0 | 0 | ||
| ALASTAIR SWIFT | ||||||||
| DIRECTOR | 0.30 | 0.00 | X | 0 | 0 | 0 | ||
| JOHN J TALLARIDA | ||||||||
| DIRECTOR | 0.30 | 0.00 | X | 0 | 0 | 0 | ||
| STEVEN J TOPEL | ||||||||
| DIRECTOR | 0.30 | 0.10 | X | 0 | 0 | 0 | ||
| SCOTT E TROFHOLZ | ||||||||
| DIRECTOR | 0.30 | 0.00 | X | 0 | 0 | 0 | ||
| JOHN L WATSON | ||||||||
| DIRECTOR | 0.30 | 0.00 | X | 0 | 0 | 0 | ||
| BRIAN R WELCH | ||||||||
| DIRECTOR | 0.30 | 0.00 | X | 0 | 0 | 0 | ||
| WILLIAM R WILKERSON IV | ||||||||
| DIRECTOR | 0.30 | 0.00 | X | 0 | 0 | 0 | ||
| KEN A CRERAR | ||||||||
| PRESIDENT | 33.50 | 4.00 | X | X | 972765 | 116151 | 70398 | |
| BENITA HARRISON-WICKLINE | ||||||||
| CHIEF FINANCIAL OFFICER | 29.50 | 8.00 | X | 162729 | 44129 | 43921 | ||
| JOEL R WOOD | ||||||||
| SVP, GOVERNMENT AFFAIRS | 36.40 | 1.10 | 492831 | 15242 | 40911 | X | ||
| COLETTA I KEMPER | ||||||||
| VP, INDUSTRY AFFAIRS | 31.90 | 5.60 | 130303 | 22994 | 14211 | X | ||
| JULIA KRAMER | ||||||||
| SVP, LEADERSHIP & MGMT RESOURCES | 30.00 | 7.50 | 177198 | 44300 | 45840 | X | ||
| SUSAN RUSHFORD | ||||||||
| SVP, MARKETING & COMMUNICATION | 22.50 | 15.00 | 111667 | 74445 | 45625 | X | ||
| RICHARD G PULLEN | ||||||||
| EDITOR IN CHIEF, LE MAGAZINE | 1.00 | 37.50 | 0 | 162527 | 32351 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2047493 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 479788 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 293257 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| STEPTOE & JOHNSON LLP | |||||
| 1330 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | LEGAL SERVICES | 1040000 |
| THE BROADMOOR | |||||
| 15 LAKE CIRCLE | COLORADO SPRINGS | CO | 80906 | HOTEL SERVICES | 374052 |
| MMA EVENTS | |||||
| 1851 SOUTH CLUB DRIVE | HYATTSVILLE | MD | 20785 | CONFERENCE DECOR & ENTERTAINMENT | 373155 |
| IN-STEAD INC | |||||
| 45 CARDINAL ROAD | ROANOKE | VA | 24014 | SPONSORSHIP CONSULTANT | 323405 |
| WASHINGTON SPEAKERS BUREAU | |||||
| 1663 PRINCE STREET | ALEXANDRIA | VA | 22314 | EVENT SPEAKERS | 207284 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | 4669012 | 4669012 |
| COUNCIL LEADERSHIP CIRCLES | 900099 | 2890000 | 2890000 |
| CONFERENCES & MEETINGS | 900099 | 2137090 | 2137090 |
| MGMT RESOURCES & HR INITIATIVES | 900099 | 83874 | 83874 |
| EDUCATIONAL PROGRAMS | 900099 | 68380 | 68380 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 9848356 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 137122 | TotalRevenueColumn |
| Exclusion | $137,122 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 905113 | Securities |
| Other | 30000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 764199 | Securities |
| Other | 4804 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 140914 | Securities |
| Other | 25196 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 166110 | TotalRevenueColumn |
| Exclusion | $166,110 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MANAGEMENT FEES | 900099 | 180000 | 180000 |
| MISCELLANEOUS REVENUE | 900099 | 56679 | 56679 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 236679 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10388267 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10085035 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $303,232 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1427037 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2182799 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 324290 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 259959 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 179148 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 758663 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40236 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17746 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 320477 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 167648 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 177867 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 654920 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 230817 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2053002 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 337946 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44649 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| MARKETING & COMMUNICATI | 189669 |
| MEMBERSHIP PROGRAM EXPE | 143820 |
| CHARITABLE CONTRIBUTION | 114000 |
| BANK & CREDIT CARD FEES | 88080 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90943 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9803716 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1277195 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 621622 | BOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2108137 | BOY |
| EOY | 56496 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 226326 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 262313 | BOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 377517 | BOY |
| EOY | 436931 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2617079 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2047895 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 855378 | BOY |
| EOY | 569184 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2502012 | BOY |
| EOY | 3296239 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -510364 | BOY |
| EOY | 170000 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 1943253 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6216615 | BOY |
| EOY | 7975624 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 959474 | BOY |
| EOY | 1089608 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1362410 | BOY |
| EOY | 2336404 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 714571 | BOY |
| EOY | 22583 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3036455 | BOY |
| EOY | 3448595 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3180160 | BOY |
| EOY | 4527029 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3180160 | BOY |
| EOY | 4527029 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6216615 | BOY |
| EOY | 7975624 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 584551 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 81954 | ReconciliationUnrealizedInvest |
| Reconcilation Prior Adjustment | 680364 | ReconcilationPriorAdjustment |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nondeduct | 0 | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | 0 | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | 1 | AgreeToCarryoverPriorYear |
| Dues Assessments | 4669012 | DuesAssessments |
| Non Ded Lobby Political Current | 784660 | NonDedLobbyPoliticalCurrent |
| Non Ded Lobby Political Carryover | 46502 | NonDedLobbyPoliticalCarryover |
| Non Ded Lobby Political Total | 831162 | NonDedLobbyPoliticalTotal |
| Aggr Amt Reported In Dues Notices | 793732 | AggrAmtReportedInDuesNotices |
| Amount To Be Carried Over | 37430 | AmountToBeCarriedOver |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ORGANIZATIONS DIRECT AND INDIRECT POLITICAL CAMPAIGN ACTIVITIES: | Identifier |
| Return Reference | PART I-A, LINE 1: | ReturnReference |
| Explanation | THE COUNCIL FOR INSURANCE AGENTS AND BROKERS PAC (THE COUNCIL PAC): THE COUNCIL PAC IS A FEDERAL POLITICAL ACTION COMMITTEE WHOSE PURPOSE IS TO SUPPORT CANDIDATES IN FEDERAL ELECTIONS. | Explanation |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1155201 | OtherCostOrOtherBasis |
| Depreciation | 865066 | Depreciation |
| Book Value | 290135 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1318950 | OtherCostOrOtherBasis |
| Depreciation | 1143687 | Depreciation |
| Book Value | 175263 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 142928 | OtherCostOrOtherBasis |
| Depreciation | 39142 | Depreciation |
| Book Value | 103786 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 569184 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE FROM SUBSIDIARIES | Description |
| Book Value | 1943253 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1943253 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SECURITY DEPOSITS | Description |
| Amount | $22,583 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 22583 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 10452475 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 81954 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 81954 | RevenueNotRptdF990 |
| Revenue Subtotal | 10370521 | RevenueSubtotal |
| Investment Expenses Not Included | 17746 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 17746 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 10388267 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 9785970 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 9785970 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 17746 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 17746 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 9803716 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | THE COUNCIL OF INSURANCE AGENTS & BROKERS BELIEVE THAT THEY HAVE APPROPRIATE SUPPORT FOR INCOME TAX POSITIONS THEY HAVE TAKEN. THEREFORE, MANAGEMENT HAS NOT IDENTIFIED ANY UNCERTAIN INCOME TAX POSITIONS. GENERALLY, INCOME TAX RETURNS RELATED TO YEARS DECEMBER 31, 2009 - DECEMBER 31, 2012 REMAIN OPEN FOR EXAMINATION BY TAXING AUTHORITIES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KEN A CRERAR | ||||||||||||||
| PRESIDENT | 617979 | 73789 | 312667 | 37333 | 42119 | 5029 | 29480 | 3520 | 40136 | 4792 | 1042381 | 124463 | 0 | 0 |
| BENITA HARRISON-WICKLINE | ||||||||||||||
| CHIEF FINANCIAL OFFICER | 151292 | 41028 | 11328 | 3072 | 109 | 29 | 22624 | 6135 | 19333 | 5243 | 204686 | 55507 | 0 | 0 |
| JOEL R WOOD | ||||||||||||||
| SVP, GOVERNMENT AFFAIRS | 430703 | 13321 | 31428 | 972 | 30700 | 949 | 32010 | 990 | 17133 | 530 | 541974 | 16762 | 0 | 0 |
| COLETTA I KEMPER | ||||||||||||||
| VP, INDUSTRY AFFAIRS | 125932 | 22223 | 3723 | 657 | 648 | 114 | 5354 | 945 | 11651 | 2056 | 147308 | 25995 | 0 | 0 |
| JULIA KRAMER | ||||||||||||||
| SVP, LEADERSHIP & MGMT RESOURCES | 164576 | 41144 | 12416 | 3104 | 206 | 52 | 24543 | 6136 | 19701 | 4925 | 221442 | 55361 | 0 | 0 |
| SUSAN RUSHFORD | ||||||||||||||
| SVP, MARKETING & COMMUNICATION | 103692 | 69128 | 7920 | 5280 | 55 | 37 | 13739 | 9159 | 17781 | 11854 | 143187 | 95458 | 0 | 0 |
| RICHARD G PULLEN | ||||||||||||||
| EDITOR IN CHIEF, LE MAGAZINE | 0 | 159269 | 0 | 3000 | 0 | 258 | 0 | 23059 | 0 | 14649 | 0 | 200235 | 0 | 0 |
Schedule L IRS990ScheduleL
Loan Table LoanTable (2 entries)
| Relationship With OrganizationRelationshipWithOrganization | Purpose Of LoanPurposeOfLoan | Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|---|
| KEN A CRERAR | |||||||
| PRESIDENT OF CIAB | GENERAL | X | $200,000 | 123122 | 0 | 1 | 1 |
| JOEL R WOOD | |||||||
| SENIOR VP, GOVT AFFAIRS OF CIAB | GENERAL | X | $150,000 | 103204 | 0 | 1 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 226326 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| KEN CRERAR | |||
| PRESIDENT OF CIAB | 223000 | THE PRESIDENT OF CIAB SERVES ON THE BOARD OF DIRECTORS OF PAR HOLDINGS, LTD. (PAR). CIAB HOLDS 12,500 CLASS A SHARES OF STOCK IN PAR. ADDITIONALLY, CIAB RECEIVES ROYALTY PAYMENTS FROM PAR. | 0 |
| ANN G STEADMAN | |||
| FAMILY MEMBER OF GEORGE A. STEADMAN, FORMER MEMBER OF BOARD OF DIRECTORS | 323405 | OWNER OF IN-STEAD, INC., WHICH IS A CONSULTANT TO DEVELOP AND IMPLEMENT PROGRAMS TO RAISE NON-DUES REVENUE FOR WHICH SHE RECEIVES A COMMISSION. | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE OF THE ASSOCIATION MAY EXERCISE THE POWERS OF THE BOARD OF DIRECTORS WHEN THE BOARD OF DIRECTORS IS NOT IN SESSION, REPORTING TO THE BOARD OF DIRECTORS AT THE NEXT BOARD MEETING. | |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS ONE CLASS OF MEMBERS WITH VOTING RIGHTS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | ANY VACANCIES THAT MAY OCCUR ON THE BOARD OF DIRECTORS BY REASON OF DEATH, RESIGNATION, OR OTHER REASON MAY BE FILLED BY THE EXECUTIVE COMMITTEE FOR THE UNEXPIRED TERM. | |
| FORM 990, PART VI, SECTION A, LINE 7B | THE ORGANIZATION HAS ONE CLASS OF MEMBERS WITH VOTING RIGHTS. EACH ACTIVE MEMBER FIRM SHALL APPOINT AND CERTIFY TO THE SECRETARY OF THE ORGANIZATION A PERSON TO BE ITS REPRESENTATIVE IN THE ORGANIZATION AND WHO SHALL REPRESENT, VOTE, AND ACT FOR THE MEMBER FIRM IN ALL AFFAIRS OF THE ORGANIZATION. THE OFFICERS AND BOARD OF DIRECTORS SHALL BE ELECTED ANNUALLY BE THE MEMBERSHIP OF THE ORGANIZATION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS REVIEWED BY THE PRESIDENT, AND CHIEF FINANCIAL OFFICER AND PRESENTED TO THE OPERATIONAL OVERSIGHT COMMITTEE BEFORE FILING. THE OPERATIONAL OVERSIGHT COMMITTEE IS COMPRISED OF BOARD OF DIRECTORS MEMBERS AND REPORTS TO THE FULL BOARD REGARDING FORM 990 MATTERS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE COUNCIL REQUIRES DIRECTORS AND EMPLOYEES TO DISCLOSE ANNUALLY ANY INTEREST THAT COULD GIVE RISE TO A CONFLICT OF INTEREST AND THESE COMPLETED DOCUMENTS ARE REVIEWED AND RETAINED BY THE ORGANIZATION. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE REVIEWS AND APPROVES COMPENSATION BASED ON CURRENT ENVIRONMENT, COMPETITIVE MARKET, AND THE REPORTS OF COMPENSATION CONSULTANT. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE COUNCIL MAKES ITS ANNUAL REPORTS, GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AND ITS MEMBERS, UPON REQUEST OF SUCH DOCUMENTS BY MEMBERS AND THE PUBLIC. | |
| FORM 990, PART IX, LINE 11G | GLOBAL INSURANCE COMMITTEE LEGAL: TOTAL EXPENSES 60,000. LEGISLATIVE CONSULTANTS: TOTAL EXPENSES 86,277. STATE AFFAIRS LEGAL CONSULTANT: TOTAL EXPENSES 174,200. | OTHER FEES |
| FORM 990, PART XII, LINE 2C | THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS, ALTHOUGH THE AUDIT FIRM HAS CHANGED. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| FOUNDATION FOR AGENCY MANAGEMENT EXCELLENSE | |||||||||
| 701 PENNSYLVANIA AVE NW | WASHIGNTON | DC | 20004 | 521811691 | PROMOTE LEADERSHIP IN INSURANCE AGENT/BROKER PROFESSION | DC | 501(C)(3) | LINE 11A, I | 0 |
| THE COUNCIL OF INSURANCE AGENTS & BROKERS PAC | |||||||||
| 701 PENNSYLVANIA AVE NW | WASHIGNTON | DC | 20004 | 043691837 | SUPPORT HOUSE/SENATE CANDIDATES WHO SUPPORT CONCERNS OF AGENTS/BROKERS | DC | 527 | 0 | |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRODUCTIVITY PLUS INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 PENNSYLVANIA AVE NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521811694 | EIN |
| Primary Activity | INSURANCE PREMIUM FINANCING AND OTHER ACTIVITIES | PrimaryActivity |
| Legal Domicile State | DC | LegalDomicileState |
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | 2734903 | ShareOfTotalIncome |
| Share Of EOY Assets | 1467108 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |