{"success":true,"data":{"_id":521441317,"filings":[{"Organization":{"value":null,"Person":["MICHAEL GRACE","MICHAEL G HERZAK","BOB KLINGER","MARTIN A LEBSON","JIM MANSFIELD","CRAIG MOST","CURTIS M PEARSALL","KEITH SAVINO","JUNE TAYLOR","DONNA GRAY"],"Title":["DIRECTOR","DIRECTOR","SECRETARY","OFFICER","TREASURER","VICE PRESIDE","VICE PRESIDE","IMMEDIATE PA","DIRECTOR","PRESIDENT"],"Hours":[0,0,0,0,0,0,0,0,0,0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Organize and sponsor conferences and seminars to educate its members and provide a certified level of professionalism and and excellence within the field of property and casualty insurance.","year":2021,"name":"THE AMERICAN INSURANCE MARKETING","phone":8046746466,"website":"WWW.AIMSSOCIETY.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"DONNA GRAY","year_formation":null,"state_legal_domicile":null,"total_volunteers":null,"tax_period_begin":"2021-01-01T00:00:00","tax_period_end":"2021-12-31T00:00:00","address":"P O BOX 35718, RICHMOND, VA, 23235, USA","city":"RICHMOND","state":"VA","country":"USA","zip_code":23235},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":12,"Number of independent voting members":12,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":339133,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":338528,"Total revenue":{"value":338528,"PROGRAM FEES- OTHER":177361,"DUES":160045,"AIMS ACADEMY":528,"MISCELLANEOUS":393,"LOGO PRODUCTS":201},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":605,"Investment income total":605,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":255613,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":17247,"Benefits paid to members Total":17247},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":238366,"Management services":131820,"Legal":580,"Accounting":1155,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":15281,"Office expenses":4975,"Information technology":14934,"Royalties":0,"Occupancy":1026,"Travel":0,"Conferences and meetings":8256,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":-103,"Insurance":7627,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":48064,"SEMINAR EXPENDITURES":28860,"BANK CARD CHARGES":10130,"CE FILING":6906,"SPONSOR/TRADE SHOW VISITS":2168},"All other expenses":4751},"Functional Expenses":{"value":null,"Program Service Expenses":93275,"Management And General Expenses":162338,"Fundraising Expenses":0}},"Assets":{"value":438192,"Non-interest bearing cash":51752,"Savings and temp cash investments":382150,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":4290,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":438192,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.36490710566363993,"percentile":0.46145283687657596},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.24627506022710854,"percentile":0.797892423775837},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":1.7142790077186998,"percentile":0.575068726192384},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":-0.023306721358862473,"percentile":0.25151777933352243},"Revenue Growth":{"score":0.03351758514395527,"percentile":0.5317469849666181},"Asset Growth":{"score":0.08746544691655934,"percentile":0.6500895613944832},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6275528995672819,"percentile":0.6834238497331104}},"source_xml":"202221439349300222_public.xml"},{"Organization":{"value":null,"Person":["BOB KLINGER","MICHAEL G HERZAK","MARTIN A LEBSON","CHRIS PARADISO","JEFFREY B ROUNDS","MICHAEL GRACE","RICHARD SAVINO","KEITH SAVINO","JOYCE E SIGLER","CARLOS VARGAS","JUNE TAYLOR","CURTIS M PEARSALL","CRAIG MOST","JIM MANSFIELD","DONNA GRAY"],"Title":["SECRETARY","TREASURER","DIRECTOR","DIRECTOR","DIRECTOR","PRESIDENT","IMMEDIATE PA","VICE PRESIDE","VICE PRESIDE","EXEC DIRECTO","","","","",""],"Hours":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Organize and sponsor conferences and seminars to educate its members and provide a certified level of professionalism and and excellence within the field of property and casualty insurance.","year":2014,"name":"THE AMERICAN INSURANCE MARKETING AND SALES SOCIETY","phone":8046746466,"website":"WWW.AIMSSOCIETY.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"DONNA GRAY","year_formation":null,"state_legal_domicile":null,"total_volunteers":null,"tax_period_begin":"2014-01-01T00:00:00","tax_period_end":"2014-12-31T00:00:00","address":"P O BOX 35718, RICHMOND, VA, 232350718, USA","city":"RICHMOND","state":"VA","country":"USA","zip_code":232350718},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":15,"Number of independent voting members":15,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":240606,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":240595,"Total revenue":{"value":239371,"DUES":137241,"SPONSOR PROGRAM FEES":81328,"SALES AND MARKETING CONF":14146,"PARTNER PROGRAM FEES":4870,"LOGO PRODUCTS":1786},"Total other revenue":1224,"Unrelated business revenue":0},"Investment income":{"value":11,"Investment income total":11,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":227582,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":34116,"Benefits paid to members Total":34116},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":193466,"Management services":93634,"Legal":0,"Accounting":975,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":39026,"Office expenses":5723,"Information technology":948,"Royalties":0,"Occupancy":1080,"Travel":0,"Conferences and meetings":23135,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":8272,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":14306,"MATERIALSPRINTING/REVISIO":5155,"SEMINAR EXPENDITURES":3305,"BANK CHARGES":3272,"CONTINUING EDUCATION FILI":2574},"All other expenses":6367},"Functional Expenses":{"value":null,"Program Service Expenses":117197,"Management And General Expenses":110385,"Fundraising Expenses":0}},"Assets":{"value":211477,"Non-interest bearing cash":40205,"Savings and temp cash investments":171272,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":4090,"Sum of Total Liabilities":0,"Accounts payable, accrued":4090,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":207387,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.5149660342206326,"percentile":0.47787332941280725},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.05412998844584092,"percentile":0.5340915922969487},"Liabilities to Assets Ratio":{"score":0.019340164651475103,"percentile":0.45979752815727765},"Operating Reserve Ratio":{"score":0.929234297967326,"percentile":0.40315573618923345},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5842959377080776,"percentile":0.5591979654358477}},"source_xml":"201523209349304707_public.xml"},{"Organization":{"value":null,"Person":["MICHAEL GRACE","MICHAEL G HERZAK","BOB KLINGER","MARTIN A LEBSON","JIM MANSFIELD","CRAIG MOST","CURTIS M PEARSALL","KEITH SAVINO","JUNE TAYLOR","DONNA GRAY"],"Title":["DIRECTOR","DIRECTOR","SECRETARY","OFFICER","TREASURER","VICE PRESIDE","VICE PRESIDE","IMMEDIATE PA","DIRECTOR","PRESIDENT"],"Hours":[0,0,0,0,0,0,0,0,0,0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Organize and sponsor conferences and seminars to educate its members and provide a certified level of professionalism and and excellence within the field of property and casualty insurance.","year":2019,"name":"THE AMERICAN INSURANCE MARKETING AND SALES SOCIETY","phone":8046746466,"website":"WWW.AIMSSOCIETY.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"DONNA GRAY","year_formation":null,"state_legal_domicile":null,"total_volunteers":null,"tax_period_begin":"2019-01-01T00:00:00","tax_period_end":"2019-12-31T00:00:00","address":"P O BOX 35718, RICHMOND, VA, 232350718, USA","city":"RICHMOND","state":"VA","country":"USA","zip_code":232350718},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":12,"Number of independent voting members":12,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":246047,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":245951,"Total revenue":{"value":245951,"DUES":155768,"PROGRAM FEES- OTHER":89174,"LOGO PRODUCTS":739,"MISCELLANEOUS":270},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":96,"Investment income total":96,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":263168,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":22111,"Benefits paid to members Total":22111},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":241057,"Management services":88011,"Legal":3417,"Accounting":1025,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":87701,"Office expenses":5962,"Information technology":8536,"Royalties":0,"Occupancy":1112,"Travel":462,"Conferences and meetings":11665,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":9117,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":20495,"ADV. PROGRAM DEV.":10075,"BANK CHARGES":5464,"CE FILING":3537,"DIPLOMAS":1419},"All other expenses":3554},"Functional Expenses":{"value":null,"Program Service Expenses":141500,"Management And General Expenses":121668,"Fundraising Expenses":0}},"Assets":{"value":303572,"Non-interest bearing cash":50000,"Savings and temp cash investments":253572,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":4095,"Sum of Total Liabilities":0,"Accounts payable, accrued":4095,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":299477,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.5376793531128404,"percentile":0.4817113499230664},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.0695842664206432,"percentile":0.25777863194229744},"Liabilities to Assets Ratio":{"score":0.013489386372919769,"percentile":0.4819839307280989},"Operating Reserve Ratio":{"score":1.1535293044747081,"percentile":0.4642257003928048},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":-0.005095483759337214,"percentile":0.30387163335764067},"Revenue Growth":{"score":0.0033049515700448585,"percentile":0.3844754442444548},"Asset Growth":{"score":0.07800344123369836,"percentile":0.6227591077447827},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.49202590006429936,"percentile":0.3023838373980553}},"source_xml":"202033219349301978_public.xml"},{"Organization":{"value":null,"Person":["MICHAEL GRACE","MICHAEL G HERZAK","BOB KLINGER","MARTIN A LEBSON","JIM MANSFIELD","CRAIG MOST","CURTIS M PEARSALL","KEITH SAVINO","JUNE TAYLOR","DONNA GRAY"],"Title":["DIRECTOR","DIRECTOR","SECRETARY","OFFICER","TREASURER","VICE PRESIDE","VICE PRESIDE","IMMEDIATE PA","DIRECTOR","PRESIDENT"],"Hours":[0,0,0,0,0,0,0,0,0,0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Organize and sponsor conferences and seminars to educate its members and provide a certified level of professionalism and and excellence within the field of property and casualty insurance.","year":2023,"name":"THE AMERICAN INSURANCE MARKETING","phone":8046746466,"website":"WWW.AIMSSOCIETY.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"DONNA GRAY","year_formation":null,"state_legal_domicile":null,"total_volunteers":null,"tax_period_begin":"2023-01-01T00:00:00","tax_period_end":"2023-12-31T00:00:00","address":"P O BOX 35718, RICHMOND, VA, 23235, USA","city":"RICHMOND","state":"VA","country":"USA","zip_code":23235},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":0,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":382250,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":374175,"Total revenue":{"value":374167,"DUES":154083,"PARTNER PROGRAM FEES":138474,"SPONSOR PROGRAM FEES":81160,"MISCELLANEOUS":377,"LOGO PRODUCTS":73},"Total other revenue":8,"Unrelated business revenue":0},"Investment income":{"value":8075,"Investment income total":8075,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":223461,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":9899,"Benefits paid to members Total":9899},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":213562,"Management services":137326,"Legal":48,"Accounting":1350,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":220,"Office expenses":3399,"Information technology":7231,"Royalties":0,"Occupancy":1026,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":7344,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":47430,"SEMINAR EXPENDITURES":25407,"BANK CARD CHARGES":12381,"CE FILING":6642,"ADV. PROGRAM DEV.":3000},"All other expenses":8188},"Functional Expenses":{"value":null,"Program Service Expenses":65537,"Management And General Expenses":157924,"Fundraising Expenses":0}},"Assets":{"value":661863,"Non-interest bearing cash":-3,"Savings and temp cash investments":661866,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":661863,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.29328160171126055,"percentile":0.4565862824551086},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.4154061478090255,"percentile":0.8909121627887212},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":2.961872541517312,"percentile":0.7096059442321027},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":-0.04097548229691748,"percentile":0.2138027302461609},"Revenue Growth":{"score":0.04507021462849248,"percentile":0.5851870640740613},"Asset Growth":{"score":0.10992026683368139,"percentile":0.7063748816525164},"Independent Voting Board Pct":{"score":null,"percentile":null},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6239325233968765,"percentile":0.67361220130538}},"source_xml":"202401319349302440_public.xml"},{"Organization":{"value":null,"Person":["MICHAEL GRACE","MICHAEL G HERZAK","BOB KLINGER","MARTIN A LEBSON","JIM MANSFIELD","CRAIG MOST","CURTIS M PEARSALL","KEITH SAVINO","JUNE TAYLOR","DONNA GRAY"],"Title":["DIRECTOR","DIRECTOR","SECRETARY","OFFICER","TREASURER","VICE PRESIDE","VICE PRESIDE","IMMEDIATE PA","DIRECTOR","PRESIDENT"],"Hours":[0,0,0,0,0,0,0,0,0,0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Organize and sponsor conferences and seminars to educate its members and provide a certified level of professionalism and and excellence within the field of property and casualty insurance.","year":2024,"name":"THE AMERICAN INSURANCE MARKETING","phone":8046746466,"website":"WWW.AIMSSOCIETY.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"DONNA GRAY","year_formation":null,"state_legal_domicile":null,"total_volunteers":null,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"P O BOX 35718, RICHMOND, VA, 23235, USA","city":"RICHMOND","state":"VA","country":"USA","zip_code":23235},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":0,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":404101,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":373420,"Total revenue":{"value":373420,"PROGRAM FEES":219835,"DUES":153308,"MISCELLANEOUS":227,"ADVANCED SEMINARS":50},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":30681,"Investment income total":30681,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":268194,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":13284,"Benefits paid to members Total":13284},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":254910,"Management services":168725,"Legal":0,"Accounting":1390,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":1300,"Office expenses":2929,"Information technology":7787,"Royalties":0,"Occupancy":1234,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":8311,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":56049,"SEMINAR EXPENDITURES":29988,"BANK CARD CHARGES":12428,"CE FILING":8633,"ADV. PROGRAM DEV.":5000},"All other expenses":7185},"Functional Expenses":{"value":null,"Program Service Expenses":77636,"Management And General Expenses":190558,"Fundraising Expenses":0}},"Assets":{"value":792609,"Non-interest bearing cash":33473,"Savings and temp cash investments":759136,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":792609,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.28947702036585454,"percentile":0.45636051654274046},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.3363193855001596,"percentile":0.8557861641244516},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":2.955356943108347,"percentile":0.709123754435651},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":-0.045104282260046875,"percentile":0.20647968596427937},"Revenue Growth":{"score":0.0494211885934315,"percentile":0.6038678545101686},"Asset Growth":{"score":0.12079199512841234,"percentile":0.7297466347540825},"Independent Voting Board Pct":{"score":null,"percentile":null},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6195495691587019,"percentile":0.6614575323530217}},"source_xml":"202541269349301429_public.xml"},{"Organization":{"value":null,"Person":["BOB KLINGER","MICHAEL G HERZAK","MARTIN A LEBSON","MICHAEL GRACE","KEITH SAVINO","JUNE TAYLOR","CURTIS M PEARSALL","CRAIG MOST","JIM MANSFIELD","DONNA GRAY"],"Title":["OFFICER","SECRETARY","TREASURER","DIRECTOR","DIRECTOR","DIRECTOR","PRESIDENT","IMMEDIATE PA","VICE PRESIDE","VICE PRESIDE"],"Hours":[0,0,0,0,0,0,0,0,0,0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Organize and sponsor conferences and seminars to educate its members and provide a certified level of professionalism and and excellence within the field of property and casualty insurance.","year":2018,"name":"THE AMERICAN INSURANCE MARKETING AND SALES SOCIETY","phone":8046746466,"website":"WWW.AIMSSOCIETY.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"DONNA GRAY","year_formation":null,"state_legal_domicile":null,"total_volunteers":null,"tax_period_begin":"2018-01-01T00:00:00","tax_period_end":"2018-12-31T00:00:00","address":"P O BOX 35718, RICHMOND, VA, 232350718, USA","city":"RICHMOND","state":"VA","country":"USA","zip_code":232350718},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":15,"Number of independent voting members":15,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":253805,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":253779,"Total revenue":{"value":253779,"DUES":152315,"PROGRAM FEES- OTHER":99482,"LOGO PRODUCTS":1057,"MISCELLANEOUS":783,"REIMBURSED EXPENSES":142},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":26,"Investment income total":26,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":235547,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":21861,"Benefits paid to members Total":21861},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":213686,"Management services":83730,"Legal":397,"Accounting":50,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":48218,"Office expenses":5864,"Information technology":11332,"Royalties":0,"Occupancy":1270,"Travel":0,"Conferences and meetings":8572,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":9068,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":37001,"ADV. PROGRAM DEV.":26450,"BANK CHARGES":5094,"CE FILING":3057,"TRAIN THE TRAINER":2400},"All other expenses":8184},"Functional Expenses":{"value":null,"Program Service Expenses":119550,"Management And General Expenses":115997,"Fundraising Expenses":0}},"Assets":{"value":320692,"Non-interest bearing cash":13766,"Savings and temp cash investments":306926,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":4094,"Sum of Total Liabilities":0,"Accounts payable, accrued":4094,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":316598,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.5075420192148489,"percentile":0.47673422860963643},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.07193711707807175,"percentile":0.5712142571380765},"Liabilities to Assets Ratio":{"score":0.01276614321529692,"percentile":0.48509729070699226},"Operating Reserve Ratio":{"score":1.3614777517862677,"percentile":0.5111668568682439},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":-0.03438834244588586,"percentile":0.22650837488571132},"Revenue Growth":{"score":0.008422541689381372,"percentile":0.4076054684251947},"Asset Growth":{"score":0.09929862690371717,"percentile":0.6813781548698605},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.545342156202236,"percentile":0.4437500087493298}},"source_xml":"201902389349300230_public.xml"},{"Organization":{"value":null,"Person":["MICHAEL GRACE","MICHAEL G HERZAK","BOB KLINGER","MARTIN A LEBSON","JIM MANSFIELD","CRAIG MOST","CURTIS M PEARSALL","KEITH SAVINO","JUNE TAYLOR","DONNA GRAY"],"Title":["DIRECTOR","DIRECTOR","SECRETARY","OFFICER","TREASURER","VICE PRESIDE","VICE PRESIDE","IMMEDIATE PA","DIRECTOR","PRESIDENT"],"Hours":[0,0,0,0,0,0,0,0,0,0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Organize and sponsor conferences and seminars to educate its members and provide a certified level of professionalism and and excellence within the field of property and casualty insurance.","year":2022,"name":"THE AMERICAN INSURANCE MARKETING","phone":8046746466,"website":"WWW.AIMSSOCIETY.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"DONNA GRAY","year_formation":null,"state_legal_domicile":null,"total_volunteers":null,"tax_period_begin":"2022-01-01T00:00:00","tax_period_end":"2022-12-31T00:00:00","address":"P O BOX 35718, RICHMOND, VA, 23235, USA","city":"RICHMOND","state":"VA","country":"USA","zip_code":23235},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":11,"Number of independent voting members":11,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":336647,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":339957,"Total revenue":{"value":339857,"PARTNER PROGRAM FEES":187216,"DUES":151885,"LOGO PRODUCTS":354,"AIMS ACADEMY":242,"MISCELLANEOUS":160},"Total other revenue":100,"Unrelated business revenue":0},"Investment income":{"value":-3310,"Investment income total":677,"Net investment gain":-3987,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":271765,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":20207,"Benefits paid to members Total":20207},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":251558,"Management services":137205,"Legal":2578,"Accounting":1250,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":195,"Office expenses":3316,"Information technology":13102,"Royalties":0,"Occupancy":1026,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":303,"Insurance":9218,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":74330,"SEMINAR EXPENDITURES":35057,"BOARD OF DIRECTORS - DISC":20040,"BANK CARD CHARGES":11233,"ADV. PROGRAM DEV.":8000},"All other expenses":9035},"Functional Expenses":{"value":null,"Program Service Expenses":103859,"Management And General Expenses":167906,"Fundraising Expenses":0}},"Assets":{"value":503074,"Non-interest bearing cash":52393,"Savings and temp cash investments":450681,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":503074,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.3821647379169503,"percentile":0.4628088421290068},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.19273007037044737,"percentile":0.7488977779064007},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":1.8511360918440565,"percentile":0.5956426290539764},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":-0.025065423748728125,"percentile":0.24729027652932603},"Revenue Growth":{"score":0.03794750041911984,"percentile":0.5528203724063517},"Asset Growth":{"score":0.09507648465805194,"percentile":0.6705665848105333},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6232063954041447,"percentile":0.6716061549685294}},"source_xml":"202331359349305113_public.xml"},{"Organization":{"value":null,"Person":["BOB KLINGER","MICHAEL G HERZAK","MARTIN A LEBSON","MICHAEL GRACE","KEITH SAVINO","JUNE TAYLOR","CURTIS M PEARSALL","CRAIG MOST","JIM MANSFIELD","DONNA GRAY"],"Title":["OFFICER","SECRETARY","TREASURER","DIRECTOR","DIRECTOR","DIRECTOR","PRESIDENT","IMMEDIATE PA","VICE PRESIDE","VICE PRESIDE"],"Hours":[0,0,0,0,0,0,0,0,0,0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Organize and sponsor conferences and seminars to educate its members and provide a certified level of professionalism and and excellence within the field of property and casualty insurance.","year":2017,"name":"THE AMERICAN INSURANCE MARKETING AND SALES SOCIETY","phone":8046746466,"website":"WWW.AIMSSOCIETY.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"DONNA GRAY","year_formation":null,"state_legal_domicile":null,"total_volunteers":null,"tax_period_begin":"2017-01-01T00:00:00","tax_period_end":"2017-12-31T00:00:00","address":"P O BOX 35718, RICHMOND, VA, 232350718, USA","city":"RICHMOND","state":"VA","country":"USA","zip_code":232350718},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":15,"Number of independent voting members":15,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":271855,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":271802,"Total revenue":{"value":271802,"DUES":160031,"PROGRAM FEES- OTHER":98817,"PRO - TO -PRO RETREAT":11584,"LOGO PRODUCTS":1207,"MISCELLANEOUS":163},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":53,"Investment income total":53,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":241723,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":24261,"Benefits paid to members Total":24261},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":217462,"Management services":83820,"Legal":0,"Accounting":1045,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":47719,"Office expenses":4472,"Information technology":2898,"Royalties":0,"Occupancy":1260,"Travel":0,"Conferences and meetings":6689,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":8936,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":48451,"VARIOUS":48451},"All other expenses":12172},"Functional Expenses":{"value":null,"Program Service Expenses":134074,"Management And General Expenses":107649,"Fundraising Expenses":0}},"Assets":{"value":302432,"Non-interest bearing cash":30194,"Savings and temp cash investments":272238,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":4093,"Sum of Total Liabilities":0,"Accounts payable, accrued":4093,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":298339,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.5546596724349773,"percentile":0.48496330548685684},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.11083849846425484,"percentile":0.6413001543406447},"Liabilities to Assets Ratio":{"score":0.013533620780869749,"percentile":0.48178728452902414},"Operating Reserve Ratio":{"score":1.2511511109824054,"percentile":0.4872835071890942},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":-0.05189383632641426,"percentile":0.19533659354190785},"Revenue Growth":{"score":0.010991538263400151,"percentile":0.4197364335746368},"Asset Growth":{"score":0.10929346048563414,"percentile":0.7049862524871545},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5573941443966762,"percentile":0.4791750951877086}},"source_xml":"201911559349300701_public.xml"},{"Organization":{"value":null,"Person":["BOB KLINGER","MICHAEL G HERZAK","MARTIN A LEBSON","CHRIS PARADISO","JEFFREY B ROUNDS","MICHAEL GRACE","RICHARD SAVINO","KEITH SAVINO","JOYCE E SIGLER","CARLOS VARGAS","JUNE TAYLOR","CURTIS M PEARSALL","CRAIG MOST","JIM MANSFIELD","DONNA GRAY"],"Title":["SECRETARY","TREASURER","DIRECTOR","DIRECTOR","DIRECTOR","PRESIDENT","IMMEDIATE PA","VICE PRESIDE","VICE PRESIDE","EXEC DIRECTO","","","","",""],"Hours":[0.25,1.0,2.0,0.25,0.25,0.25,0.25,0.25,0.25,0.25,0.25,1.0,0.25,0.5,0.5],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Organize and sponsor conferences and seminars to educate its members and provide a certified level of professionalism and and excellence within the field of property and casualty insurance.","year":2013,"name":"THE AMERICAN INSURANCE MARKETING AND SALES SOCIETY","phone":8046746466,"website":"WWW.AIMSSOCIETY.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"DONNA GRAY","year_formation":null,"state_legal_domicile":null,"total_volunteers":null,"tax_period_begin":"2013-01-01T00:00:00","tax_period_end":"2013-12-31T00:00:00","address":"P O BOX 35718, RICHMOND, VA, 232350718, USA","city":"RICHMOND","state":"VA","country":"USA","zip_code":232350718},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":15,"Number of independent voting members":15,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":251846,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":251690,"Total revenue":{"value":251301,"DUES":123982,"SPONSOR PROGRAM FEES":68555,"PARTNER PROGRAM FEES":33281,"SALES AND MARKETING CONF":23055,"LOGO PRODUCTS":2428},"Total other revenue":389,"Unrelated business revenue":0},"Investment income":{"value":156,"Investment income total":156,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":270086,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":39838,"Benefits paid to members Total":39838},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":230248,"Management services":104877,"Legal":0,"Accounting":1850,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":40696,"Office expenses":7858,"Information technology":100,"Royalties":0,"Occupancy":1080,"Travel":0,"Conferences and meetings":29922,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":8018,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":25234,"SEMINAR EXPENDITURES":14538,"CONTINUING EDUCATION FILI":4510,"TRAIN-THETRAINER":3150,"PROGRAM DIPLOMAS":3036},"All other expenses":10613},"Functional Expenses":{"value":null,"Program Service Expenses":154340,"Management And General Expenses":115746,"Fundraising Expenses":0}},"Assets":{"value":200791,"Non-interest bearing cash":59080,"Savings and temp cash investments":141261,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":450,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":4103,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":4103,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":196688,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.5714476129825314,"percentile":0.4885165507963233},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.07242521223287247,"percentile":0.25418312467556975},"Liabilities to Assets Ratio":{"score":0.02043418280699832,"percentile":0.45616735738644093},"Operating Reserve Ratio":{"score":0.7434335730100783,"percentile":0.3437760634598957},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5157863296881801,"percentile":0.36226185074223316}},"source_xml":"201403219349308085_public.xml"},{"Organization":{"value":null,"Person":["BOB KLINGER","MICHAEL G HERZAK","MARTIN A LEBSON","MICHAEL GRACE","KEITH SAVINO","JUNE TAYLOR","CURTIS M PEARSALL","CRAIG MOST","JIM MANSFIELD","DONNA GRAY"],"Title":["OFFICER","SECRETARY","TREASURER","DIRECTOR","DIRECTOR","DIRECTOR","PRESIDENT","IMMEDIATE PA","VICE PRESIDE","VICE PRESIDE"],"Hours":[0,0,0,0,0,0,0,0,0,0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Organize and sponsor conferences and seminars to educate its members and provide a certified level of professionalism and and excellence within the field of property and casualty insurance.","year":2015,"name":"THE AMERICAN INSURANCE MARKETING AND SALES SOCIETY","phone":8046746466,"website":"WWW.AIMSSOCIETY.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"DONNA GRAY","year_formation":null,"state_legal_domicile":null,"total_volunteers":null,"tax_period_begin":"2015-01-01T00:00:00","tax_period_end":"2015-12-31T00:00:00","address":"P O BOX 35718, RICHMOND, VA, 232350718, USA","city":"RICHMOND","state":"VA","country":"USA","zip_code":232350718},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":15,"Number of independent voting members":15,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":257722,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":257708,"Total revenue":{"value":257486,"DUES":144253,"SPONSOR PROGRAM FEES":74813,"PARTNER PROGRAM FEES":30950,"SALES AND MARKETING CONF":5464,"LOGO PRODUCTS":2006},"Total other revenue":222,"Unrelated business revenue":0},"Investment income":{"value":14,"Investment income total":14,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":222091,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":35320,"Benefits paid to members Total":35320},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":186771,"Management services":83820,"Legal":0,"Accounting":75,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":35896,"Office expenses":7893,"Information technology":1025,"Royalties":0,"Occupancy":1080,"Travel":0,"Conferences and meetings":22240,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":8713,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":20186,"SEMINAR EXPENDITURES":11149,"PROGRAM DIPLOMAS":3897,"CONTINUING EDUCATION FILI":2831,"BANK CHARGES":2309},"All other expenses":5843},"Functional Expenses":{"value":null,"Program Service Expenses":118165,"Management And General Expenses":103926,"Fundraising Expenses":0}},"Assets":{"value":247109,"Non-interest bearing cash":35822,"Savings and temp cash investments":211287,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":4091,"Sum of Total Liabilities":0,"Accounts payable, accrued":4091,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":243018,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.5320566794692265,"percentile":0.4807104073856267},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.1382536221199587,"percentile":0.6827035149436106},"Liabilities to Assets Ratio":{"score":0.01655544719132043,"percentile":0.4697793711582297},"Operating Reserve Ratio":{"score":1.1126475183595914,"percentile":0.4539637072352114},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":-0.13924100979722967,"percentile":0.11507102393228455},"Revenue Growth":{"score":0.011749274168392932,"percentile":0.42343563603297},"Asset Growth":{"score":0.10536764248677159,"percentile":0.6959687139297757},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5511581399340161,"percentile":0.4607423071392731}},"source_xml":"201642439349300739_public.xml"},{"Organization":{"value":null,"Person":["MICHAEL GRACE","MICHAEL G HERZAK","BOB KLINGER","MARTIN A LEBSON","JIM MANSFIELD","CRAIG MOST","CURTIS M PEARSALL","KEITH SAVINO","JUNE TAYLOR","DONNA GRAY"],"Title":["DIRECTOR","DIRECTOR","SECRETARY","OFFICER","TREASURER","VICE PRESIDE","VICE PRESIDE","IMMEDIATE PA","DIRECTOR","PRESIDENT"],"Hours":[0,0,0,0,0,0,0,0,0,0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Organize and sponsor conferences and seminars to educate its members and provide a certified level of professionalism and and excellence within the field of property and casualty insurance.","year":2020,"name":"THE AMERICAN INSURANCE MARKETING AND SALES SOCIETY","phone":8046746466,"website":"WWW.AIMSSOCIETY.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"DONNA GRAY","year_formation":null,"state_legal_domicile":null,"total_volunteers":null,"tax_period_begin":"2020-01-01T00:00:00","tax_period_end":"2020-12-31T00:00:00","address":"P O BOX 35718, RICHMOND, VA, 232350718, USA","city":"RICHMOND","state":"VA","country":"USA","zip_code":232350718},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":12,"Number of independent voting members":12,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":301486,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":300286,"Total revenue":{"value":300248,"DUES":156570,"PARTNER PROGRAM FEES":81904,"SPONSOR PROGRAM FEES":60680,"MISCELLANEOUS":919,"LOGO PRODUCTS":175},"Total other revenue":38,"Unrelated business revenue":0},"Investment income":{"value":1200,"Investment income total":1200,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":259767,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":18919,"Benefits paid to members Total":18919},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":240848,"Management services":106566,"Legal":3168,"Accounting":1090,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":40100,"Office expenses":3304,"Information technology":18634,"Royalties":0,"Occupancy":1026,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":763,"Insurance":7564,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":47414,"ADV. PROGRAM DEV.":15900,"HONARARIUMS":11595,"SEMINAR EXPENDITURES":11549,"BANK CARD CHARGES":8370},"All other expenses":11219},"Functional Expenses":{"value":null,"Program Service Expenses":117986,"Management And General Expenses":141781,"Fundraising Expenses":0}},"Assets":{"value":361662,"Non-interest bearing cash":51177,"Savings and temp cash investments":299798,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":10687,"Other assets":0},"Liabilities":{"value":1092,"Sum of Total Liabilities":0,"Accounts payable, accrued":1092,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":360570,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.4541993401779287,"percentile":0.469705879983566},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.13837790146142773,"percentile":0.6828863269840966},"Liabilities to Assets Ratio":{"score":0.00301939379862966,"percentile":0.5458566645854944},"Operating Reserve Ratio":{"score":1.3922553673099354,"percentile":0.5174506831594708},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":-0.008447236550722893,"percentile":0.2929898946102017},"Revenue Growth":{"score":0.018882011476467262,"percentile":0.45893151758010065},"Asset Growth":{"score":0.07825999056885989,"percentile":0.623519447396804},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.576174137214072,"percentile":0.5351792052728761}},"source_xml":"202142219349301524_public.xml"},{"Organization":{"value":null,"Person":["BOB KLINGER","MICHAEL G HERZAK","MARTIN A LEBSON","MICHAEL GRACE","KEITH SAVINO","JUNE TAYLOR","CURTIS M PEARSALL","CRAIG MOST","JIM MANSFIELD","DONNA GRAY"],"Title":["OFFICER","SECRETARY","TREASURER","DIRECTOR","DIRECTOR","DIRECTOR","PRESIDENT","IMMEDIATE PA","VICE PRESIDE","VICE PRESIDE"],"Hours":[0,0,0,0,0,0,0,0,0,0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Organize and sponsor conferences and seminars to educate its members and provide a certified level of professionalism and and excellence within the field of property and casualty insurance.","year":2016,"name":"THE AMERICAN INSURANCE MARKETING AND SALES SOCIETY","phone":8046746466,"website":"WWW.AIMSSOCIETY.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"DONNA GRAY","year_formation":null,"state_legal_domicile":null,"total_volunteers":null,"tax_period_begin":"2016-01-01T00:00:00","tax_period_end":"2016-12-31T00:00:00","address":"P O BOX 35718, RICHMOND, VA, 232350718, USA","city":"RICHMOND","state":"VA","country":"USA","zip_code":232350718},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":15,"Number of independent voting members":15,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":228069,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":227931,"Total revenue":{"value":227931,"DUES":131088,"PROGRAM FEES- OTHER":95677,"LOGO PRODUCTS":941,"MISCELLANEOUS":225},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":138,"Investment income total":138,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":198834,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":198834,"Management services":83820,"Legal":0,"Accounting":2025,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":40520,"Office expenses":4820,"Information technology":2026,"Royalties":0,"Occupancy":1080,"Travel":0,"Conferences and meetings":38401,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":8838,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":10638,"BANK CHARGES":3771,"HONARARIUMS":3350,"CE FILING":2187,"DIPLOMAS":1330},"All other expenses":6666},"Functional Expenses":{"value":null,"Program Service Expenses":93648,"Management And General Expenses":105186,"Fundraising Expenses":0}},"Assets":{"value":279537,"Non-interest bearing cash":30161,"Savings and temp cash investments":239534,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":9842},"Liabilities":{"value":11330,"Sum of Total Liabilities":0,"Accounts payable, accrued":4090,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":7240},"Fund balance":{"value":268207,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.4709858474908718,"percentile":0.4716364705598028},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.12818489141444037,"percentile":0.6681896247951007},"Liabilities to Assets Ratio":{"score":0.040531307125711444,"percentile":0.40572002825150394},"Operating Reserve Ratio":{"score":1.4058812879085065,"percentile":0.5201946785728071},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":-0.14987731457535947,"percentile":0.1095868812451746},"Revenue Growth":{"score":-0.022168316052351002,"percentile":0.28975816740395943},"Asset Growth":{"score":0.11582317443344119,"percentile":0.7193399063088847},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5342039770548803,"percentile":0.41209043387276534}},"source_xml":"201713199349302596_public.xml"}],"Latest":{"Organization":{"value":null,"Person":["MICHAEL GRACE","MICHAEL G HERZAK","BOB KLINGER","MARTIN A LEBSON","JIM MANSFIELD","CRAIG MOST","CURTIS M PEARSALL","KEITH SAVINO","JUNE TAYLOR","DONNA GRAY"],"Title":["DIRECTOR","DIRECTOR","SECRETARY","OFFICER","TREASURER","VICE PRESIDE","VICE PRESIDE","IMMEDIATE PA","DIRECTOR","PRESIDENT"],"Hours":[0,0,0,0,0,0,0,0,0,0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Organize and sponsor conferences and seminars to educate its members and provide a certified level of professionalism and and excellence within the field of property and casualty insurance.","year":2024,"name":"THE AMERICAN INSURANCE MARKETING","phone":8046746466,"website":"WWW.AIMSSOCIETY.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"DONNA GRAY","year_formation":null,"state_legal_domicile":null,"total_volunteers":null,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"P O BOX 35718, RICHMOND, VA, 23235, USA","city":"RICHMOND","state":"VA","country":"USA","zip_code":23235},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":0,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":404101,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":373420,"Total revenue":{"value":373420,"PROGRAM FEES":219835,"DUES":153308,"MISCELLANEOUS":227,"ADVANCED SEMINARS":50},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":30681,"Investment income total":30681,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":268194,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":13284,"Benefits paid to members Total":13284},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":254910,"Management services":168725,"Legal":0,"Accounting":1390,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":1300,"Office expenses":2929,"Information technology":7787,"Royalties":0,"Occupancy":1234,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":8311,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":56049,"SEMINAR EXPENDITURES":29988,"BANK CARD CHARGES":12428,"CE FILING":8633,"ADV. PROGRAM DEV.":5000},"All other expenses":7185},"Functional Expenses":{"value":null,"Program Service Expenses":77636,"Management And General Expenses":190558,"Fundraising Expenses":0}},"Assets":{"value":792609,"Non-interest bearing cash":33473,"Savings and temp cash investments":759136,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":792609,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.28947702036585454,"percentile":0.45636051654274046},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.3363193855001596,"percentile":0.8557861641244516},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":2.955356943108347,"percentile":0.709123754435651},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":-0.045104282260046875,"percentile":0.20647968596427937},"Revenue Growth":{"score":0.0494211885934315,"percentile":0.6038678545101686},"Asset Growth":{"score":0.12079199512841234,"percentile":0.7297466347540825},"Independent Voting Board Pct":{"score":null,"percentile":null},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6195495691587019,"percentile":0.6614575323530217}},"source_xml":"202541269349301429_public.xml"},"sector":"","donation_categories":[],"zakat_policy":null},"error":null}