2011-09-15T15:01:13-05:00 2010-12-31 CLIFTON GUNDERSON LLP 1301 W 22ND ST STE 1100 OAK BROOK IL 60523 990 2010-01-01 208216579 FINANCIAL & INSURANCE CONFERENCE PLANNERS FINA 3122451023 401 NORTH MICHIGAN AVENUE CHICAGO IL 60611 STEVE BOVA 3122451023 2011-08-15 1 GREGORY S ADAMS 6305738600 2010 2016-03-07 17:11:31Z STEVE BOVA 401 N MICHIGAN AVENUE CHICAGO IL 60611 2607316 0 X WWW.FICPNET.COM X 1948 IL EDUCATION AND CAREER ADVANCEMENT OF INDIVIDUALS 9 9 0 105 34698 0 0 0 2292829 2364213 22860 8113 12197 10100 2327886 2382426 0 0 0 0 0 0 0 0 0 2085336 2129952 2085336 2129952 242550 252474 1638336 2396924 156514 593043 1481822 1803881 EDUCATION AND CAREER ADVANCEMENT OF INDIVIDUALS 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. 0 0 0 0 0 0 0 0 0 1 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 0 0 0 0 1 15 0 1 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 793676 BARTHA AUDIO VISUAL 600 N CASSADY AVE COLUMBUS OH 43219 EVENT PRODUCTION 182695 2 ANNUAL CONFERENCE 900099 1396987 1396987 MEMBERSHIP DUES 900099 500737 500737 REGIONAL CHAPTERS 900099 223039 223039 EDUCATIONAL FORUM 900099 180772 180772 MEMBERSHIP DIRECTORY 541800 22698 22698 39980 27980 12000 2364213 20635 20635 212368 224890 -12522 -12522 -12522 MISCELLANEOUS 900099 10100 10100 10100 2382426 920006 34698 1427722 336980 1308 32050 5832 4509 74647 1397 1088749 16194 8135 EDUCATION FORUM 217132 REGIONAL CHAPTERS 213122 BANK AND CREDIT CARD FE 48409 OTHER ADMINISTRATIVE EX 39964 EDUCATION EXPENSE 22567 18957 2129952 162736 1402191 811985 53315 45195 75174 40164 21497 85250 61187 40257 24063 535040 820284 2959 400 1638336 2396924 114064 495793 42450 97250 156514 593043 X 1481822 1803881 1481822 1803881 1638336 2396924 X 252474 69585 X X 0 1 1 X 0 85250 61187 24063 24063 2382426 2129952 252474 42696 26889 69585 322059 3155364 42696 736074 778770 2376594 5832 5832 2382426 2860194 736074 736074 2124120 5832 5832 2129952 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 2007, 2008, AND 2009 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 8 - OTHER ADJUSTMENTS: CORRECTION OF PRIOR YEAR ACCOUNTS RECEIVABLE 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 GAINS ON INVESTMENTS: 42,696. CORRECTION OF PRIOR YEAR ACCOUNTS RECEIVABLE 26,889. TOTAL TO FORM 990, PART XI, LINE 5: 69,585. PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE OVERSIGHT PROCESS OF THE AUDIT OR THE SELECTION OF INDEPENDENT ACCOUNTANTS.