Form 990 for tax year 2025
Filed by PROFESSIONAL INSURANCE MARKETING ASSOCIATION INC.
Totals
- Total revenue
- $1,310,727
- Total expenses
- $1,305,826
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $1,285,772
- Investment income
- $1,705
- Other revenue
- $23,250
- Total assets, end of year
- $1,429,562
- Total liabilities, end of year
- $810,356
- Net assets or fund balances, end of year
- $619,206
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: CONFERENCES
total $626,327 · related or exempt $626,327
-
2b · Program service revenue: MEMBERSHIP DUES
total $382,695 · related or exempt $382,695
-
2c · Program service revenue: ANNUAL SPONSORSHIP
total $276,750 · related or exempt $276,750
-
3 · Investment income
total $41,517 · excluded $41,517
-
7a · Gross sales of assets other than inventory
securities $189,537
-
7b · Less cost or other basis and sales expenses
securities $229,349
-
7c · Gain or loss
securities -$39,812
-
7d · Net gain or loss
total -$39,812 · excluded -$39,812
-
11a · Other revenue: ADVERTISING
total $23,250 · unrelated business $23,250
-
11e · Other revenue, total
$23,250
Functional expenses
Part IX, the statement of functional expenses.
-
11a · Fees: management
total $649,121
-
11b · Fees: legal
total $3,440
-
11c · Fees: accounting
total $11,000
-
11f · Fees: investment management
total $6,114
-
11g · Fees: other
total $119,623
-
12 · Advertising and promotion
total $131,093
-
13 · Office expenses
total $32,081
-
17 · Travel
total $16,728
-
19 · Conferences, conventions and meetings
total $294,927
-
23 · Insurance
total $5,862
-
24a · Other expenses: BANK & CREDIT CARD FEES
total $19,981
-
24e · All other expenses
total $15,856
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $740,827 · end of year $317,012
-
4 · Accounts receivable
beginning of year $9,703
-
9 · Prepaid expenses and deferred charges
beginning of year $90,836 · end of year $61,192
-
11 · Investments: publicly traded securities
beginning of year $532,487 · end of year $1,051,358
-
17 · Accounts payable and accrued expenses
beginning of year $10,404 · end of year $53,210
-
19 · Deferred revenue
beginning of year $821,451 · end of year $757,146
-
27 · Net assets without donor restrictions
beginning of year $541,998 · end of year $619,206
Mission and programs · 2025
Mission
THE PROFESSIONAL INSURANCE MARKETING ASSOCIATION, INC. (PIMA) IS A NONPROFIT, MEMBER-DRIVEN TRADE ASSOCIATION FOCUSED EXCLUSIVELY ON THE AFFINITY MARKET. PIMA'S MISSION IS TO BE THE SOURCE FOR EXECUTIVE LEADERS IN THE AFFINITY MARKET TO CREATE BUSINESS GROWTH, CONNECT WITH THOUGHT LEADERS, AND CULTIVATE RELATIONSHIPS WITH THE VISION OF CLOSING THE GAP ON FINANCIAL SECURITY FOR CONSUMERS AND BUSINESSES, PREPARING THE NEXT GENERATION OF LEADERS, AND GENERATING SUSTAINABLE GROWTH FOR MEMBERS AND THE INDUSTRY.
Activities or mission (Part I)
BE THE SOURCE FOR EXECUTIVE LEADERS IN THE AFFINITY MARKET TO CREATE BUSINESS GROWTH, CONNECT WITH THOUGHT LEADERS, AND CULTIVATE RELATIONSHIPS
-
PIMA HOSTS TWO CONFERENCES A YEAR PROVIDING INFORMATION ON DIRECT MARKETING TRENDS AND FORUMS TO DISCUSS EMERGING INDUSTRY ISSUES AND DEVELOPMENTS. IN ADDITION, PIMA REGULARLY PROVIDES MEMBERS WITH UPDATES ON REGULATORY AND OTHER MATTERS VIA ONLINE ARTICLES AND NEWSLETTERS.
As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Kelly AbelesKELLY ABELES
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Sean CoxSEAN COX
PRESIDENT-ELECT
- Total calculated
- $0
- Hours/week
- 1
-
Pamela MoyPAMELA MOY
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Avery SmithAVERY SMITH
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Lance DordickLANCE DORDICK
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Sharon AlfordSHARON ALFORD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
M Shane CanfieldM SHANE CANFIELD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brett ConleyBRETT CONLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Miguel FerryMIGUEL FERRY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth JohnsonELIZABETH JOHNSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jean-Marie LovettJEAN-MARIE LOVETT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer ToalJENNIFER TOAL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Amy WattsAMY WATTS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ann DielemanANN DIELEMAN
EXECUTIVE DIRECTOR (01/25-11/25)
- Total calculated
- $0
- Hours/week
- 40
-
Jill FecherJILL FECHER
EXECUTIVE DIRECTOR (12/25)
- Total calculated
- $0
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 18 May 2026
- IRS schema version
- 2025v4.1
- Source object
- 202621469349301217
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