2011-08-09T14:42:52-04:00 2010-12-31 PricewaterhouseCoopers LLP 2001 MARKET ST SUITE 1700 PHILADELPHIA PA 19103 990 2010-01-01 231352012 AMERICAN INSTITUTE FOR CHARTERED PROPERTY CASUALTY UNDERWRITERS AMER 6106442100 720 PROVIDENCE ROAD MALVERN PA 193550716 JEFFREY SCHEIDT 2011-08-09 true Eric M McNeil 2673303000 2010 2016-02-24 21:20:13Z AS LISTED ON SCHEDULE O PETER L MILLER 720 PROVIDENCE ROAD MALVERN PA 19355 119982516 false X www.aicpcu.org X 1942 PA EDUCATIONAL PRODUCTS AND SERVICES TO THE RISK MANAGEMENT AND INSURANCE INDUSTRY. 56 41 157 0 0 89741637 383684 18054502 26883949 347773 5493728 695587 854186 108839499 33615547 0 0 0 0 8776640 12888223 0 0 18595 7262416 11720263 16039056 24608486 92800443 9007061 145383221 157803457 12397731 6881760 132985490 150921697 X AS THE INDUSTRY'S TRUSTED KNOWLEDGE LEADER, THE INSTITUTES ARE COMMITTED TO MEETING THE EVOLVING EDUCATIONAL NEEDS OF THE RISK MANAGEMENT AND INSURANCE COMMUNITY. WE PREPARE PEOPLE TO FULFILL THEIR PROFESSIONAL AND ETHICAL RESPONSIBILITIES BY OFFERING CUSTOMER-FOCUSED AND INNOVATIVE EDUCATIONAL SOLUTIONS. false false 22606426 0 26539238 Educational expenditures related to providing high quality educational products and services to the risk management and insurance community. Accomplishments in 2010: over 90,000 students were served; over 80,000 examinations were taken by our students seeking certification in our insurance specialty and designation programs; increased the number of on-line courses available for self study; conducting research, and developed new content and course study materials. 460711 0 Office and Administrative expenses including costs related to the annual board meeting, meeting costs, seminars, and state filing fees for continuing education. 342619 0 439388 Testing Services: Over 7,700 examinations taken for certain partnering associations. 23409756 true true false false false false false false false true false false false true false true false false false false false false false false false false false false true false false false false false false false true false false false false true true true true false false true 125 0 157 true false true CH false false false false false false false false X 56 41 false false false false false false false true true false false false true true true true true true true false PA X X JEFFREY SCHEIDT 6106442100 720 PROVIDENCE ROAD MALVERN PA 19355 PETER MILLER 45.0 X X 545000 0 49703 ALBERT R COUNSELMAN 2.0 X 0 0 0 JOSEPH A GILLES 2.0 X 0 0 0 THOMAS B AHART 2.0 X 0 0 0 KAJ AHLMANN 2.0 X 0 0 0 NORMAN A BAGLINI 2.0 X 0 0 0 BARBARA A BAURER 2.0 X 0 0 0 L KEITH BIRKHEAD 2.0 X 0 0 0 JEFFREY T BOWMAN 2.0 X 0 0 0 MICHAEL L BROWNE 2.0 X 0 0 0 ANTHONY P BURGER 2.0 X 0 0 0 DAN R CARMICHAEL 2.0 X 0 0 0 TERRENCE W CAVANAUGH 2.0 X 0 0 0 FRANK J COYNE 2.0 X 0 0 0 JOHN J DEGNAN 2.0 X 0 0 0 BRIAN DOWD 2.0 X 0 0 0 WARREN L FARRAR 2.0 X 0 0 0 KAREN K FARRIS 2.0 X 0 0 0 ANDREW S FRAZIER 2.0 X 0 0 0 J PATRICK GALLAGHER 2.0 X 0 0 0 DANIEL S GLASER 2.0 X 0 0 0 JOHN GRESSIER 2.0 X 0 0 0 JEFF HARROLD 2.0 X 0 0 0 PAUL N HOPKINS 2.0 X 0 0 0 JANET S KATZ 2.0 X 0 0 0 BRUCE G KELLY 2.0 X 0 0 0 ANTHONY J KUCZINSKI 2.0 X 0 0 0 EG LASSITER 2.0 X 0 0 0 KENNETH J LESTRANGE 2.0 X 0 0 0 H ELIZABETH MITCHELL 2.0 X 0 0 0 FRANKLIN MONTROSS IV 2.0 X 0 0 0 KRISTIAN P MOOR 2.0 X 0 0 0 GREGORY E MURPHY 2.0 X 0 0 0 OLZA M NICELY 2.0 X 0 0 0 BRIAN O'HARA 2.0 X 0 0 0 PIERRE L OZENDO 2.0 X 0 0 0 STUART PARKER 2.0 X 0 0 0 SANDRA GLASER PARRILLO 2.0 X 0 0 0 JOHN G PRYOR 2.0 X 0 0 0 H WADE REECE 2.0 X 0 0 0 ROBERT P RESTREPO JR 2.0 X 0 0 0 RICHARD A RILEY 2.0 X 0 0 0 JERRY S ROSENBLOOM 2.0 X 0 0 0 JAMES E RUTROUGH 2.0 X 0 0 0 JAMES A SCHULTE 2.0 X 0 0 0 KENNETH R SHUTTS 2.0 X 0 0 0 GEORGE A STEADMAN III 2.0 X 0 0 0 KENNETH W STECHER 2.0 X 0 0 0 GERALD D STEPHENS 2.0 X 0 0 0 THERESA M VAUGHAN 2.0 X 0 0 0 MARIO P VITALE 2.0 X 0 0 0 KIRT A WALKER 2.0 X 0 0 0 GERALD WHITBURN 2.0 X 0 0 0 MARITA ZURAITIS 2.0 X 0 0 0 JAMES R MARKS 2.0 X 0 0 0 EDWIN S OVERMAN 2.0 X 0 0 0 ELIZABETH SPRINKEL 45.0 X 246067 0 39002 JEFFREY A SCHEIDT 45.0 X 134167 0 9743 ANITA BOURKE 45.0 X 388583 0 40073 SAUL SWARTOUT 45.0 X 319625 0 47165 P KENDRICK MILLS 45.0 X 172392 0 36316 EVERETT RANDALL 45.0 X 183722 0 31913 DAVID CORUM 45.0 X 154388 0 31013 MICHAEL ELLIOTT 45.0 X 157452 0 33639 SUSAN KEARNEY 45.0 X 160642 0 33090 CHRISTOPHER KETCHUM 45.0 X 157093 0 29380 ARTHUR FLITNER 45.0 X 157670 0 25408 2776801 0 406445 27 false true false AAVALAR CONSULTING 649 SWEDESFORD ROAD MALVERN PA 19355 CONSULTING 493183 NSIGHT 1 VAN DE GFRAFF DR STE 202 BURLINGTON MA 08103 CONSULTING 443280 JACQUETTE CONSULTING 710 PROVIDENCE ROAD MALVERN PA 19355 IT CONSULTING 238650 STIVERS STAFFING SERVICES 200 W MONROE SERVICES CHICAGO IL 60606 STAFFING 232713 ELITE CLEANING SERVICES 23 KILDEER LANE DOWNINGTOWN PA 19335 CLEANING 107075 5 383684 383684 EXAMINATIONS 611600 12791356 12791356 STUDY MATERIALS 611600 13653205 13653205 TESTING SERVICES 611600 439388 439388 26883949 3665454 3665454 0 0 759509 759509 759509 759509 88195243 86366969 1828274 1828274 1828274 0 0 0 OTHER REVENUE 900099 94677 94677 94677 33615547 26978626 6253237 0 0 0 0 2397214 2358859 35958 2397 0 0 0 0 7050803 6937990 105762 7051 1158514 1139977 17378 1159 1581457 1556154 23722 1581 700235 689031 10504 700 311434 306597 4535 302 157941 155414 2369 158 146397 144055 2196 146 0 0 0 0 0 0 332000 326688 4980 332 0 0 0 0 970215 954692 14553 970 117713 115829 1766 118 504957 496878 7574 505 0 0 0 0 1198183 1179012 17973 1198 366346 360485 5495 366 0 0 0 0 368076 362187 5521 368 0 0 0 0 0 0 0 0 1743559 842392 901167 0 226450 222827 3397 226 EDUCATIONAL RELATED EXPENSES 3440756 3440756 0 0 OFFICE AND ADMINISTRATIVE 468202 460711 7023 468 PRINTING COSTS 450335 443130 6755 450 EXECUTIVE EDUCATION 426500 426500 0 0 TESTING SERVICES 342619 342619 0 0 148580 146973 1507 100 24608486 23409756 1180135 18595 4184447 1342941 5758668 6991831 1331719 1734223 494796 218424 253563 321984 33591221 15901356 15937921 17689865 113866179 125758952 3271073 3167796 284855 577441 145383221 157803457 3238449 3307880 3570899 2673129 5588383 900751 12397731 6881760 X 132985490 150921697 132985490 150921697 145383221 157803457 X 9007061 8929146 X false true true X false X 1472147 847349 786068 584747 383684 4073995 11694590 17017012 15875972 18229099 26978626 89795299 13166737 17864361 16662040 18813846 27362310 93869294 1434930 1910860 4770096 8115886 1434930 1910860 4770096 8115886 85753408 3469544 2150185 2550469 3565540 4424963 16160701 3469544 2150185 2550469 3565540 4424963 16160701 16636281 20014546 19212509 22379386 31787273 110029995 0.77936 0.81400 0.14688 0.15013 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1304041 1304041 17436164 8830660 8605504 14851016 7070696 7780320 17689865 0 ACC. RETIREE HEALTH BENEFITS 900751 900751 33615547 24608486 9007061 5079028 3850118 8929146 17936207 42544693 5079028 3850118 8929146 33615547 33615547 24608486 24608486 24608486 PART XI, LINE 8 POST-RETIREMENT PLAN CHANGES $3,850,118 PART XI, LINE 2D POST-RETIREMENT PLAN CHANGES $3,850,118 X true true X X X X false true false false false false false true false PETER MILLER 370000 0 175000 0 0 0 39188 0 10515 0 594703 0 0 0 ANITA BOURKE 292583 0 96000 0 0 0 30848 0 9225 0 428656 0 0 0 SAUL SWARTOUT 255625 0 64000 0 0 0 35525 0 11640 0 366790 0 0 0 P KENDRICK MILLS 145983 0 26409 0 0 0 23357 0 12959 0 208708 0 0 0 ELIZABETH SPRINKEL 196067 0 50000 0 0 0 31371 0 7631 0 285069 0 0 0 EVERETT RANDALL 147675 0 36047 0 0 0 20273 0 11640 0 215635 0 0 0 DAVID CORUM 138878 0 15510 0 0 0 18054 0 12959 0 185401 0 0 0 MICHAEL ELLIOTT 137492 0 19960 0 0 0 21999 0 11640 0 191091 0 0 0 SUSAN KEARNEY 140162 0 20480 0 0 0 20131 0 12959 0 193732 0 0 0 CHRISTOPHER KETCHUM 137183 0 19910 0 0 0 19042 0 10338 0 186473 0 0 0 ARTHUR FLITNER 138590 0 19080 0 0 0 22174 0 3234 0 183078 0 0 0 SCHEDULE J, PART I, LINE 1A Travel for companions is allowed to board meetings twice a year. SCHEDULE J, PART I, LINE 7 The organization accrues pay for performance expense and the amounts are determined based on the performance reviews RELATED TO MEETING OF CERTAIN GOALS OF AICPCU And A RELATED ORGANIZATION(WHICH INCLUDE OVERALL REVENUE). STATE FARM MUTUAL INSURANCE COMPANI SEE PART V 3612146 EDUCATIONAL MATERIALS/EXAMS false LIBERTY MUTUAL GROUP SEE PART V 1568582 EDUCATIONAL MATERIALS/EXAMS false FARMERS GROUP INC SEE PART V 520698 EDUCATIONAL MATERIALS/EXAMS false AUTO OWNERS INSURANCE COMPANY SEE PART V 329179 EDUCATIONAL MATERIALS/EXAMS false GEICO SEE PART V 328517 EDUCATIONAL MATERIALS/EXAMS false CINCINNATI FINANCIAL CORPORATION SEE PART V 293496 EDUCATIONAL MATERIALS/EXAMS false ACE LIMITED SEE PART V 277608 EDUCATIONAL MATERIALS/EXAMS false USAA SEE PART V 265642 EDUCATIONAL MATERIALS/EXAMS false NATIONWIDE INSURANCE SEE PART V 215687 EDUCATIONAL MATERIALS/EXAMS false CHARTIS INSURANCE SEE PART V 188449 EDUCATIONAL MATERIALS/EXAMS false MARSH INC SEE PART V 130759 EDUCATIONAL MATERIALS/EXAMS false EMC INSURANCE COMPANIES SEE PART V 118436 EDUCATIONAL MATERIALS/EXAMS false THE STATE AUTO INSURANCE COMPANIES SEE PART V 113535 EDUCATIONAL MATERIALS/EXAMS false ERIE INSURANCE GROUP SEE PART V 104848 EDUCATIONAL MATERIALS/EXAMS false PART IV, COLUMN B FOR THE REPORTED BUSINESS TRANSACTIONS WITH INTERESTED PERSONS, IN EACH CASE, AN INSTITUTE'S TRUSTEE IS AN OFFICER OF THE LISTED INTERESTED PERSON. FORM 990, PART VI, LINE 11A THE FORM 990 IS PREPARED BY A THIRD-PARTY ACCOUNTING FIRM AND REVIEWED BY MANAGEMENT. THE FORM 990 WAS PROVIDED TO THE AUDIT AND ORGANIZATION AND COMPENSATION COMMITTEES OF THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL BEFORE FILING. FORM 990, PART VI, LINE 12C ANNUAL FORM IS SUBMITTED BY ALL TRUSTEES AND REVIEWED BY THE CORPORATE SECRETARY FOR POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, LINES 15A AND 15B The AICPCU's Board of Trustees utilizeS the following process: The compensation arrangement must be approved in advance by the approval body of AICPCU composed entirely of individuals who don't have a conflict of interest with respect to the compensation arrangement. It also must rely on comparability data that demonstrateS the fair market value of the compensation in question. The approval body must document how it reached its decisions including the data on which it relied. FORM 990, PART VI, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 5 UNREALIZED GAIN ON INVESTMENTS $5,079,028 POST-RETIREMENT PLAN CHANGES $3,850,118 __________ TOTAL $8,929,146 FORM 990, HEADING BOX C Fictitious Name Registrations The Institutes American Institute for CPCU AICPCU Insurance Institute of America IIA Insurance Institute of America, Inc. American Institute for Property & Liability Underwriters, Inc. CEU.com SUGARTOWN HOLDINGS LLC 720 PROVIDENCE ROAD MALVERN PA 19355 201997621 HOLDING CO. PA -72948 246092 NA CPCU INST OF GREATER CHINA 57-3 SECTION 2 CHUNG HSAIO RD TAIPEI TW 100 231352012 EDUCATION CH NA C CORP 59 false false false false false false false false false false false false false false false false false true CPCU INST OF GREATER CHINA 1R 241057