2012-09-06T12:40:58-05:00 2011-12-31 410746749 CLIFTONLARSONALLEN LLP 1301 W 22ND ST STE 1100 OAK BROOK IL 60523 990 2011-01-01 208216579 FINANCIAL & INSURANCE CONFERENCE PLANNERS FINA 3122451023 401 NORTH MICHIGAN AVENUE CHICAGO IL 60611 STEVE BOVA 3122451023 2012-08-20 1 GREGORY S ADAMS P00095559 6305738600 2011 2016-02-24 21:20:13Z STEVE BOVA 401 N MICHIGAN AVENUE CHICAGO IL 60611 2693830 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 0 110 46044 3321 0 348368 2364213 2297905 8113 30749 10100 16808 2382426 2693830 0 0 0 0 0 0 0 0 0 2129952 2297961 2129952 2297961 252474 395869 2396924 2581986 593043 394753 1803881 2187233 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 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. 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 0 1 15 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 3126446611 401 N MICHIGAN AVENUE CHICAGO IL 60611 X TODD ZINT 5.00 X 0 0 0 KOLEEN M ROACH 5.00 X 0 0 0 DAN YOUNG 5.00 X 0 0 0 ELDON GALE 5.00 X 0 0 0 KIM PICKERING 5.00 X 0 0 0 FLORINE EDWARDS 5.00 X 0 0 0 KELLI LIVERS 5.00 X 0 0 0 LINDSAY MALONI 5.00 X 0 0 0 JANA STERN 5.00 X 0 0 0 STEVE BOVA 40.00 X 0 0 0 0 0 0 0 0 0 0 SMITHBUCKLIN CORPORATION 401 N MICHIGAN AVE CHICAGO IL 60611 ASSOCIATION MANAGEMENT SERVICES 962161 BARTHA AUDIO VISUAL 600 N CASSADY AVE COLUMBUS OH 43219 EVENT PRODUCTION 187595 2 348368 348368 ANNUAL CONFERENCE 900099 1647946 1647946 EDUCATIONAL FORUM 900099 323100 323100 REGIONAL CHAPTERS 900099 220120 220120 MEMBERSHIP DIRECTORY 541800 28044 28044 78695 60695 18000 2297905 30749 30749 MISCELLANEOUS 900099 16808 16808 16808 2693830 2299418 46044 0 878039 385 33437 7358 15335 57932 23148 772989 13750 8192 EDUCATION FORUM 191912 REGIONAL CHAPTERS 176758 BANK AND CREDIT CARD FE 53771 OTHER ADMINISTRATIVE EX 41020 23935 2297961 1402191 1313387 53315 38313 75174 51575 21497 71838 85250 74937 24063 10313 820284 1096354 400 206 2396924 2581986 495793 282593 97250 112160 593043 394753 X 1803881 2187233 1803881 2187233 2396924 2581986 X 395869 -12517 X X 0 1 1 X 0 85250 74937 10313 10313 2693830 2297961 395869 -12517 -12517 383352 3541205 -12517 867250 854733 2686472 7358 7358 2693830 3157853 867250 867250 2290603 7358 7358 2297961 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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 2008, 2009, AND 2010 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 THE ORGANIZATION IS ADMINISTERED AND MANAGED BY SMITHBUCKLIN CORPORATION, A THIRD PARTY ADMINISTRATOR AS DIRECTED BY THE EXECUTIVE BOARD. THERE HAS BEEN NO CHANGE FROM PRIOR YEAR. 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. 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 REVIEWED BY ACCOUNTANT AND EXECUTIVE DIRECTOR AT SMITHBUCKLIN (TPA). ALSO REVIEWED BY TREASURER OF THE ASSOCIATION. A COPY OF FORM 990 IS ALSO PROVIDED TO ALL MEMBERS OF ITS GOVERNING BODY BEFORE ITS FILING. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -12,517. PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE OVERSIGHT PROCESS OF THE AUDIT OR THE SELECTION OF INDEPENDENT ACCOUNTANTS.