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Nonprofiteer
← AMERICAN PROPERTY CASUALTY INSURANCE ASSOCIATION

Form 990 for tax year 2023

Filed by AMERICAN PROPERTY CASUALTY INSURANCE ASSOCIATION.

Totals

Total revenue
$70,416,266
Total expenses
$71,091,760
Contributions and grants received
$0
Grants paid
$2,471,736
Program service revenue
$64,631,457
Investment income
$5,675,185
Other revenue
$109,624
Total assets, end of year
$172,600,156
Total liabilities, end of year
$48,526,014
Net assets or fund balances, end of year
$124,074,142
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
$0

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: MEMBERSHIP DUES

    total $59,281,269 · related or exempt $59,281,269

  • 2b · Program service revenue: REGISTRATION FEES-MEETINGS

    total $1,917,724 · related or exempt $1,917,724

  • 2c · Program service revenue: SPONSORSHIP FEES-MEETINGS

    total $2,206,039 · related or exempt $2,206,039

  • 2d · Program service revenue: HOTEL COMMISSIONS

    total $113,059 · related or exempt $113,059

  • 2e · Program service revenue: OTHER AFFILIATES REVENUE

    total $1,113,366 · related or exempt $1,113,366

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $5,676,621 · related or exempt $41,990 · excluded $5,634,631

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $12,446 · other assets $235

  • 7b · Less cost or other basis and sales expenses

    securities $14,117

  • 7c · Gain or loss

    securities -$1,671 · other assets $235

  • 7d · Net gain or loss

    total -$1,436 · excluded -$1,436

  • 11a · Other revenue: SURVEY INCOME

    total $73,720 · related or exempt $73,720

  • 11b · Other revenue: SMARTBRIEF

    total $35,904 · unrelated business $35,904

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $109,624

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,471,736

  • 5 · Compensation of officers, directors and key employees

    total $9,129,212

  • 7 · Other salaries and wages

    total $18,450,301

  • 8 · Pension plan contributions

    total $8,156,257

  • 9 · Other employee benefits

    total $1,508,427

  • 10 · Payroll taxes

    total $1,476,959

  • 11a · Fees: management

    total $3,622,112

  • 11b · Fees: legal

    total $2,417,745

  • 11c · Fees: accounting

    total $179,175

  • 11d · Fees: lobbying

    total $6,707,089

  • 11e · Fees: professional fundraising services

    total $142,000

  • 11g · Fees: other

    total $2,716,241

  • 12 · Advertising and promotion

    total $144,736

  • 13 · Office expenses

    total $2,076,382

  • 14 · Information technology

    total $909,457

  • 16 · Occupancy

    total $2,352,123

  • 17 · Travel

    total $981,509

  • 19 · Conferences, conventions and meetings

    total $4,689,909

  • 22 · Depreciation, depletion and amortization

    total $1,314,853

  • 23 · Insurance

    total $172,351

  • 24a · Other expenses: MEMBERSHIP FEES

    total $905,929

  • 24b · Other expenses: ACCRUED FUND THRU AMOUNTS

    total $424,259

  • 24c · Other expenses: TRAINING

    total $89,409

  • 24d · Other expenses: MISCELLANEOUS

    total $53,589

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,628,219 · end of year $8,031,283

  • 2 · Savings and temporary cash investments

    beginning of year $528,868 · end of year $559,978

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $445,387 · end of year $675,530

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,334,862 · end of year $1,374,267

  • 10a · Land, buildings and equipment: cost or other basis

    $15,065,182

  • 10b · Land, buildings and equipment: accumulated depreciation

    $9,220,519

  • 10c · Land, buildings and equipment, net

    beginning of year $5,110,476 · end of year $5,844,663

  • 11 · Investments: publicly traded securities

    beginning of year $72,679,621 · end of year $83,163,068

  • 12 · Investments: other securities

    beginning of year $40,064,945 · end of year $40,083,820

  • 13 · Investments: program-related

    beginning of year $14,551,414 · end of year $16,075,779

  • 15 · Other assets

    beginning of year $18,633,838 · end of year $16,791,768

  • 17 · Accounts payable and accrued expenses

    beginning of year $11,461,482 · end of year $15,774,682

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $573,294 · end of year $711,608

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $19,672,580 · end of year $18,015,495

  • 25 · Other liabilities

    beginning of year $14,453,474 · end of year $14,024,229

  • 27 · Net assets without donor restrictions

    beginning of year $110,816,800 · end of year $124,074,142

Mission and programs · 2023

Mission

APCIA PROMOTES AND PROTECTS THE VIABILITY OF A COMPETITIVE PRIVATE INSURANCE MARKET FOR THE BENEFIT OF CONSUMERS AND INSURERS.

  • HOLD MEETINGS AND SEMINARS TO PROVIDE INFORMATION TO THE INDUSTRY WHICH GENERALLY PROMOTES COMPETITION IN THE PROPERTY CASUALTY INDUSTRY AND PROVIDES A FORUM FOR THE DISCUSSION, STUDY, AND SOLUTION OF COMMON PROBLEMS.

  • DISTRIBUTE INFORMATION OF COMMON INTEREST TO AMERICAN PROPERTY CASUALTY INSURERS ASSOCIATION MEMBERS.

  • DEVELOP POLICY, ADVOCATE, AND LOBBY FOR LEGISLATION WHICH IS CONSISTENT WITH THE ORGANIZATION'S OBJECTIVES AND PURPOSES AND COORDINATE WITH PUBLIC OFFICIALS AND LEGISLATIVE BODIES TO THE END THAT THESE OBJECTIVES AND PURPOSES MAY BE MADE EFFECTIVE.

As filed on the 2023 return.

Listed in Part VII

  • Alan Schnitzer

    Director, Chair

    Total calculated
    $0
    Hours/week
    1

  • Anthony J Kuczinski

    Director, Immediate Past Chair

    Total calculated
    $0
    Hours/week
    1

  • Dino E Robusto

    Director, Chair-Elect

    Total calculated
    $0
    Hours/week
    1

  • Allen Houck

    Director

    Total calculated
    $0
    Hours/week
    1

  • Bruce W Sanderson

    Director

    Total calculated
    $0
    Hours/week
    1

  • Christopher J Swift

    Director

    Total calculated
    $0
    Hours/week
    1

  • Cina Welch

    Director

    Total calculated
    $0
    Hours/week
    1

  • Daniel C Bridge

    Director

    Total calculated
    $0
    Hours/week
    1

  • Daniel Pitcher

    Director

    Total calculated
    $0
    Hours/week
    1

  • David A Bell

    Director

    Total calculated
    $0
    Hours/week
    1

  • David Thompson

    Director

    Total calculated
    $0
    Hours/week
    1

  • Duff Wallace

    Director

    Total calculated
    $0
    Hours/week
    1

  • Edward J Largent III

    Director

    Total calculated
    $0
    Hours/week
    1

  • Edward J Yorty

    Director (Term End 7/2023)

    Total calculated
    $0
    Hours/week
    1

  • Gregory J Crabb

    Director

    Total calculated
    $0
    Hours/week
    1

  • Heather Boyer

    Director (Term Beg 7/2023)

    Total calculated
    $0
    Hours/week
    1

  • Janice M Abraham

    Director (Term End 9/2023)

    Total calculated
    $0
    Hours/week
    1

  • Jim Jacobs

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jim MacPhee

    Director (Term Beg 1/2023)

    Total calculated
    $0
    Hours/week
    1

  • John Ammendola

    Director

    Total calculated
    $0
    Hours/week
    1

  • John Bruno

    Director

    Total calculated
    $0
    Hours/week
    1

  • John C Roche

    Director

    Total calculated
    $0
    Hours/week
    1

  • John Marchioni

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jonathan Michael

    Director

    Total calculated
    $0
    Hours/week
    1

  • Joseph P Lacher Jr

    Director

    Total calculated
    $0
    Hours/week
    1

  • Joseph Tocco

    Director

    Total calculated
    $0
    Hours/week
    1

  • Juan C Andrade

    Director

    Total calculated
    $0
    Hours/week
    1

  • Kathy McDonald

    Director

    Total calculated
    $0
    Hours/week
    1

  • Keith Wolfe

    Director (Term End 7/2023)

    Total calculated
    $0
    Hours/week
    1

  • Kevin Kerridge

    Director

    Total calculated
    $0
    Hours/week
    1

  • Kristof Terryn

    Director

    Total calculated
    $0
    Hours/week
    1

  • Lisa Corless

    Director

    Total calculated
    $0
    Hours/week
    1

  • Luis Petrillo

    Director

    Total calculated
    $0
    Hours/week
    1

  • Marc E Schmittlein

    Director

    Total calculated
    $0
    Hours/week
    1

  • Marc J Adee

    Director

    Total calculated
    $0
    Hours/week
    1

  • Martin J Welch

    Director

    Total calculated
    $0
    Hours/week
    1

  • Michael Campbell

    Director (Term Beg 1/2023)

    Total calculated
    $0
    Hours/week
    1

  • Michael F Gerik

    Director

    Total calculated
    $0
    Hours/week
    1

  • Michael T Gray

    Director

    Total calculated
    $0
    Hours/week
    1

  • Michael Zukerman

    Director (Term Beg 11/2023)

    Total calculated
    $0
    Hours/week
    1

  • Mitchell A Livingston

    Director

    Total calculated
    $0
    Hours/week
    1

  • Monica Ningen

    Director (Term Beg 11/2023)

    Total calculated
    $0
    Hours/week
    1

  • Patrick Callahan

    Director

    Total calculated
    $0
    Hours/week
    1

  • Peter G McPartland

    Director

    Total calculated
    $0
    Hours/week
    1

  • Peter Zaffino

    Director

    Total calculated
    $0
    Hours/week
    1

  • Richard P Creedon

    Director

    Total calculated
    $0
    Hours/week
    1

  • Richard Sims

    Director (Term Beg 1/2023)

    Total calculated
    $0
    Hours/week
    1

  • Richard V Poirier

    Director

    Total calculated
    $0
    Hours/week
    1

  • Rick Parks

    Director (Term end 6/2023)

    Total calculated
    $0
    Hours/week
    1

  • Robert A DiMuccio

    Director

    Total calculated
    $0
    Hours/week
    1

  • Robin Russo

    Director

    Total calculated
    $0
    Hours/week
    1

  • Scott A Shatraw

    Director

    Total calculated
    $0
    Hours/week
    1

  • Seth Ingall

    Director

    Total calculated
    $0
    Hours/week
    1

  • Steven Johnston

    Director

    Total calculated
    $0
    Hours/week
    1

  • Steven L Patterson

    Director

    Total calculated
    $0
    Hours/week
    1

  • T Michael Miller

    Director

    Total calculated
    $0
    Hours/week
    1

  • Ted Shallcross

    Director (Term Beg 1/2023)

    Total calculated
    $0
    Hours/week
    1

  • Telisa Yancy

    Director

    Total calculated
    $0
    Hours/week
    1

  • Timothy G NeCastro

    Director

    Total calculated
    $0
    Hours/week
    1

  • Timothy Kenefick

    Director (Term End 7/2023)

    Total calculated
    $0
    Hours/week
    1

  • TJ Obrokta

    Director

    Total calculated
    $0
    Hours/week
    1

  • Tom Troy

    Director (Term End 9/2023)

    Total calculated
    $0
    Hours/week
    1

  • Tommy Coshatt

    Director

    Total calculated
    $0
    Hours/week
    1

  • Tracy Ryan

    Director (Term Beg 11/2023)

    Total calculated
    $0
    Hours/week
    1

  • W Robert Berkley Jr

    Director

    Total calculated
    $0
    Hours/week
    1

  • William Scaldaferri

    Director

    Total calculated
    $0
    Hours/week
    1

  • Adam Shores

    SR VP, STATE GOV RELATIONS

    Total calculated
    $391,034
    From this org
    $335,378
    From related orgs
    $0
    Other
    $55,656
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $282,462
    Bonus
    $43,039
    Other
    $9,877
    Deferred
    $29,615
    Nontaxable benefits
    $26,041
    Filer's total
    $391,034

  • Claire Howard

    SR VP, GEN COUNSEL & CORP SEC

    Total calculated
    $601,258
    From this org
    $545,668
    From related orgs
    $0
    Other
    $55,590
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $378,526
    Bonus
    $136,150
    Other
    $30,992
    Deferred
    $37,950
    Nontaxable benefits
    $17,640
    Filer's total
    $601,258

  • David A Sampson

    President & CEO

    Total calculated
    $2,883,218
    From this org
    $2,810,087
    From related orgs
    $0
    Other
    $73,131
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $1,561,405
    Bonus
    $1,082,700
    Other
    $165,982
    Deferred
    $43,500
    Nontaxable benefits
    $29,631
    Filer's total
    $2,883,218

  • Jessica H Hanna

    SR VP, PUBLIC AFFAIRS

    Total calculated
    $473,937
    From this org
    $416,409
    From related orgs
    $0
    Other
    $57,528
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $294,812
    Bonus
    $110,223
    Other
    $11,374
    Deferred
    $27,237
    Nontaxable benefits
    $30,291
    Filer's total
    $473,937

  • JOSEPH Zielezienski

    EXEC VP & CHIEF LEGAL OFFICER

    Total calculated
    $738,515
    From this org
    $697,697
    From related orgs
    $0
    Other
    $40,818
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $488,417
    Bonus
    $172,495
    Other
    $36,785
    Deferred
    $37,950
    Nontaxable benefits
    $2,868
    Filer's total
    $738,515

  • June T Holmes

    TREASURER & COO (Term end 4/2023)

    Total calculated
    $1,034,466
    From this org
    $1,015,937
    From related orgs
    $0
    Other
    $18,529
    Hours/week
    40 + 4 related

    Schedule J breakdown matched by us

    Base
    $110,602
    Bonus
    $160,420
    Other
    $744,915
    Deferred
    $12,880
    Nontaxable benefits
    $5,649
    Filer's total
    $1,034,466

  • Mark Wachholz

    CHIEF FINANCIAL OFFICER AND TREASURER

    Total calculated
    $542,842
    From this org
    $505,550
    From related orgs
    $0
    Other
    $37,292
    Hours/week
    40 + 4 related

    Schedule J breakdown matched by us

    Base
    $361,092
    Bonus
    $125,076
    Other
    $19,382
    Deferred
    $33,825
    Nontaxable benefits
    $3,467
    Filer's total
    $542,842

  • NATHANIEL Wienecke

    SR VP, FED GOV RELATIONS, & POL ENG

    Total calculated
    $641,069
    From this org
    $566,607
    From related orgs
    $0
    Other
    $74,462
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $399,561
    Bonus
    $145,500
    Other
    $21,546
    Deferred
    $33,825
    Nontaxable benefits
    $40,637
    Filer's total
    $641,069

  • Paul C Blume

    COO

    Total calculated
    $687,733
    From this org
    $607,592
    From related orgs
    $0
    Other
    $80,141
    Hours/week
    40 + 4 related

    Schedule J breakdown matched by us

    Base
    $426,061
    Bonus
    $150,760
    Other
    $30,771
    Deferred
    $37,950
    Nontaxable benefits
    $42,191
    Filer's total
    $687,733

  • Robert M Gordon

    SR VP, POLICY, RESEARCH, & INT'L

    Total calculated
    $731,327
    From this org
    $690,506
    From related orgs
    $0
    Other
    $40,821
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $485,583
    Bonus
    $172,150
    Other
    $32,773
    Deferred
    $37,950
    Nontaxable benefits
    $2,871
    Filer's total
    $731,327

  • Scott A Joyner

    SENIOR VP AND CIO

    Total calculated
    $403,813
    From this org
    $339,815
    From related orgs
    $0
    Other
    $63,998
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $265,943
    Bonus
    $48,418
    Other
    $25,454
    Deferred
    $33,193
    Nontaxable benefits
    $30,805
    Filer's total
    $403,813

  • DAVID PEARCE

    VP & DIRECTOR, TAX POLICY

    Total calculated
    $410,061
    From this org
    $342,589
    From related orgs
    $0
    Other
    $67,472
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $289,778
    Bonus
    $45,000
    Other
    $7,811
    Deferred
    $30,250
    Nontaxable benefits
    $37,222
    Filer's total
    $410,061

  • DAVID SNYDER

    VP, INTERNATIONAL & COUNSEL

    Total calculated
    $355,708
    From this org
    $304,920
    From related orgs
    $0
    Other
    $50,788
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $250,862
    Bonus
    $43,000
    Other
    $11,058
    Deferred
    $29,104
    Nontaxable benefits
    $21,684
    Filer's total
    $355,708

  • DONALD L GRIFFIN

    DEPT VP, PERSONAL LINES

    Total calculated
    $398,511
    From this org
    $332,864
    From related orgs
    $0
    Other
    $65,647
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $271,388
    Bonus
    $48,000
    Other
    $13,476
    Deferred
    $31,719
    Nontaxable benefits
    $33,928
    Filer's total
    $398,511

  • Kate Carey

    VP, FED GOV RELATIONS & POL ENG

    Total calculated
    $432,902
    From this org
    $360,327
    From related orgs
    $0
    Other
    $72,575
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $300,511
    Bonus
    $52,047
    Other
    $7,769
    Deferred
    $32,163
    Nontaxable benefits
    $40,412
    Filer's total
    $432,902

  • Phillip Carson

    Department VP, Financial Regulation

    Total calculated
    $363,050
    From this org
    $319,332
    From related orgs
    $0
    Other
    $43,718
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $227,017
    Bonus
    $35,000
    Other
    $57,315
    Deferred
    $26,389
    Nontaxable benefits
    $17,329
    Filer's total
    $363,050

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

Schedule J, Part I, Line 1a First-class or charter travel
THE CEO IS PERMITTED TO TRAVEL FIRST CLASS ON FLIGHTS. THE OFFICERS AND HIGHEST COMPENSATED EMPLOYEES LISTED BELOW RECEIVED REIMBURSEMENTS FOR FITNESS EXPENSE, COMPANION TRAVEL, AND GROSSED UP GIFT CARDS. THESE BENEFITS WERE TREATED AS TAXABLE COMPENSATION TO THE EMPLOYEE RECEIVING THE BENEFIT.
Schedule J, Part I, Line 1a Travel for companions
The following individuals received a spousal travel fringe benefit: - David A. Sampson - June T. Holmes - Nathaniel Wienecke - Mark Wachholz - Joseph Zielezienski - Adam Shores
Schedule J, Part I, Line 1a Tax indemnification and gross-up payments
THE FOLLOWING INDIVIDUALS RECEIVED A GIFT CARD AND TAX GROSS UP: - DAVID A. SAMPSON - JUNE T. HOLMES - PAUL C. BLUME - CLAIRE HOWARD - ROBERT M. GORDON - NATHANIEL WIENECKE - JESSICA H. HANNA - MARK WACHHOLZ - JOSEPH ZIELEZIENSKI - SCOTT A. JOYNER - ADAM SHORES - KATE CAREY - PHILLIP CARSON - DONALD L. GRIFFIN - DAVID SNYDER - DAVID PEARCE
Schedule J, Part I, Line 1a Health or social club dues or initiation fees
THE FOLLOWING INDIVIDUALS RECEIVED A FITNESS REIMBURSEMENT: - DAVID A. SAMPSON - JUNE T. HOLMES - PAUL C. BLUME - NATHANIEL WIENECKE - JESSICA H. HANNA - MARK WACHHOLZ - SCOTT A. JOYNER - ADAM SHORES - KATE CAREY - PHILLIP CARSON - DONALD L. GRIFFIN - DAVID PEARCE
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
TO PROVIDE LOST PENSION BENEFITS DUE TO THE IRS LIMITS, APCIA MAINTAINS SUPPLEMENTAL RETIREMENT PLANS (THE "PLAN") FOR A SELECT GROUP OF MANAGEMENT, WHICH IS INTENDED TO COMPLY WITH SECTION 457(B) AND 457(F), AND SECTION 409A OF THE INTERNAL REVENUE CODE. AMOUNTS CONTRIBUTED UNDER THE 457(F) HAVE BEEN INCLUDED AS COMPENSATION IN BOX 5 OF THEIR 2023 IRS FORM W-2. THEREFORE THE AMOUNTS CONTRIBUTED HAVE BEEN RECORDED AS COMPENSATION ON THE FORM 990. THE FOLLOWING INDIVIDUALS REPORTED AMOUNTS AS FOLLOWS RELATED TO THE 457(F) PLAN: DAVID A. SAMPSON $115,125 AMOUNTS CONTRIBUTED TO THE INDIVIDUALS ACCOUNTS AS PART OF A 457(B) PLAN ARE INCLUDED IN W-2 BOX 5 AND ARE THEREFORE INCLUDED AS OTHER REPORTABLE COMPENSATION. June Holmes received a payout for a supplemental nonqualified retirement plan in which amounts vested on an annual basis were reported historically in W-2 box 5. This year the payout, which included amounts previously reported on prior year Form 990, was included in full on W-2 box 1 and reported as other reportable compensation.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • INDEPENDENT STATISTICAL SERVICES INC

    C Corporation · STAT. SERVICE · IL · 100% owned · share of income $9,079,358 · share of assets $16,242,392 · controlled entity

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202413179349309031

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